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Cloud Computing

Cloud computing rents out servers, storage, and software rather than selling hardware for a customer to run in its own building. It turned technology spending from a capital project into a monthly bill, and the platforms that host it have become critical infrastructure in their own right.

64 stocks

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
2201
Sky Investment Group
Sky Investment Group
Connecticut
$12.2M +$9.3K 5 4.64% Increased
2202
Brave Asset Management
Brave Asset Management
New Jersey
$12.2M +$133K 5 6.24% Increased
2203
Neumann Capital Management
Neumann Capital Management
California
$12.1M -$182K 5 7.14% Reduced
2204
Amarillo National Bank
Amarillo National Bank
Texas
$12.1M $0 6 5.61% Maintained
2205
ASA
Armstrong Shaw Associates
Connecticut
$12.1M -$581K 3 10.39% Reduced
2206
Connors Investor Services
Connors Investor Services
Pennsylvania
$12.1M -$9.41M 2 1.63% Reduced
2207
Lake Street Advisors Group
Lake Street Advisors Group
New Hampshire
$12.1M -$6.13M 7 1.34% Reduced
2208
LBC
Lawrence B. Cohen
$12.1M -$65.1K 4 8.2% Reduced
2209
Woodmont Investment Counsel
Woodmont Investment Counsel
Tennessee
$12.1M -$1.12M 4 3.3% Reduced
2210
Franklin, Parlapiano, Turner & Welch
Franklin, Parlapiano, Turner & Welch
Texas
$12.1M -$41.7K 2 4.81% Reduced
2211
BRR OpCo
BRR OpCo
Ohio
$12M +$230K 6 2.37% Increased
2212
NumerixS Investment Technologies
NumerixS Investment Technologies
British Columbia, Canada
$12M +$7.33M 7 2.26% Increased
2213
CRA
Circle Road Advisors
New York
$12M -$539K 2 10.91% Reduced
2214
NAMP
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$12M -$12.2K 7 4.65% Reduced
2215
Iowa State Bank
Iowa State Bank
Iowa
$11.9M -$244K 3 5.32% Reduced
2216
Sphera Funds Management
Sphera Funds Management
Israel
$11.9M -$518K 2 1.37% Reduced
2217
Lafayette Investments
Lafayette Investments
Maryland
$11.9M -$1.65M 4 4.11% Reduced
2218
Doheny Asset Management
Doheny Asset Management
California
$11.9M -$74.4K 5 6.23% Reduced
2219
Palouse Capital Management
Palouse Capital Management
Washington
$11.9M -$267K 2 4.15% Reduced
2220
Blackhill Capital
Blackhill Capital
New Jersey
$11.9M +$1.5M 4 1.92% Increased
2221
Grandeur Peak Global Advisors
Grandeur Peak Global Advisors
Utah
$11.8M +$6.97M 2 1.23% Increased
2222
BCM
Bayesian Capital Management
New York
$11.8M -$1.34M 10 1.94% Reduced
2223
Monarch Capital Management
Monarch Capital Management
Indiana
$11.8M -$370K 4 4.26% Reduced
2224
Ausdal Financial Partners
Ausdal Financial Partners
Iowa
$11.8M +$1.91M 8 3.31% Increased
2225
Cardinal Capital Management Inc (Canada)
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$11.8M -$155K 2 1.12% Reduced