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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
Skylands Capital
Skylands Capital
Wisconsin
$19.1M +$291K 5 3.14% Increased
2402
Carolinas Wealth Consulting
Carolinas Wealth Consulting
North Carolina
$19.1M +$2.25K 13 4.83% Increased
2403
MCG
McCollum Christoferson Group
New York
$19M -$429K 2 6.37% Reduced
2404
Citizens & Northern Corp
Citizens & Northern Corp
Pennsylvania
$19M +$16.6K 5 8.91% Increased
2405
Sage Capital Advisors
Sage Capital Advisors
South Dakota
$19M +$51.1K 4 9.69% Increased
2406
BDA
Borer Denton & Associates
Pennsylvania
$18.9M +$487K 2 9.42% Increased
2407
Grandview Asset Management
Grandview Asset Management
Pennsylvania
$18.9M -$2.25M 6 12.04% Reduced
2408
Beech Hill Advisors
Beech Hill Advisors
New York
$18.9M -$40.9K 6 10.84% Reduced
2409
Argyle Capital Management
Argyle Capital Management
Pennsylvania
$18.9M -$29.1K 6 7.37% Reduced
2410
Keel Point
Keel Point
Alabama
$18.9M -$368K 5 3.24% Reduced
2411
Exane Asset Management
Exane Asset Management
France
$18.9M $0 1 12.61% Maintained
2412
Beck Bode LLC
Beck Bode LLC
Massachusetts
$18.9M -$12.4M 6 4.09% Reduced
2413
Stableford Capital II
Stableford Capital II
Arizona
$18.8M -$379K 5 9.11% Reduced
2414
Court Place Advisors
Court Place Advisors
Maryland
$18.8M -$129K 4 7.57% Reduced
2415
Portland Global Advisors
Portland Global Advisors
Maine
$18.8M -$1.27M 6 3.76% Reduced
2416
Thomas White International
Thomas White International
Illinois
$18.8M -$685K 6 4.4% Reduced
2417
Voya Financial Advisors
Voya Financial Advisors
Connecticut
$18.8M -$73K 5 2.43% Reduced
2418
ArrowMark Colorado Holdings
ArrowMark Colorado Holdings
Colorado
$18.8M -$33.2M 5 0.23% Reduced
2419
LDFR
Lehman & Derafelo Financial Resources
Pennsylvania
$18.8M +$376K 6 5.91% Increased
2420
Monarch Capital Management
Monarch Capital Management
Indiana
$18.8M -$877K 4 6.11% Reduced
2421
Brown University
Brown University
Rhode Island
$18.7M -$1.2M 1 7.6% Reduced
2422
Nicolet Bankshares
Nicolet Bankshares
Wisconsin
$18.7M -$442K 7 5.35% Reduced
2423
Canal Capital Management
Canal Capital Management
Virginia
$18.7M +$2.22M 4 5.46% Increased
2424
TCI Wealth Advisors
TCI Wealth Advisors
Arizona
$18.6M +$223K 23 3.02% Increased
2425
MidWestOne Financial Group
MidWestOne Financial Group
Iowa
$18.6M +$669K 7 4.75% Increased