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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
FBP
Flippin Bruce & Porter
Virginia
$17.6M -$1.46M 2 3.95% Reduced
2377
Iowa State Bank
Iowa State Bank
Iowa
$17.5M +$407K 4 6.78% Increased
2378
First National Bank & Trust Co of Newtown
First National Bank & Trust Co of Newtown
Pennsylvania
$17.5M -$201K 7 4.22% Reduced
2379
Morgens Waterfall Vintiadis & Co
Morgens Waterfall Vintiadis & Co
New York
$17.5M -$510K 2 9.99% Reduced
2380
NWK Group
NWK Group
California
$17.5M +$482K 7 8.62% Increased
2381
Institutional Venture Management XIV
Institutional Venture Management XIV
California
$17.5M -$14.1M 1 12.65% Reduced
2382
Rings Capital Management
Rings Capital Management
Illinois
$17.5M $0 1 9.36% Maintained
2383
Rampart Investment Management
Rampart Investment Management
Connecticut
$17.4M -$50.8M 10 11.02% Reduced
2384
Triangle Securities Wealth Management
Triangle Securities Wealth Management
North Carolina
$17.4M +$64.1K 7 7.88% Increased
2385
Investment Research & Advisory Group
Investment Research & Advisory Group
Georgia
$17.4M -$668K 5 14.44% Reduced
2386
Brave Asset Management
Brave Asset Management
New Jersey
$17.4M -$1.99M 6 8.24% Reduced
2387
Pinnacle Wealth Planning Services
Pinnacle Wealth Planning Services
Ohio
$17.4M -$456K 8 5.74% Reduced
2388
BCP
Berylson Capital Partners
Massachusetts
$17.4M +$4.12M 2 6.07% Increased
2389
WCA
Windsor Creek Advisors
Vermont
$17.3M +$2.28M 5 4.92% Increased
2390
Laidlaw Wealth Management
Laidlaw Wealth Management
New York
$17.3M +$734K 7 7.68% Increased
2391
Strategic Financial Services
Strategic Financial Services
New York
$17.3M -$1.49M 6 1.78% Reduced
2392
Roman Butler Fullerton & Co
Roman Butler Fullerton & Co
Missouri
$17.3M +$1.03M 7 11.3% Increased
2393
New England Asset Management
New England Asset Management
Connecticut
$17.2M -$636K 3 0.41% Reduced
2394
Gladstone Institutional Advisory
Gladstone Institutional Advisory
Florida
$17.2M +$2.77M 8 4.12% Increased
2395
United Capital Management of KS
United Capital Management of KS
Kansas
$17.2M -$4.27M 4 9.03% Reduced
2396
Stanley-Laman Group
Stanley-Laman Group
Pennsylvania
$17.2M +$472K 3 3.8% Increased
2397
Aperture Investors
Aperture Investors
New York
$17.2M +$3.01M 3 4.24% Increased
2398
Grandview Asset Management
Grandview Asset Management
Pennsylvania
$17.2M -$304K 7 13.95% Reduced
2399
Mitchell McLeod Pugh & Williams
Mitchell McLeod Pugh & Williams
Alabama
$17.2M -$257K 9 8.78% Reduced
2400
Stratos Wealth Advisors
Stratos Wealth Advisors
Ohio
$17.2M -$126K 10 4.18% Reduced