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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
2426
Impala Asset Management
Impala Asset Management
Florida
$8.58M -$26.1M 1 0.46% Reduced
2427
Grove Bank & Trust
Grove Bank & Trust
Florida
$8.57M +$270K 6 4% Increased
2428
Westover Capital Advisors
Westover Capital Advisors
Delaware
$8.57M +$385K 3 5.36% Increased
2429
Patten Group
Patten Group
Tennessee
$8.54M -$1.17M 11 4.05% Reduced
2430
Boardman Bay Capital Management
Boardman Bay Capital Management
New York
$8.53M -$829K 5 17.54% Reduced
2431
Princeton Global Asset Management
Princeton Global Asset Management
New Jersey
$8.52M +$8.92M 5 7.51% New
2432
Quadrant Capital Management
Quadrant Capital Management
New Jersey
$8.51M +$2.16M 3 5.6% Increased
2433
Cornerstone Advisors (Washington)
Cornerstone Advisors (Washington)
Washington
$8.5M +$260K 14 1.52% Increased
2434
Providence First Trust
Providence First Trust
Arizona
$8.5M +$41K 4 6.72% Increased
2435
BA
Broadview Advisors
Wisconsin
$8.49M +$10.1M 2 2.44% New
2436
Johanson Financial Advisors
Johanson Financial Advisors
California
$8.48M -$755K 4 5.71% Reduced
2437
Ruggie Capital Group
Ruggie Capital Group
Florida
$8.46M +$2.91M 7 3.79% Increased
2438
Nicolet Bankshares
Nicolet Bankshares
Wisconsin
$8.45M +$30.8K 7 4.07% Increased
2439
Summit Financial Group
Summit Financial Group
West Virginia
$8.44M -$55.2K 6 7.16% Reduced
2440
AMI Investment Management
AMI Investment Management
Indiana
$8.44M +$628K 4 4.98% Increased
2441
PAM
Pegasus Asset Management
New York
$8.44M +$347K 5 7.97% Increased
2442
Bank OZK
Bank OZK
Arkansas
$8.43M -$63.1K 5 4.25% Reduced
2443
Rings Capital Management
Rings Capital Management
Illinois
$8.43M +$8.89M 1 8.61% New
2444
SFE Investment Counsel
SFE Investment Counsel
California
$8.43M +$1.42M 4 4.31% Increased
2445
Pecaut & Co
Pecaut & Co
Iowa
$8.42M +$115K 2 6.95% Increased
2446
Murphy Pohlad Asset Management
Murphy Pohlad Asset Management
Minnesota
$8.41M -$268K 3 5.85% Reduced
2447
Redmond Asset Management
Redmond Asset Management
Virginia
$8.39M -$316K 5 4.01% Reduced
2448
EGA
E&G Advisors
Texas
$8.38M +$1.01M 7 3.79% Increased
2449
Scion Asset Management
Scion Asset Management
California
$8.36M +$8.65M 1 8.08% New
2450
HMS Capital Management
HMS Capital Management
Tennessee
$8.36M +$362K 4 4.21% Increased