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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
2751
Game Plan Financial Advisors
Game Plan Financial Advisors
Ohio
$15.3M +$283K 5 9.85% Increased
2752
Grace Capital
Grace Capital
Massachusetts
$15.2M -$2.34M 9 9.69% Reduced
2753
Cincinnati Specialty Underwriters Insurance
Cincinnati Specialty Underwriters Insurance
Ohio
$15.2M $0 2 6.59% Maintained
2754
Mivtachim The Workers Social Insurance Fund
Mivtachim The Workers Social Insurance Fund
Israel
$15.2M -$4.76M 1 0.56% Reduced
2755
Jacobson & Schmitt Advisors
Jacobson & Schmitt Advisors
Wisconsin
$15.1M +$678K 1 4.89% Increased
2756
Stolper & Co
Stolper & Co
Oklahoma
$15.1M -$25.8K 3 7.78% Reduced
2757
Heartland Advisors
Heartland Advisors
Wisconsin
$15.1M +$5.83M 4 0.95% Increased
2758
United Capital Management of KS
United Capital Management of KS
Kansas
$15.1M -$488K 3 6.93% Reduced
2759
Poehling Capital Management
Poehling Capital Management
Wisconsin
$15.1M -$232K 5 5.27% Reduced
2760
Founders Financial Alliance
Founders Financial Alliance
North Carolina
$15.1M +$470K 8 7.41% Increased
2761
Pecaut & Co
Pecaut & Co
Iowa
$15M -$564K 3 10.85% Reduced
2762
RBA Wealth Management
RBA Wealth Management
California
$15M -$49.8K 7 12.75% Reduced
2763
Texas Capital Bank Wealth Management Services
Texas Capital Bank Wealth Management Services
Texas
$15M -$3.69M 5 2.14% Reduced
2764
Rational Advisors
Rational Advisors
New York
$15M +$38.5K 7 2.77% Increased
2765
Howard Hughes Medical Institute
Howard Hughes Medical Institute
Maryland
$15M $0 2 5.1% Maintained
2766
WWM
Windsor Wealth Management
Indiana
$15M +$69K 7 3.57% Increased
2767
Barometer Capital Management
Barometer Capital Management
Ontario, Canada
$15M -$1.48M 3 2.48% Reduced
2768
FCA
FLC Capital Advisors
California
$14.9M +$1.45M 5 4.68% Increased
2769
Foundations Investment Advisors
Foundations Investment Advisors
Arizona
$14.9M +$2.88M 6 0.86% Increased
2770
Piscataqua Savings Bank
Piscataqua Savings Bank
New Hampshire
$14.9M +$14.6M 7 13.3% New
2771
Bishop Rock Capital
Bishop Rock Capital
New York
$14.9M -$3.52M 1 5.06% Reduced
2772
TFG Advisers
TFG Advisers
Michigan
$14.9M +$98.1K 4 7.68% Increased
2773
Field & Main Bank
Field & Main Bank
Kentucky
$14.9M -$388K 7 10.67% Reduced
2774
Hikari Power
Hikari Power
Japan
$14.9M -$99.2K 1 1.56% Reduced
2775
Horizon Kinetics Asset Management
Horizon Kinetics Asset Management
New York
$14.8M -$4.05M 4 0.34% Reduced