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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
Bright Rock Capital Management
Bright Rock Capital Management
Massachusetts
$19.6M -$674K 2 6.11% Reduced
2202
Moser Wealth Advisors
Moser Wealth Advisors
Washington
$19.5M -$796K 6 18.65% Reduced
2203
Formula Growth
Formula Growth
Quebec, Canada
$19.5M -$6.65M 5 3.3% Reduced
2204
Blackhill Capital
Blackhill Capital
New Jersey
$19.5M -$182K 4 2.87% Reduced
2205
Susquehanna Fundamental Investments
Susquehanna Fundamental Investments
Pennsylvania
$19.5M +$11.8M 8 0.93% Increased
2206
WealthSource Partners
WealthSource Partners
California
$19.5M -$959K 7 2.8% Reduced
2207
Jaffetilchin Investment Partners
Jaffetilchin Investment Partners
Florida
$19.5M +$3.4M 9 4.29% Increased
2208
FFH
Fairfax Financial Holdings
Ontario, Canada
$19.5M $0 1 1.22% Maintained
2209
Allred Capital Management
Allred Capital Management
Texas
$19.5M +$617K 6 12.35% Increased
2210
TRUE Private Wealth Advisors
TRUE Private Wealth Advisors
Oregon
$19.5M +$458K 14 3.56% Increased
2211
Hodges Capital Management
Hodges Capital Management
Texas
$19.4M -$2.18M 5 3.97% Reduced
2212
Dumont & Blake Investment Advisors
Dumont & Blake Investment Advisors
New Jersey
$19.4M +$1.17M 6 8.13% Increased
2213
Capital Asset Advisory Services
Capital Asset Advisory Services
Michigan
$19.4M -$395K 10 4.16% Reduced
2214
III
Independent Investors Inc
New York
$19.3M -$12.2K 5 6.52% Reduced
2215
NBW Capital
NBW Capital
Massachusetts
$19.3M -$2.01M 2 6.94% Reduced
2216
OCM
Ogborne Capital Management
California
$19.3M +$16.9M 1 9.12% New
2217
Argus Investors Counsel
Argus Investors Counsel
New York
$19.3M -$386K 4 9.36% Reduced
2218
Teamwork Financial Advisors
Teamwork Financial Advisors
Texas
$19.2M +$5.48M 7 6.89% Increased
2219
Punch & Associates Investment Management
Punch & Associates Investment Management
Minnesota
$19.2M +$1.26M 2 1.74% Increased
2220
Westover Capital Advisors
Westover Capital Advisors
Delaware
$19.2M +$260K 3 9.02% Increased
2221
Totem Point Management
Totem Point Management
New York
$19.2M -$3.53M 1 7.01% Reduced
2222
Hohimer Wealth Management
Hohimer Wealth Management
Washington
$19.2M +$943K 4 6.63% Increased
2223
Pensionfund DSM Netherlands
Pensionfund DSM Netherlands
Netherlands
$19.2M $0 2 3.58% Maintained
2224
White Pine Investment Company
White Pine Investment Company
Michigan
$19.1M -$2.78M 3 9.45% Reduced
2225
Northwest Bancshares
Northwest Bancshares
Pennsylvania
$19.1M +$5.31M 6 5.2% Increased