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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
Inscription Capital
Inscription Capital
Texas
$17.2M +$1.46M 6 7.62% Increased
2402
PIG
Pantheon Investment Group
California
$17.1M -$300K 4 20.42% Reduced
2403
Marshall & Sullivan
Marshall & Sullivan
Washington
$17.1M -$187K 4 11.54% Reduced
2404
White Pine Capital
White Pine Capital
Minnesota
$17.1M +$67.1K 6 6.96% Increased
2405
Paragon Capital Management (Colorado)
Paragon Capital Management (Colorado)
Colorado
$17.1M +$511K 3 9.32% Increased
2406
Spotlight Asset Group
Spotlight Asset Group
Illinois
$17.1M -$926K 5 6.71% Reduced
2407
Dorchester Wealth Management
Dorchester Wealth Management
Quebec, Canada
$17M -$334K 6 5.26% Reduced
2408
Cardinal Capital Management Inc (Canada)
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$17M +$126K 1 1.22% Increased
2409
Nadler Financial Group
Nadler Financial Group
Illinois
$16.9M +$2.47M 7 3.76% Increased
2410
First Heartland Consultants
First Heartland Consultants
Missouri
$16.9M +$46.9K 8 3.21% Increased
2411
Meristem Family Wealth
Meristem Family Wealth
Minnesota
$16.9M +$53.6K 7 4.34% Increased
2412
Delta Investment Management
Delta Investment Management
California
$16.9M -$2.66M 5 9.16% Reduced
2413
Mount Vernon Associates
Mount Vernon Associates
Maryland
$16.9M -$350K 4 20.24% Reduced
2414
Snow Capital Management
Snow Capital Management
Pennsylvania
$16.9M -$111K 4 3.36% Reduced
2415
Mattern Wealth Management
Mattern Wealth Management
Kansas
$16.9M +$69.5K 3 7.23% Increased
2416
First City Capital Management
First City Capital Management
Georgia
$16.9M +$6.86M 5 6.27% Increased
2417
Cincinnati Casualty Company
Cincinnati Casualty Company
Ohio
$16.8M $0 1 13.13% Maintained
2418
Nikulski Financial
Nikulski Financial
Iowa
$16.8M +$317K 3 10.65% Increased
2419
Shelter Mutual Insurance
Shelter Mutual Insurance
Missouri
$16.8M $0 2 5.76% Maintained
2420
Gunderson Capital Management
Gunderson Capital Management
South Carolina
$16.8M +$4.18M 4 14.52% Increased
2421
Almanack Investment Partners
Almanack Investment Partners
Pennsylvania
$16.8M +$830K 7 2.06% Increased
2422
WBH Advisory
WBH Advisory
Maryland
$16.8M -$235K 7 3.38% Reduced
2423
Montecito Bank & Trust
Montecito Bank & Trust
California
$16.7M -$27K 6 4.26% Reduced
2424
TBH Global Asset Management
TBH Global Asset Management
Tennessee
$16.7M +$634K 6 5.79% Increased
2425
Svenska Handelsbanken
Svenska Handelsbanken
Sweden
$16.7M -$1.87M 4 15.9% Reduced