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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
2251
Dividend Assets Capital
Dividend Assets Capital
South Carolina
$44.3M +$2.13M 6 8.59% Increased
2252
AIA
AIMZ Investment Advisors
California
$44.3M -$568K 7 15.38% Reduced
2253
Scholtz & Company
Scholtz & Company
Connecticut
$44.3M +$1.39M 3 21.14% Increased
2254
STF Management
STF Management
Texas
$44.2M +$1.39M 5 19.84% Increased
2255
United Bank (Virginia)
United Bank (Virginia)
Virginia
$44.2M -$3.04M 5 5.27% Reduced
2256
Lakewood Capital Management
Lakewood Capital Management
New York
$44.1M -$8.95M 2 3.96% Reduced
2257
Drexel Morgan & Co
Drexel Morgan & Co
Pennsylvania
$44M $0 4 9.08% Maintained
2258
Miller Investment Management
Miller Investment Management
Pennsylvania
$44M +$106K 6 4.81% Increased
2259
NVWM LLC
NVWM LLC
Pennsylvania
$44M -$62.6K 13 11.09% Reduced
2260
Boyd Watterson Asset Management
Boyd Watterson Asset Management
Ohio
$44M +$409K 10 12.22% Increased
2261
Trek Financial
Trek Financial
Arizona
$44M +$3.53M 9 3.28% Increased
2262
Water Island Capital
Water Island Capital
New York
$44M +$633K 1 4.75% Increased
2263
RA
Ransom Advisory
Rhode Island
$43.9M -$136K 10 20.19% Reduced
2264
United Capital Management of KS
United Capital Management of KS
Kansas
$43.9M +$8.27M 4 7.99% Increased
2265
Hanson & Doremus Investment Management
Hanson & Doremus Investment Management
Vermont
$43.9M +$2.37M 8 6.86% Increased
2266
Peachtree Investment Partners
Peachtree Investment Partners
Florida
$43.9M -$1.33M 5 16.44% Reduced
2267
Private Management Group
Private Management Group
California
$43.9M -$5.96M 5 1.58% Reduced
2268
BOCHK Asset Management
BOCHK Asset Management
Hong Kong
$43.8M -$1.06M 5 13.42% Reduced
2269
Brave Asset Management
Brave Asset Management
New Jersey
$43.8M -$1.23M 6 13.9% Reduced
2270
McGuire Investment Group
McGuire Investment Group
Rhode Island
$43.8M -$321K 4 6.32% Reduced
2271
Cantor Fitzgerald Investment Advisors
Cantor Fitzgerald Investment Advisors
New York
$43.7M -$423K 5 3.02% Reduced
2272
TM
TigerOak Management
New Mexico
$43.6M +$42.1M 5 15.96% New
2273
Sterling Investment Advisors (Pennsylvania)
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$43.6M -$385K 8 10.57% Reduced
2274
NatWest Group
NatWest Group
United Kingdom
$43.6M -$467K 3 12.89% Reduced
2275
Roberts, Glore & Co
Roberts, Glore & Co
Illinois
$43.5M -$1.18M 6 12.91% Reduced