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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
Long Road Investment Counsel
Long Road Investment Counsel
Michigan
$11.3M +$42K 4 6.56% Increased
2377
Bogle Investment Management
Bogle Investment Management
Massachusetts
$11.3M -$1.97M 1 0.97% Reduced
2378
SFE Investment Counsel
SFE Investment Counsel
California
$11.3M -$22.5K 4 4.77% Reduced
2379
Brandywine Trust
Brandywine Trust
Delaware
$11.3M +$927K 3 7.53% Increased
2380
Abbot Financial Management
Abbot Financial Management
Massachusetts
$11.3M +$27.9K 5 8.03% Increased
2381
Mitchell McLeod Pugh & Williams
Mitchell McLeod Pugh & Williams
Alabama
$11.2M -$103K 7 7.56% Reduced
2382
Blueshift Asset Management
Blueshift Asset Management
New Jersey
$11.2M -$9.48M 6 1.69% Reduced
2383
Alight Capital Management
Alight Capital Management
New York
$11.1M -$3.21M 3 6.48% Reduced
2384
Ativo Capital Management
Ativo Capital Management
Illinois
$11.1M -$613K 3 5.43% Reduced
2385
Cincinnati Casualty Company
Cincinnati Casualty Company
Ohio
$11.1M $0 1 8.58% Maintained
2386
Providence First Trust
Providence First Trust
Arizona
$11.1M +$637K 4 7.04% Increased
2387
MidWestOne Financial Group
MidWestOne Financial Group
Iowa
$11.1M -$2.49M 7 3.42% Reduced
2388
JT Stratford LLC
JT Stratford LLC
Georgia
$11.1M +$1.61M 5 6.24% Increased
2389
Bell Bank
Bell Bank
North Dakota
$11M +$121K 6 2.1% Increased
2390
North Point Portfolio Managers
North Point Portfolio Managers
Ohio
$11M +$419K 4 2.02% Increased
2391
Sycomore Asset Management
Sycomore Asset Management
France
$11M +$2.54M 4 5.85% Increased
2392
Rowlandmiller & Partners
Rowlandmiller & Partners
Georgia
$11M -$107K 3 3.73% Reduced
2393
Quadrant Capital Management
Quadrant Capital Management
New Jersey
$11M +$354K 3 5.41% Increased
2394
Ausdal Financial Partners
Ausdal Financial Partners
Iowa
$11M +$71.7K 7 3.89% Increased
2395
HH
HWG Holdings
Texas
$11M -$1.8M 4 10.12% Reduced
2396
RHDIC
R.H. Dinel Investment Counsel
California
$11M -$113K 2 10.21% Reduced
2397
WA1
Wimmer Associates 1
California
$10.9M -$77.4K 5 9.51% Reduced
2398
Essex Savings Bank
Essex Savings Bank
Connecticut
$10.9M -$4.37M 7 5.77% Reduced
2399
Roman Butler Fullerton & Co
Roman Butler Fullerton & Co
Missouri
$10.9M +$504K 6 7.53% Increased
2400
Investidor Profissional Gestao de Recursos
Investidor Profissional Gestao de Recursos
Brazil
$10.9M -$19.6M 2 5.27% Reduced