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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
2901
Independent Solutions Wealth Management
Independent Solutions Wealth Management
New York
$7.5M +$579K 7 4.15% Increased
2902
Sage Rhino Capital
Sage Rhino Capital
California
$7.5M +$105K 8 5.38% Increased
2903
Blue Grotto Capital
Blue Grotto Capital
Georgia
$7.49M -$12.3M 2 5.51% Reduced
2904
Houlihan Financial Resource Group
Houlihan Financial Resource Group
Virginia
$7.49M -$2.4M 5 6.52% Reduced
2905
Bank of Marin
Bank of Marin
California
$7.49M +$1.06M 6 10.2% Increased
2906
TrueWealth LLC
TrueWealth LLC
Georgia
$7.48M +$102K 14 3.64% Increased
2907
Lumbard & Kellner
Lumbard & Kellner
New Hampshire
$7.48M -$384K 2 5.02% Reduced
2908
Blue Square Asset Management
Blue Square Asset Management
New York
$7.48M -$1.22M 4 6.91% Reduced
2909
NED
Nancy E. Dempze
$7.46M +$310K 4 10.04% Increased
2910
AP
Arlington Partners
Alabama
$7.46M +$5.11M 6 3.88% Increased
2911
Merit Financial Group
Merit Financial Group
Georgia
$7.45M +$281K 6 0.83% Increased
2912
Harvey Investment Company
Harvey Investment Company
Kentucky
$7.44M -$49.1K 4 1.46% Reduced
2913
Prince Street Capital Management
Prince Street Capital Management
New York
$7.43M -$74.3K 1 8.01% Reduced
2914
MYDA Advisors
MYDA Advisors
New York
$7.43M -$16.6M 4 4.61% Reduced
2915
WealthBridge Investment Counsel
WealthBridge Investment Counsel
Alberta, Canada
$7.43M +$295K 3 6.31% Increased
2916
New Silk Road Investment
New Silk Road Investment
Singapore
$7.41M -$6.47M 1 8.61% Reduced
2917
Northwest Capital Management
Northwest Capital Management
Oregon
$7.41M +$367K 2 7.41% Increased
2918
Vigilare Wealth Management
Vigilare Wealth Management
Arizona
$7.41M +$365K 5 8.86% Increased
2919
St. Johns Investment Management
St. Johns Investment Management
Florida
$7.38M +$494K 5 6.61% Increased
2920
Baugh & Associates
Baugh & Associates
Georgia
$7.38M -$339K 1 7.13% Reduced
2921
Stewardship Financial Advisors
Stewardship Financial Advisors
Georgia
$7.38M -$429K 3 3.76% Reduced
2922
Monte Financial Group
Monte Financial Group
Connecticut
$7.37M -$784K 5 7.14% Reduced
2923
HMS Capital Management
HMS Capital Management
Tennessee
$7.37M -$295K 4 7.17% Reduced
2924
AIP
Ahrens Investment Partners
Louisiana
$7.37M +$1.91M 6 5.29% Increased
2925
Symphony Asset Management
Symphony Asset Management
California
$7.35M +$4.11M 2 2.31% Increased