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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
Grandview Asset Management
Grandview Asset Management
Pennsylvania
$18.3M +$191K 6 11.36% Increased
2402
American Trust
American Trust
Kentucky
$18.2M +$1.17M 7 1.69% Increased
2403
Wedge Capital Management
Wedge Capital Management
North Carolina
$18.2M -$43.1M 9 0.29% Reduced
2404
TAA
TB Alternative Assets
Cayman Islands
$18.2M $0 4 6.54% Maintained
2405
Wayfinding Financial
Wayfinding Financial
Washington
$18.2M -$746K 5 14.56% Reduced
2406
Oakcliff Capital Partners
Oakcliff Capital Partners
New York
$18.1M +$1.05M 1 13.52% Increased
2407
Horan Capital Advisors
Horan Capital Advisors
Ohio
$18.1M +$163K 4 7.95% Increased
2408
Delta Financial Group
Delta Financial Group
New Jersey
$18M +$18.7M 6 7.98% New
2409
Honeycomb Asset Management
Honeycomb Asset Management
New York
$18M -$119M 2 4.79% Reduced
2410
Citizens & Northern Corp
Citizens & Northern Corp
Pennsylvania
$18M -$16.1K 5 7.44% Reduced
2411
Marcum Wealth
Marcum Wealth
Ohio
$18M -$777K 6 2.39% Reduced
2412
Aspen Grove Capital
Aspen Grove Capital
Colorado
$18M +$18.7M 10 8.33% New
2413
EIM
Ervin Investment Management
Washington
$18M -$199K 5 16.37% Reduced
2414
Old Point Trust & Financial Services N A
Old Point Trust & Financial Services N A
Virginia
$18M +$478K 5 8.29% Increased
2415
Fortis Capital Management
Fortis Capital Management
Washington
$18M +$12.9M 3 13.3% Increased
2416
Bell & Brown Wealth Advisors
Bell & Brown Wealth Advisors
California
$18M +$1.14M 5 9.88% Increased
2417
PAM
Pegasus Asset Management
New York
$18M -$86.6K 5 9.69% Reduced
2418
Stelac Advisory Services
Stelac Advisory Services
New York
$17.9M +$66.5K 7 8.13% Increased
2419
CCM
Conway Capital Management
California
$17.9M -$809K 4 18.15% Reduced
2420
ASA
Armstrong Shaw Associates
Connecticut
$17.9M -$16.8K 5 17.78% Reduced
2421
Geo Capital Gestora de Recursos
Geo Capital Gestora de Recursos
Brazil
$17.9M +$2.4M 2 14.29% Increased
2422
Capital Planning
Capital Planning
Washington
$17.9M -$410K 3 7.94% Reduced
2423
Harrell Investment Partners
Harrell Investment Partners
Texas
$17.8M +$816K 4 7.01% Increased
2424
JB Capital
JB Capital
Connecticut
$17.8M +$4.2M 6 1.75% Increased
2425
Farmers National Bank
Farmers National Bank
Kentucky
$17.8M +$138K 6 6.36% Increased