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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
2376
Moseley Investment Management
Moseley Investment Management
Florida
$11.1M -$295K 5 10.36% Reduced
2377
Brookstone Capital Management
Brookstone Capital Management
Illinois
$11.1M +$1.66M 8 0.64% Increased
2378
SFE Investment Counsel
SFE Investment Counsel
California
$11.1M +$550K 4 4.76% Increased
2379
Nicolet Bankshares
Nicolet Bankshares
Wisconsin
$11.1M -$189K 8 4.63% Reduced
2380
AIM
Act II Management
New York
$11.1M $0 1 10.12% Maintained
2381
Benedict Financial Advisors
Benedict Financial Advisors
Georgia
$11.1M -$347K 1 4.61% Reduced
2382
Freedom Day Solutions
Freedom Day Solutions
Texas
$11M +$543K 5 8.36% Increased
2383
Arlington Financial Advisors
Arlington Financial Advisors
California
$11M -$62.7K 6 6.3% Reduced
2384
First Heartland Consultants
First Heartland Consultants
Missouri
$11M +$277K 7 2.64% Increased
2385
Fernwood Investment Management
Fernwood Investment Management
Massachusetts
$11M +$610K 6 6% Increased
2386
Isthmus Partners
Isthmus Partners
Wisconsin
$10.9M -$2.47M 1 2.61% Reduced
2387
Chickasaw Capital Management
Chickasaw Capital Management
Tennessee
$10.9M -$77.3K 5 0.27% Reduced
2388
Institutional & Family Asset Management
Institutional & Family Asset Management
Colorado
$10.9M -$561K 14 2.36% Reduced
2389
RHDIC
R.H. Dinel Investment Counsel
California
$10.9M $0 2 10.1% Maintained
2390
Prentiss Smith & Co
Prentiss Smith & Co
Vermont
$10.9M -$54.2K 4 7.11% Reduced
2391
Game Creek Capital
Game Creek Capital
Massachusetts
$10.9M -$2.09M 3 6.3% Reduced
2392
Mitchell McLeod Pugh & Williams
Mitchell McLeod Pugh & Williams
Alabama
$10.9M -$647K 7 7.47% Reduced
2393
SOL Capital Management
SOL Capital Management
Maryland
$10.8M -$301K 9 2.95% Reduced
2394
Trinity Legacy Partners
Trinity Legacy Partners
Texas
$10.8M +$435K 3 7.45% Increased
2395
AGM
Alpine Global Management
New York
$10.8M +$10.9M 1 3.14% Increased
2396
BerganKDV Wealth Management
BerganKDV Wealth Management
Minnesota
$10.8M -$21.9K 10 2.14% Reduced
2397
Peachtree Investment Partners
Peachtree Investment Partners
Florida
$10.8M +$816K 2 8.48% Increased
2398
Cambria Investment Management
Cambria Investment Management
California
$10.8M -$494K 3 1.65% Reduced
2399
Elo Mutual Pension Insurance
Elo Mutual Pension Insurance
Finland
$10.7M $0 1 0.43% Maintained
2400
GoodHaven Capital Management
GoodHaven Capital Management
New Jersey
$10.7M $0 2 8.68% Maintained