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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
2401
Geneva Partners
Geneva Partners
Wisconsin
$8.9M +$1.07M 3 10.29% Increased
2402
Cambria Investment Management
Cambria Investment Management
California
$8.9M -$408K 4 1.51% Reduced
2403
DeDora Capital
DeDora Capital
California
$8.9M -$803K 6 7.88% Reduced
2404
Karpus Investment Management
Karpus Investment Management
New York
$8.9M -$27.7M 2 0.37% Reduced
2405
Roman Butler Fullerton & Co
Roman Butler Fullerton & Co
Missouri
$8.9M +$9.01M 6 7.56% New
2406
LA
Lau Associates
Delaware
$8.87M +$68.2K 6 4.92% Increased
2407
Alight Capital Management
Alight Capital Management
New York
$8.86M +$8.96M 3 9.08% New
2408
Brandywine Trust
Brandywine Trust
Delaware
$8.86M $0 2 8.59% Maintained
2409
Gilman Hill Asset Management
Gilman Hill Asset Management
Connecticut
$8.86M +$859K 6 3.73% Increased
2410
GCP
Garelick Capital Partners
Massachusetts
$8.84M -$29.9M 1 2.46% Reduced
2411
Chickasaw Capital Management
Chickasaw Capital Management
Tennessee
$8.84M -$150K 5 0.26% Reduced
2412
Hamilton Point Investment Advisors
Hamilton Point Investment Advisors
North Carolina
$8.83M +$275K 4 4.48% Increased
2413
ITIM
Indiana Trust & Investment Management
Indiana
$8.82M +$178K 6 4.93% Increased
2414
Capital Insight Partners
Capital Insight Partners
Arizona
$8.8M +$128K 5 9.09% Increased
2415
Wills Financial Group
Wills Financial Group
Virginia
$8.79M +$419K 4 6.76% Increased
2416
Saban Capital Group
Saban Capital Group
California
$8.78M +$9.5M 3 18.46% New
2417
McKinley Carter Wealth Services
McKinley Carter Wealth Services
West Virginia
$8.77M -$136K 6 2.9% Reduced
2418
Isthmus Partners
Isthmus Partners
Wisconsin
$8.71M -$1.48M 1 2.62% Reduced
2419
Segment Wealth Management
Segment Wealth Management
Texas
$8.7M -$366K 5 2.2% Reduced
2420
Elo Mutual Pension Insurance
Elo Mutual Pension Insurance
Finland
$8.69M $0 1 0.4% Maintained
2421
Spyglass Capital Management
Spyglass Capital Management
California
$8.65M +$8.34M 2 6.48% New
2422
Abbot Financial Management
Abbot Financial Management
Massachusetts
$8.64M -$293K 5 7.61% Reduced
2423
RCM
Red Cedar Management
Utah
$8.63M $0 1 11.45% Maintained
2424
Hutchinson Capital Management
Hutchinson Capital Management
California
$8.62M -$10.7K 2 2.88% Reduced
2425
RHDIC
R.H. Dinel Investment Counsel
California
$8.58M +$9.07M 2 9.65% New