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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
2601
Pegasus Partners
Pegasus Partners
Wisconsin
$16.2M -$403K 4 3.32% Reduced
2602
Annandale Capital
Annandale Capital
Texas
$16.2M +$41.8K 6 5.97% Increased
2603
Geo Capital Gestora de Recursos
Geo Capital Gestora de Recursos
Brazil
$16.2M +$2.68M 2 12.77% Increased
2604
Liberty One Investment Management
Liberty One Investment Management
Illinois
$16.2M +$6.52M 7 2.66% Increased
2605
Benedict Financial Advisors
Benedict Financial Advisors
Georgia
$16.2M -$357K 3 5.17% Reduced
2606
IAS
Investment Advisory Services
Texas
$16.1M -$21K 5 9.65% Reduced
2607
Brown Capital Management
Brown Capital Management
Maryland
$16.1M +$776K 4 0.23% Increased
2608
Zullo Investment Group
Zullo Investment Group
Pennsylvania
$16.1M +$399K 15 10.41% Increased
2609
Aurora Investment Managers
Aurora Investment Managers
Florida
$16.1M +$62.9K 5 16.01% Increased
2610
Sculati Wealth Management
Sculati Wealth Management
Michigan
$16.1M +$694K 6 9.51% Increased
2611
Moseley Investment Management
Moseley Investment Management
Florida
$16.1M +$526K 8 11.82% Increased
2612
HCM
Horrell Capital Management
Arkansas
$16.1M +$3.51M 8 5.87% Increased
2613
SOL Capital Management
SOL Capital Management
Maryland
$16.1M +$442K 10 3.35% Increased
2614
Old Port Advisors
Old Port Advisors
Maine
$16.1M -$121K 6 6.4% Reduced
2615
Chatham Capital Group
Chatham Capital Group
Georgia
$16.1M +$1.79M 6 3.94% Increased
2616
Monetta Financial Services
Monetta Financial Services
Illinois
$16M -$706K 3 18.24% Reduced
2617
KCM
Kingdon Capital Management
New York
$16M -$2.94M 2 2.05% Reduced
2618
Arden Trust
Arden Trust
Delaware
$16M -$338K 5 4.05% Reduced
2619
Platte River Wealth Advisors
Platte River Wealth Advisors
Colorado
$16M +$497K 5 7.15% Increased
2620
Mission Creek Capital Partners
Mission Creek Capital Partners
California
$16M -$2.51M 6 6.04% Reduced
2621
Kistler-Tiffany Companies
Kistler-Tiffany Companies
Pennsylvania
$16M -$53.8K 18 3.63% Reduced
2622
NAMP
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$15.9M -$4.03M 7 5.31% Reduced
2623
Roberts Capital Advisors
Roberts Capital Advisors
Colorado
$15.9M $0 6 23.08% Maintained
2624
Avory & Company
Avory & Company
Florida
$15.9M +$1.07M 1 13.49% Increased
2625
Nadler Financial Group
Nadler Financial Group
Illinois
$15.9M +$80.5K 6 3.03% Increased