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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
Old Second National Bank of Aurora
Old Second National Bank of Aurora
Illinois
$35.7M -$616K 9 9.16% Reduced
2402
Legacy Financial Advisors
Legacy Financial Advisors
Kentucky
$35.7M +$981K 7 6.36% Increased
2403
Perennial Investment Advisors
Perennial Investment Advisors
California
$35.7M +$1.25M 8 5.09% Increased
2404
SIA
Strategic Investment Advisors
Michigan
$35.6M +$156K 5 4.34% Increased
2405
Selway Asset Management
Selway Asset Management
$35.6M -$5.68M 5 14.51% Reduced
2406
Legacy CG
Legacy CG
Texas
$35.6M +$4.94M 5 12.13% Increased
2407
In-Depth Partners
In-Depth Partners
Florida
$35.6M -$7.82M 4 32.74% Reduced
2408
Geneva Partners
Geneva Partners
Wisconsin
$35.5M +$6.25M 3 14.64% Increased
2409
Perseverance Asset Management International
Perseverance Asset Management International
Cayman Islands
$35.5M -$5.76M 3 4.66% Reduced
2410
ET
Entropy Technologies
New York
$35.5M +$5.06M 13 3.84% Increased
2411
Nicolet Bankshares
Nicolet Bankshares
Wisconsin
$35.5M +$265K 7 8.8% Increased
2412
M. Kulyk & Associates
M. Kulyk & Associates
Georgia
$35.4M -$372K 6 8.22% Reduced
2413
Signet Financial Management
Signet Financial Management
New Jersey
$35.4M +$127K 6 4.77% Increased
2414
Greater Midwest Financial Group
Greater Midwest Financial Group
Minnesota
$35.3M -$913K 5 22.34% Reduced
2415
Wills Financial Group
Wills Financial Group
Virginia
$35.2M +$41.4K 4 16.19% Increased
2416
Skylands Capital
Skylands Capital
Wisconsin
$35.2M -$3.11M 4 4.98% Reduced
2417
Thames Capital Management
Thames Capital Management
New Jersey
$35.1M +$1.18M 2 13.74% Increased
2418
Main Street Financial Solutions
Main Street Financial Solutions
Pennsylvania
$35.1M +$1.96M 8 3.3% Increased
2419
Newman Dignan & Sheerar Inc
Newman Dignan & Sheerar Inc
Rhode Island
$35.1M +$61.1K 6 9.04% Increased
2420
Sentry Investment Management
Sentry Investment Management
Wisconsin
$35M -$7.56M 9 15.55% Reduced
2421
Brown, Lisle/Cummings
Brown, Lisle/Cummings
Rhode Island
$35M +$1.64M 11 11.4% Increased
2422
Frisch Financial Group
Frisch Financial Group
New York
$35M +$89.1K 6 10.6% Increased
2423
Chapin Davis
Chapin Davis
Maryland
$34.9M +$670K 5 11.94% Increased
2424
Stelac Advisory Services
Stelac Advisory Services
New York
$34.9M -$1.32M 5 14.65% Reduced
2425
Court Place Advisors
Court Place Advisors
Maryland
$34.9M +$1.34M 5 10.96% Increased