← All themes

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
Bishop Rock Capital
Bishop Rock Capital
New York
$13.6M +$2.29M 1 4.38% Increased
2202
Peninsula Wealth
Peninsula Wealth
California
$13.6M -$423K 3 6.96% Reduced
2203
First National Bank & Trust Co of Newtown
First National Bank & Trust Co of Newtown
Pennsylvania
$13.6M -$403K 7 3.72% Reduced
2204
TI
Truehand Inc
New Hampshire
$13.6M -$145K 8 10.33% Reduced
2205
Regal Investment Advisors
Regal Investment Advisors
Michigan
$13.6M -$2.5M 6 2.64% Reduced
2206
Enterprise Bank & Trust
Enterprise Bank & Trust
Massachusetts
$13.5M -$74.2K 4 6.97% Reduced
2207
CFO4Life Group
CFO4Life Group
Texas
$13.5M -$225K 5 6.18% Reduced
2208
Pacific Wealth Strategies Group
Pacific Wealth Strategies Group
California
$13.5M +$52.6K 4 8.47% Increased
2209
Grandeur Peak Global Advisors
Grandeur Peak Global Advisors
Utah
$13.5M +$1.19M 3 1.4% Increased
2210
MidWestOne Financial Group
MidWestOne Financial Group
Iowa
$13.5M +$13.5M 7 3.7% New
2211
Bourgeon Capital Management
Bourgeon Capital Management
Connecticut
$13.5M -$104K 3 7.81% Reduced
2212
SC
Sawyer & Company
Massachusetts
$13.4M -$899K 7 8.97% Reduced
2213
Everett Capital Advisors (UK)
Everett Capital Advisors (UK)
United Kingdom
$13.4M +$4.27M 1 1.61% Increased
2214
LDFR
Lehman & Derafelo Financial Resources
Pennsylvania
$13.4M +$129K 6 5.46% Increased
2215
OH
Overlook Holdings
British Virgin Islands
$13.4M +$13.6M 1 4.71% New
2216
AMG National Trust Bank
AMG National Trust Bank
Colorado
$13.3M -$1.41M 6 0.79% Reduced
2217
Delta Financial Advisors
Delta Financial Advisors
Louisiana
$13.3M +$13M 5 5.48% New
2218
Spectrum Management Group
Spectrum Management Group
Indiana
$13.3M +$655K 7 3.69% Increased
2219
Pinkerton Retirement Specialists
Pinkerton Retirement Specialists
Idaho
$13.3M +$673K 4 4.66% Increased
2220
Old Point Trust & Financial Services N A
Old Point Trust & Financial Services N A
Virginia
$13.3M +$4.74K 3 6.76% Increased
2221
Blackhill Capital
Blackhill Capital
New Jersey
$13.3M $0 4 2.13% Maintained
2222
SC
Shellback Capital
Massachusetts
$13.3M -$12M 1 1.65% Reduced
2223
Kiley Juergens Wealth Management
Kiley Juergens Wealth Management
Washington
$13.3M -$66K 1 14.92% Reduced
2224
ASA
Armstrong Shaw Associates
Connecticut
$13.2M +$693K 5 12.08% Increased
2225
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$13.2M +$1.93M 3 3.71% Increased