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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
2351
Glassman Wealth Services
Glassman Wealth Services
Virginia
$13.4M +$1.08M 15 5.15% Increased
2352
Martin & Co
Martin & Co
Tennessee
$13.4M -$2.09M 4 4.78% Reduced
2353
Evermay Wealth Management
Evermay Wealth Management
Virginia
$13.4M +$585K 6 4.05% Increased
2354
Morgens Waterfall Vintiadis & Co
Morgens Waterfall Vintiadis & Co
New York
$13.3M -$439K 2 12.51% Reduced
2355
Old Point Trust & Financial Services N A
Old Point Trust & Financial Services N A
Virginia
$13.3M +$8.79K 3 8.37% Increased
2356
Brave Asset Management
Brave Asset Management
New Jersey
$13.3M +$1.2M 6 8.33% Increased
2357
First Mercantile Trust
First Mercantile Trust
Tennessee
$13.3M -$2.19M 10 1.94% Reduced
2358
Lowell Blake & Associates
Lowell Blake & Associates
Massachusetts
$13.3M +$825K 4 17.03% Increased
2359
Squar Milner Financial Services
Squar Milner Financial Services
California
$13.2M +$2.93M 11 7.96% Increased
2360
RV Capital
RV Capital
Switzerland
$13.2M +$4.34M 1 9.39% Increased
2361
Eidelman Virant Capital
Eidelman Virant Capital
Missouri
$13.2M -$3.52M 4 13.76% Reduced
2362
Gladstone Institutional Advisory
Gladstone Institutional Advisory
Florida
$13.2M +$4.55M 8 3.42% Increased
2363
Ativo Capital Management
Ativo Capital Management
Illinois
$13.2M +$1.43M 4 8.27% Increased
2364
Choreo LLC
Choreo LLC
Illinois
$13.2M -$2.91M 7 1.63% Reduced
2365
Monarch Capital Management
Monarch Capital Management
Indiana
$13.2M -$450K 3 5.4% Reduced
2366
RBA Wealth Management
RBA Wealth Management
California
$13.2M +$1.02M 5 11.44% Increased
2367
Hussman Strategic Advisors
Hussman Strategic Advisors
Maryland
$13.2M -$409K 7 3.57% Reduced
2368
LVW Advisors
LVW Advisors
New York
$13.2M +$597K 5 3.51% Increased
2369
Pacifica Capital Investments
Pacifica Capital Investments
Texas
$13.2M +$10.6M 1 7.2% Increased
2370
Cota Capital Management
Cota Capital Management
California
$13.2M -$6.3M 1 8.12% Reduced
2371
Brookstone Capital Management
Brookstone Capital Management
Illinois
$13.2M -$1.14M 6 0.76% Reduced
2372
Amica Retiree Medical Trust
Amica Retiree Medical Trust
Rhode Island
$13.1M +$3.23M 5 11.75% Increased
2373
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$13.1M +$9.33M 3 9.72% Increased
2374
Montgomery Investment Management
Montgomery Investment Management
Maryland
$13.1M +$84.5K 5 8.54% Increased
2375
Rings Capital Management
Rings Capital Management
Illinois
$13.1M $0 1 10.03% Maintained