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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
2326
Strong Tower Advisory Services
Strong Tower Advisory Services
Minnesota
$19.4M +$1.52M 3 11.64% Increased
2327
Lincoln Capital Corp
Lincoln Capital Corp
Rhode Island
$19.3M -$903K 4 11.83% Reduced
2328
NBW Capital
NBW Capital
Massachusetts
$19.3M -$1.23M 3 4.94% Reduced
2329
Advanced Asset Management Advisors
Advanced Asset Management Advisors
Ohio
$19.3M -$64.2K 6 4.82% Reduced
2330
Sound Income Strategies
Sound Income Strategies
Florida
$19.2M +$2.68M 12 2.45% Increased
2331
Montecito Bank & Trust
Montecito Bank & Trust
California
$19.2M -$546K 5 4.66% Reduced
2332
Evolutionary Tree Capital Management
Evolutionary Tree Capital Management
Virginia
$19.2M +$417K 6 18.46% Increased
2333
Cerity Partners OCIO
Cerity Partners OCIO
New York
$19.2M -$6.1M 7 0.61% Reduced
2334
SF
Symphony Financial
Texas
$19.2M +$106K 5 5.08% Increased
2335
Harrington Investments
Harrington Investments
California
$19.2M +$283K 5 13.88% Increased
2336
Riverstone Advisors
Riverstone Advisors
Texas
$19.2M -$3M 4 13.32% Reduced
2337
Cincinnati Casualty Company
Cincinnati Casualty Company
Ohio
$19.2M $0 1 11.82% Maintained
2338
Brave Asset Management
Brave Asset Management
New Jersey
$19.2M -$2.02M 6 6.48% Reduced
2339
TBH Global Asset Management
TBH Global Asset Management
Tennessee
$19.2M +$1.09M 7 4.66% Increased
2340
DRW Securities
DRW Securities
Illinois
$19.2M -$34.7M 6 0.52% Reduced
2341
SOL Capital Management
SOL Capital Management
Maryland
$19.2M +$2.41M 10 3.39% Increased
2342
L.M. Kohn & Company
L.M. Kohn & Company
Ohio
$19.2M +$374K 6 8.96% Increased
2343
FVCM
F&V Capital Management
Florida
$19.1M +$419K 3 6.37% Increased
2344
RAM Investment Partners
RAM Investment Partners
Washington
$19.1M +$19.5M 5 11.77% New
2345
Heartland Advisors
Heartland Advisors
Wisconsin
$19.1M +$3.82M 3 1.21% Increased
2346
CFO4Life
CFO4Life
Texas
$19.1M +$20.3M 4 4.06% New
2347
CFO4Life Group
CFO4Life Group
Texas
$19.1M +$188K 4 4.06% Increased
2348
Bennett Selby Investments
Bennett Selby Investments
Maine
$19.1M +$416K 3 14.3% Increased
2349
Heron Bay Capital Management
Heron Bay Capital Management
Michigan
$19.1M -$473K 4 11.81% Reduced
2350
STF Management
STF Management
Texas
$19.1M +$20.3M 4 27.37% New