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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
2551
CF
Clarity Financial
Texas
$16.8M +$3.99M 5 3.94% Increased
2552
JAIC
Josh Arnold Investment Consultant
Minnesota
$16.8M -$46.9K 1 22.61% Reduced
2553
Bienville Capital Management
Bienville Capital Management
New York
$16.8M -$1.17M 5 6.59% Reduced
2554
Waycross Partners
Waycross Partners
Kentucky
$16.8M -$120K 4 11.32% Reduced
2555
Security Benefit Life Insurance Company
Security Benefit Life Insurance Company
Kansas
$16.8M +$1.73M 1 1.58% Increased
2556
MGM
Miura Global Management
New York
$16.8M -$10M 2 10.08% Reduced
2557
Sturgeon Ventures
Sturgeon Ventures
United Kingdom
$16.8M -$11.8M 4 12.87% Reduced
2558
Ravenstone Capital Management
Ravenstone Capital Management
$16.8M +$11.9K 4 14.69% Increased
2559
Hourglass Capital
Hourglass Capital
Texas
$16.8M -$51.6K 6 6.36% Reduced
2560
Schwarz Dygos Wheeler Investment Advisors
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$16.8M -$699K 5 7.43% Reduced
2561
Patton Albertson Miller Group
Patton Albertson Miller Group
Tennessee
$16.7M -$49.1K 5 3.6% Reduced
2562
M. Kulyk & Associates
M. Kulyk & Associates
Georgia
$16.7M +$2.24M 6 5.82% Increased
2563
Once Capital Management
Once Capital Management
New York
$16.7M $0 3 21.79% Maintained
2564
Old Point Trust & Financial Services N A
Old Point Trust & Financial Services N A
Virginia
$16.7M +$1.44M 5 8.39% Increased
2565
Archon Capital Management
Archon Capital Management
Washington
$16.7M +$528K 2 2.97% Increased
2566
Marshall & Sullivan
Marshall & Sullivan
Washington
$16.7M -$25.2K 4 11.54% Reduced
2567
Hudson Way Capital Management
Hudson Way Capital Management
Texas
$16.7M +$7.62M 1 4.56% Increased
2568
Alcosta Capital Management
Alcosta Capital Management
California
$16.7M -$544K 3 16.35% Reduced
2569
Audent Global Asset Management
Audent Global Asset Management
California
$16.6M -$1.5M 4 22.69% Reduced
2570
DT Investment Partners
DT Investment Partners
Pennsylvania
$16.6M -$6.59M 9 2.72% Reduced
2571
Peak Planning Group
Peak Planning Group
Colorado
$16.6M -$435K 4 15.41% Reduced
2572
Allred Capital Management
Allred Capital Management
Texas
$16.6M -$120K 6 10.37% Reduced
2573
Adams Wealth Management
Adams Wealth Management
Utah
$16.6M -$993K 5 6.22% Reduced
2574
Altrinsic Global Advisors
Altrinsic Global Advisors
Connecticut
$16.6M -$2.97M 1 0.76% Reduced
2575
FVCM
F&V Capital Management
Florida
$16.6M -$9.42M 3 6.4% Reduced