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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
White Pine Capital
White Pine Capital
Minnesota
$31.1M -$320K 6 10.47% Reduced
2702
Burke & Herbert Bank & Trust
Burke & Herbert Bank & Trust
Virginia
$31.1M -$167K 7 7.37% Reduced
2703
Gabelli & Co Investment Advisers
Gabelli & Co Investment Advisers
New York
$31.1M +$4.33M 5 5.3% Increased
2704
Hourglass Capital
Hourglass Capital
Texas
$31.1M -$3.94M 6 8.57% Reduced
2705
Strait & Sound Wealth Management
Strait & Sound Wealth Management
California
$31.1M -$651K 6 14.4% Reduced
2706
Biltmore Family Office
Biltmore Family Office
North Carolina
$31M -$128K 6 5.21% Reduced
2707
Valley National Advisers
Valley National Advisers
Pennsylvania
$31M -$3.06M 14 5.57% Reduced
2708
Long Corridor Asset Management
Long Corridor Asset Management
Hong Kong
$31M +$5.39M 2 23.28% Increased
2709
Founders Financial Securities
Founders Financial Securities
Maryland
$31M +$757K 6 2.79% Increased
2710
Madrona Financial Services
Madrona Financial Services
Washington
$31M -$396K 4 8.44% Reduced
2711
Oxford Financial Group
Oxford Financial Group
Indiana
$31M -$6.1M 6 2.01% Reduced
2712
SPC Financial Inc
SPC Financial Inc
Maryland
$31M +$6.74M 8 2.7% Increased
2713
Octahedron Capital Management
Octahedron Capital Management
California
$30.9M +$5.85M 5 29.35% Increased
2714
WA1
Wimmer Associates 1
California
$30.9M -$183K 6 15.26% Reduced
2715
FCA
FLC Capital Advisors
California
$30.8M -$847K 6 7.09% Reduced
2716
Founders Financial Alliance
Founders Financial Alliance
North Carolina
$30.8M +$1.74M 10 8.46% Increased
2717
Rempart Asset Management
Rempart Asset Management
Canada
$30.8M -$997K 1 6.12% Reduced
2718
Empire Financial Management Company
Empire Financial Management Company
New York
$30.8M -$360K 7 9.6% Reduced
2719
Brown Miller Wealth Management
Brown Miller Wealth Management
Virginia
$30.8M -$61.6K 6 11.79% Reduced
2720
Permanent Capital Management
Permanent Capital Management
Illinois
$30.7M +$30.8M 4 9.51% New
2721
Matthew 25 Management Corp
Matthew 25 Management Corp
Pennsylvania
$30.7M +$1.02M 1 9.74% Increased
2722
Hendley & Co
Hendley & Co
Ohio
$30.7M +$101K 5 10.77% Increased
2723
Transatlantique Private Wealth
Transatlantique Private Wealth
New York
$30.7M -$51.3K 7 11.65% Reduced
2724
CIA
Citadel Investment Advisory
Ohio
$30.6M +$654K 6 15.88% Increased
2725
Tranquility Partners
Tranquility Partners
Tennessee
$30.6M -$60.9K 6 11.52% Reduced