← 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
2301
SFE Investment Counsel
SFE Investment Counsel
California
$27.3M +$424K 6 7.71% Increased
2302
AIA
AIMZ Investment Advisors
California
$27.2M -$167K 7 11.71% Reduced
2303
Cincinnati Casualty Company
Cincinnati Casualty Company
Ohio
$27.2M $0 1 16.52% Maintained
2304
Hourglass Capital
Hourglass Capital
Texas
$27.2M +$1.94M 7 9.5% Increased
2305
Seaview Investment Managers
Seaview Investment Managers
Florida
$27.2M -$1.12M 4 8.83% Reduced
2306
DT Investment Partners
DT Investment Partners
Pennsylvania
$27.2M -$64.1K 8 3.09% Reduced
2307
Clearstead Trust
Clearstead Trust
Maine
$27.1M -$3.01M 8 8.72% Reduced
2308
Sage Mountain Advisors
Sage Mountain Advisors
Georgia
$27.1M +$591K 6 3.87% Increased
2309
Warther Private Wealth
Warther Private Wealth
Ohio
$27.1M +$242K 5 18.44% Increased
2310
L.M. Kohn & Company
L.M. Kohn & Company
Ohio
$27.1M +$1.61M 6 10.24% Increased
2311
PDS Planning
PDS Planning
Ohio
$27.1M +$2.37M 9 3.47% Increased
2312
MidWestOne Financial Group
MidWestOne Financial Group
Iowa
$27.1M +$1.6M 7 5.87% Increased
2313
StoneX Group
StoneX Group
New York
$27.1M -$474K 10 2.81% Reduced
2314
Grove Bank & Trust
Grove Bank & Trust
Florida
$27.1M -$15.2K 10 5.47% Reduced
2315
Hillman Company
Hillman Company
Pennsylvania
$27.1M -$20.5M 1 15.26% Reduced
2316
NatWest Group
NatWest Group
United Kingdom
$27.1M +$4.43M 4 14.07% Increased
2317
Strong Tower Advisory Services
Strong Tower Advisory Services
Minnesota
$27.1M -$2.92M 3 12.82% Reduced
2318
Citizens & Northern Corp
Citizens & Northern Corp
Pennsylvania
$27M +$297K 5 10.2% Increased
2319
Brick & Kyle Associates
Brick & Kyle Associates
Pennsylvania
$27M -$33K 4 14.45% Reduced
2320
WBI Investments
WBI Investments
New Jersey
$27M +$21M 4 4.89% Increased
2321
Bennett Selby Investments
Bennett Selby Investments
Maine
$27M +$481K 3 15.55% Increased
2322
Golden State Equity Partners
Golden State Equity Partners
California
$27M +$8.92M 7 7.58% Increased
2323
Security National Bank
Security National Bank
Nebraska
$26.9M -$361K 5 6.85% Reduced
2324
Triodos Investment Management
Triodos Investment Management
Netherlands
$26.9M +$34.3K 1 2.68% Increased
2325
Jupiter Wealth Management
Jupiter Wealth Management
Colorado
$26.8M +$1.39M 4 23.01% Increased