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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
2626
PWAG
Polaris Wealth Advisory Group
California
$572K -$512K 1 0.11% Reduced
2627
PGCM
Prescott Group Capital Management
Oklahoma
$571K $0 2 0.11% Maintained
2628
Scout Investments
Scout Investments
Missouri
$567K +$306K 2 0.01% Increased
2629
EEG
E.E. Geduld
$560K +$541K 2 0.35% New
2630
NCA
NCM Capital Advisers
North Carolina
$555K $0 1 0.74% Maintained
2631
MTWSIF
Mivtachim The Workers Social Insurance Fund
Israel
$553K -$912K 1 0.05% Reduced
2632
EMA
Efficient Market Advisors
California
$552K -$69.4K 4 0.13% Reduced
2633
MGAM
McGowan Group Asset Management
Texas
$543K -$6.3K 2 0.11% Reduced
2634
CAS
CTC Alternative Strategies
Illinois
$543K +$567K 1 0.81% New
2635
LSA
L & S Advisors
California
$534K +$551K 2 0.14% New
2636
SHWM
Smith & Howard Wealth Management
Georgia
$518K -$63.4K 2 0.23% Reduced
2637
CFS
Commonwealth Financial Services
West Virginia
$513K -$7.99K 2 0.56% Reduced
2638
KL
Kinsight LLC
Alabama
$511K -$22.5K 2 0.26% Reduced
2639
AWA
ARS Wealth Advisors
Florida
$503K +$6.75K 1 0.22% Increased
2640
NPPM
North Point Portfolio Managers
Ohio
$500K $0 2 0.09% Maintained
2641
PCM
Perritt Capital Management
Illinois
$499K +$3.25K 1 0.09% Increased
2642
AWM
Affinity Wealth Management
Delaware
$496K +$514K 2 0.32% New
2643
BL
Bolton LP
Connecticut
$496K -$6.42M 1 0.14% Reduced
2644
ACM
Ashford Capital Management
Delaware
$487K -$1.37K 1 0.11% Reduced
2645
RCM
Rotella Capital Management
Washington
$487K +$300K 1 0.4% Increased
2646
FNBOMD
First National Bank of Mount Dora
Florida
$486K -$795K 2 0.27% Reduced
2647
LIA
LBMC Investment Advisors
Tennessee
$483K -$30.1K 1 0.1% Reduced
2648
PC
Pecaut & Co
Iowa
$482K -$804 1 0.47% Reduced
2649
C
CFO4Life
Texas
$481K -$10.1K 1 0.4% Reduced
2650
AF
Aldebaran Financial
$480K +$61.4K 1 0.4% Increased