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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
2701
Bedel Financial Consulting
Bedel Financial Consulting
Indiana
$17M +$108K 7 4.14% Increased
2702
Nikulski Financial
Nikulski Financial
Iowa
$17M +$45.5K 3 7.5% Increased
2703
WrapManager Inc
WrapManager Inc
California
$17M +$1.06M 7 5.21% Increased
2704
Bluegrass Capital Partners
Bluegrass Capital Partners
Florida
$16.9M -$3.77M 2 18.81% Reduced
2705
Family Legacy Inc
Family Legacy Inc
South Carolina
$16.9M +$429K 4 7.25% Increased
2706
Investidor Profissional Gestao de Recursos
Investidor Profissional Gestao de Recursos
Brazil
$16.9M -$22.6M 3 6.19% Reduced
2707
Marathon Capital Management
Marathon Capital Management
Maryland
$16.9M +$178K 8 4.17% Increased
2708
Prospector Partners
Prospector Partners
Connecticut
$16.9M -$1.65M 3 2.35% Reduced
2709
Hood River Capital Management
Hood River Capital Management
Florida
$16.9M +$13.6M 1 0.55% New
2710
Moseley Investment Management
Moseley Investment Management
Florida
$16.9M -$524K 6 10.95% Reduced
2711
Mill Creek Capital Advisors
Mill Creek Capital Advisors
Pennsylvania
$16.9M +$789K 5 0.62% Increased
2712
Sitrin Capital Management
Sitrin Capital Management
California
$16.9M -$8.96M 5 10.22% Reduced
2713
Saber Capital Management
Saber Capital Management
North Carolina
$16.9M -$16.5M 4 31.55% Reduced
2714
Chesapeake Wealth Management
Chesapeake Wealth Management
Virginia
$16.8M -$10.3K 6 7.03% Reduced
2715
Evolutionary Tree Capital Management
Evolutionary Tree Capital Management
Virginia
$16.8M -$5.43M 5 23.29% Reduced
2716
Soapstone Management
Soapstone Management
Maryland
$16.8M -$9.8M 1 7.5% Reduced
2717
NWK Group
NWK Group
California
$16.8M +$1.75M 5 10.9% Increased
2718
Morton Capital Management
Morton Capital Management
California
$16.8M -$340K 7 5.93% Reduced
2719
Hunter Perkins Capital Management
Hunter Perkins Capital Management
Illinois
$16.7M +$1.39M 3 3.95% Increased
2720
Tradewinds LLC
Tradewinds LLC
North Carolina
$16.7M +$11.4M 5 10.13% Increased
2721
HUB Investment Partners
HUB Investment Partners
Texas
$16.7M +$7.86M 8 3.45% Increased
2722
Pacifica Partners
Pacifica Partners
Canada
$16.7M +$461K 13 10.05% Increased
2723
Audent Global Asset Management
Audent Global Asset Management
California
$16.7M +$891K 4 23.36% Increased
2724
CFM
Comprehensive Financial Management
California
$16.7M $0 3 0.51% Maintained
2725
Investment Research & Advisory Group
Investment Research & Advisory Group
Georgia
$16.7M +$185K 7 10.69% Increased