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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
2826
Enterprise Financial Services Corp (EFSC)
Enterprise Financial Services Corp (EFSC)
Missouri
$13M -$206K 6 9.01% Reduced
2827
Sierra Capital
Sierra Capital
Florida
$13M +$1.87M 10 2.23% Increased
2828
Byrne Asset Management
Byrne Asset Management
New Jersey
$13M -$520K 8 9.44% Reduced
2829
TFG Advisers
TFG Advisers
Michigan
$13M +$228K 4 6.68% Increased
2830
Malaga Cove Capital
Malaga Cove Capital
California
$13M -$1.6M 9 7.1% Reduced
2831
Cedar Brook Financial Partners
Cedar Brook Financial Partners
Ohio
$13M +$249K 8 3.66% Increased
2832
Montgomery Investment Management
Montgomery Investment Management
Maryland
$13M -$326K 3 4.62% Reduced
2833
Beverly Hills Private Wealth
Beverly Hills Private Wealth
California
$13M +$13.5M 7 5.67% New
2834
Lawson Kroeker Investment Management
Lawson Kroeker Investment Management
Nebraska
$13M -$71K 2 4.38% Reduced
2835
Hunter Perkins Capital Management
Hunter Perkins Capital Management
Illinois
$12.9M +$1.24M 3 2.92% Increased
2836
Eos Management LP
Eos Management LP
New York
$12.9M +$6.41M 4 6.54% Increased
2837
Beddow Capital Management
Beddow Capital Management
Wyoming
$12.9M +$710K 4 6.61% Increased
2838
FP
Financial Perspectives
Minnesota
$12.9M -$565K 17 6.63% Reduced
2839
Security National Bank of So Dak
Security National Bank of So Dak
Iowa
$12.9M +$1.28M 6 9.38% Increased
2840
DeDora Capital
DeDora Capital
California
$12.9M +$106K 5 6.13% Increased
2841
Blue Zone Wealth Advisors
Blue Zone Wealth Advisors
California
$12.9M -$226K 5 6.9% Reduced
2842
Oxinas Partners Wealth Management
Oxinas Partners Wealth Management
Indiana
$12.9M +$10.4K 4 10.9% Increased
2843
Clay Northam Wealth Management
Clay Northam Wealth Management
California
$12.9M -$451K 7 14.85% Reduced
2844
Leelyn Smith
Leelyn Smith
Illinois
$12.9M +$1.99M 10 3.53% Increased
2845
Godshalk Welsh Capital Management
Godshalk Welsh Capital Management
Pennsylvania
$12.9M -$640K 4 9.38% Reduced
2846
Affinity Investment Advisors
Affinity Investment Advisors
California
$12.8M +$225K 7 5.91% Increased
2847
FAG
Fortitude Advisory Group
Washington
$12.8M +$900K 7 10.92% Increased
2848
Redmond Asset Management
Redmond Asset Management
Virginia
$12.8M -$182K 5 4.61% Reduced
2849
Isthmus Partners
Isthmus Partners
Wisconsin
$12.8M -$362K 3 1.92% Reduced
2850
Ayrshire Capital Management
Ayrshire Capital Management
Connecticut
$12.8M +$231K 3 8.97% Increased