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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
Stewardship Financial Advisors
Stewardship Financial Advisors
Georgia
$9.6M +$218K 4 4.21% Increased
2902
Lantz Financial
Lantz Financial
Illinois
$9.6M -$565K 5 6.89% Reduced
2903
BRC
Bell Rock Capital
Delaware
$9.6M -$1.3M 4 12.41% Reduced
2904
Orser Capital Management
Orser Capital Management
Texas
$9.6M -$273K 4 8.65% Reduced
2905
FCG Advisors
FCG Advisors
New Jersey
$9.5M +$502K 7 2.49% Increased
2906
Harvey Investment Company
Harvey Investment Company
Kentucky
$9.5M +$307K 5 1.62% Increased
2907
NED
Nancy E. Dempze
$9.5M -$96.7K 4 10.65% Reduced
2908
Texas Capital Bank Wealth Management Services
Texas Capital Bank Wealth Management Services
Texas
$9.5M -$435K 5 2.13% Reduced
2909
Somerset Group
Somerset Group
Minnesota
$9.5M -$186K 2 9.34% Reduced
2910
Townsend Asset Management
Townsend Asset Management
North Carolina
$9.5M +$187K 5 7.68% Increased
2911
HCA
Hyperion Capital Advisors
New York
$9.49M +$2.4M 4 5.59% Increased
2912
Baugh & Associates
Baugh & Associates
Georgia
$9.48M -$36.5K 1 7.56% Reduced
2913
H2O AM
H2O AM
United Kingdom
$9.47M -$7.2M 7 10.04% Reduced
2914
Walleye Capital
Walleye Capital
New York
$9.46M +$6.12M 9 2.11% Increased
2915
BTG Pactual Global Asset Management
BTG Pactual Global Asset Management
Bermuda
$9.46M -$7.41M 3 1.3% Reduced
2916
Security National Bank of Sioux City Iowa
Security National Bank of Sioux City Iowa
Iowa
$9.44M +$147K 5 10.16% Increased
2917
TrueWealth LLC
TrueWealth LLC
Georgia
$9.43M -$274K 14 3.96% Reduced
2918
Focused Wealth Management
Focused Wealth Management
New York
$9.42M -$748K 15 2.18% Reduced
2919
WMA
Wealth Management Associates
New Jersey
$9.4M +$262K 8 7.92% Increased
2920
Charter Research & Investment Group
Charter Research & Investment Group
Connecticut
$9.31M +$232K 6 10.74% Increased
2921
Intrinsic Edge Capital Management
Intrinsic Edge Capital Management
Illinois
$9.31M -$19.6M 3 0.86% Reduced
2922
Game Creek Capital
Game Creek Capital
Massachusetts
$9.28M -$2.2M 3 7.61% Reduced
2923
Tuttle Capital Management
Tuttle Capital Management
Connecticut
$9.28M -$1.27M 4 6.62% Reduced
2924
JCM
JD Capital Management
Connecticut
$9.26M +$8.6M 2 5.24% New
2925
FA
Financial Advantage
Maryland
$9.25M +$35.8K 5 6.99% Increased