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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
2301
Harbour Capital Advisors
Harbour Capital Advisors
Virginia
$19.7M -$853K 6 6.64% Reduced
2302
Northwest Bancshares
Northwest Bancshares
Pennsylvania
$19.7M +$1.34M 5 3.96% Increased
2303
Rench Wealth Management
Rench Wealth Management
Texas
$19.7M -$683K 4 10.03% Reduced
2304
Abacus Planning Group
Abacus Planning Group
South Carolina
$19.7M -$1.49M 7 5.39% Reduced
2305
Rowlandmiller & Partners
Rowlandmiller & Partners
Georgia
$19.7M -$144K 6 4.88% Reduced
2306
SFE Investment Counsel
SFE Investment Counsel
California
$19.7M -$2.77M 6 6.12% Reduced
2307
Executive Wealth Management
Executive Wealth Management
Michigan
$19.7M +$17.4M 4 2.42% Increased
2308
TM
Tiger Management
New York
$19.7M -$35.3M 3 7.44% Reduced
2309
Seven Eight Capital
Seven Eight Capital
New York
$19.6M -$9.24M 9 5.12% Reduced
2310
Angeles Wealth Management
Angeles Wealth Management
California
$19.6M -$130K 5 3.44% Reduced
2311
Platform Technology Partners
Platform Technology Partners
New York
$19.6M +$880K 9 10.14% Increased
2312
Mitchell McLeod Pugh & Williams
Mitchell McLeod Pugh & Williams
Alabama
$19.6M +$231K 9 6.63% Increased
2313
Sand Grove Capital Management
Sand Grove Capital Management
United Kingdom
$19.6M +$18.4M 1 1.87% New
2314
Adalta Capital Management
Adalta Capital Management
New York
$19.6M -$949K 7 13.79% Reduced
2315
Hodges Capital Management
Hodges Capital Management
Texas
$19.5M -$351K 5 1.69% Reduced
2316
Infusive Asset Management
Infusive Asset Management
New York
$19.5M +$8.79M 2 16.38% Increased
2317
Security National Bank
Security National Bank
Nebraska
$19.5M -$207K 5 5.26% Reduced
2318
BCM
Bares Capital Management
Texas
$19.5M +$1.54M 1 0.74% Increased
2319
DT Investment Partners
DT Investment Partners
Pennsylvania
$19.5M +$3.01M 8 2.55% Increased
2320
Portland Global Advisors
Portland Global Advisors
Maine
$19.4M +$136K 7 3.58% Increased
2321
Resonate Capital
Resonate Capital
California
$19.4M -$2.22M 5 31.74% Reduced
2322
Force Hill Capital Management
Force Hill Capital Management
New York
$19.4M -$13.4M 3 7.53% Reduced
2323
CCC
Chelsea Counsel Company
California
$19.4M -$1.92M 6 9.71% Reduced
2324
Matthews International Capital Management
Matthews International Capital Management
California
$19.4M +$4.76M 1 2.3% Increased
2325
True North Advisors
True North Advisors
Texas
$19.4M +$10M 6 6.61% Increased