← 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
Greatmark Investment Partners
Greatmark Investment Partners
Georgia
$25.8M -$796K 6 5.03% Reduced
2202
KCM
Karp Capital Management
California
$25.7M +$1.15M 5 4.65% Increased
2203
Citizens & Northern Corp
Citizens & Northern Corp
Pennsylvania
$25.7M +$965K 5 10.16% Increased
2204
Employers Holdings
Employers Holdings
Nevada
$25.6M -$352K 6 15.11% Reduced
2205
Eidelman Virant Capital
Eidelman Virant Capital
Missouri
$25.5M -$3.27M 4 10.29% Reduced
2206
NVWM LLC
NVWM LLC
Pennsylvania
$25.5M -$2.04M 9 10.14% Reduced
2207
First Washington Corp
First Washington Corp
Washington
$25.5M +$491K 7 10.06% Increased
2208
Darwin Wealth Management
Darwin Wealth Management
Florida
$25.3M +$6.58M 6 4.42% Increased
2209
Cary Street Partners Asset Management
Cary Street Partners Asset Management
Virginia
$25.3M -$6.24M 9 6.23% Reduced
2210
CIM
Coastal Investment Management
California
$25.3M +$8.51M 3 44.03% Increased
2211
Blume Capital Management
Blume Capital Management
California
$25.3M -$715K 7 9.95% Reduced
2212
OIA
Optimum Investment Advisors
Illinois
$25.3M -$324K 13 7.39% Reduced
2213
UBS O'Connor
UBS O'Connor
Illinois
$25.2M -$8.3M 2 0.36% Reduced
2214
Paradigm Financial Advisors
Paradigm Financial Advisors
Missouri
$25.1M +$808K 8 6.11% Increased
2215
Hendley & Co
Hendley & Co
Ohio
$25.1M -$77.7K 2 8.74% Reduced
2216
Monetta Financial Services
Monetta Financial Services
Illinois
$25.1M -$2.02M 4 19.85% Reduced
2217
Sandbox Financial Partners
Sandbox Financial Partners
Maryland
$25.1M +$1.1M 5 20.46% Increased
2218
Pacifica Capital Investments
Pacifica Capital Investments
Texas
$25.1M -$200K 1 8.8% Reduced
2219
Zions Bancorporation
Zions Bancorporation
Utah
$25.1M +$1.91M 17 2.83% Increased
2220
Costello Asset Management
Costello Asset Management
Pennsylvania
$25.1M +$1.39M 6 17.32% Increased
2221
XS
XR Securities
Illinois
$25M +$3.74M 7 1.43% Increased
2222
Boston Research & Management
Boston Research & Management
Massachusetts
$24.9M +$528K 6 8.01% Increased
2223
NatWest Group
NatWest Group
United Kingdom
$24.9M -$6.16M 4 12% Reduced
2224
MCA
Mercer Capital Advisers
New Jersey
$24.8M -$117K 5 13.29% Reduced
2225
Penbrook Management
Penbrook Management
New York
$24.8M +$160K 4 17.86% Increased