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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
Addison Capital
Addison Capital
Pennsylvania
$18.5M -$429K 4 8.3% Reduced
2902
NWK Group
NWK Group
California
$18.5M +$323K 4 6.81% Increased
2903
Robertson Opportunity Capital
Robertson Opportunity Capital
Texas
$18.5M +$4.23M 2 8.46% Increased
2904
Alaethes Wealth
Alaethes Wealth
Nevada
$18.5M +$669K 7 11.62% Increased
2905
Corbenic Partners
Corbenic Partners
Pennsylvania
$18.4M +$359K 11 3.57% Increased
2906
Vanguard Capital Wealth Advisors
Vanguard Capital Wealth Advisors
Colorado
$18.4M +$441K 7 13.23% Increased
2907
IBOK
Independence Bank of Kentucky
Kentucky
$18.4M -$1.3M 7 7.52% Reduced
2908
Ironwood Financial
Ironwood Financial
Arizona
$18.4M -$195K 6 5.04% Reduced
2909
RDA Financial Network
RDA Financial Network
Iowa
$18.4M +$1.17M 4 7.5% Increased
2910
Teza Capital Management
Teza Capital Management
Illinois
$18.4M +$9.28M 8 4.92% Increased
2911
SCM
Stamina Capital Management
New York
$18.4M +$18.3M 1 4.77% New
2912
Mine & Arao Wealth Creation & Management
Mine & Arao Wealth Creation & Management
California
$18.4M +$500K 8 10.12% Increased
2913
Mizuho Markets Americas
Mizuho Markets Americas
New York
$18.3M -$11.8M 1 0.95% Reduced
2914
Newbridge Financial Services Group
Newbridge Financial Services Group
Florida
$18.3M +$4.35M 27 8.63% Increased
2915
Financial Insights
Financial Insights
Washington
$18.2M -$34.7K 2 15.73% Reduced
2916
Lawson Kroeker Investment Management
Lawson Kroeker Investment Management
Nebraska
$18.2M +$180K 2 5.65% Increased
2917
Mattern Capital Management
Mattern Capital Management
Colorado
$18.2M -$1.29M 3 3.18% Reduced
2918
Field & Main Bank
Field & Main Bank
Kentucky
$18.2M +$189K 8 10.48% Increased
2919
Ceeto Capital Group
Ceeto Capital Group
Florida
$18.2M +$597K 7 7.59% Increased
2920
Plotkin Financial Advisors
Plotkin Financial Advisors
Maryland
$18.2M -$2.79M 6 11.47% Reduced
2921
Wayfinding Financial
Wayfinding Financial
Washington
$18.2M +$19.7M 5 14.56% New
2922
Minot Capital
Minot Capital
Colorado
$18.1M +$7.13M 1 2.92% Increased
2923
Forefront Wealth Management
Forefront Wealth Management
Pennsylvania
$18.1M +$18M 3 17.3% New
2924
Shelter Mutual Insurance
Shelter Mutual Insurance
Missouri
$18.1M -$222K 2 4.7% Reduced
2925
Peterson Financial Group
Peterson Financial Group
Iowa
$18.1M +$17.8M 4 14.76% New