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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
Crews Bank & Trust
Crews Bank & Trust
Florida
$34.2M -$863K 8 4.89% Reduced
2902
Winmill & Co
Winmill & Co
New Hampshire
$34M $0 2 9.07% Maintained
2903
Sava Pension Fund (Sava Penzisko Drushtvo)
Sava Pension Fund (Sava Penzisko Drushtvo)
$34M -$5.21M 4 10.98% Reduced
2904
SL
Siren LLC
Connecticut
$34M -$2.09M 5 1.01% Reduced
2905
CVA Family Office
CVA Family Office
Colorado
$34M +$1.29M 18 3.91% Increased
2906
LMG Wealth Partners
LMG Wealth Partners
Louisiana
$34M -$1.26M 6 6.34% Reduced
2907
AB
Atlas Brown
Kentucky
$34M -$586K 7 10.1% Reduced
2908
Marathon Wealth Advisors
Marathon Wealth Advisors
Massachusetts
$34M +$33.2M 4 13.49% New
2909
HIS
Horizon Investment Services
Indiana
$33.9M -$44.8K 5 12.21% Reduced
2910
Orca Investment Management
Orca Investment Management
Oregon
$33.9M -$341K 5 26.71% Reduced
2911
QCI
Quaker Capital Investments
Pennsylvania
$33.9M $0 1 8.74% Maintained
2912
Capital Insight Partners
Capital Insight Partners
Arizona
$33.9M -$6.67M 6 7.17% Reduced
2913
Two Sigma Securities
Two Sigma Securities
New York
$33.9M +$19.3M 15 4.65% Increased
2914
JPL Wealth Management
JPL Wealth Management
Colorado
$33.9M -$1.8M 6 8.25% Reduced
2915
Clay Northam Wealth Management
Clay Northam Wealth Management
California
$33.8M -$417K 6 18.8% Reduced
2916
Weiss Asset Management
Weiss Asset Management
Massachusetts
$33.8M -$65.8M 3 0.45% Reduced
2917
Mine & Arao Wealth Creation & Management
Mine & Arao Wealth Creation & Management
California
$33.8M -$288K 6 13.23% Reduced
2918
Sagewood Asset Management
Sagewood Asset Management
New York
$33.8M +$33.3M 10 11.99% New
2919
MV Capital Management
MV Capital Management
Maryland
$33.8M +$328K 17 3.24% Increased
2920
Goodman Advisory Group
Goodman Advisory Group
Massachusetts
$33.7M -$999K 6 8.3% Reduced
2921
Legacy CG
Legacy CG
Texas
$33.7M -$4.21M 4 9.45% Reduced
2922
44 Wealth Management
44 Wealth Management
Oregon
$33.7M -$240K 7 11.32% Reduced
2923
Pines Wealth Management
Pines Wealth Management
North Carolina
$33.7M +$82.8K 8 10.89% Increased
2924
Beacon Financial Group
Beacon Financial Group
Texas
$33.7M -$1.08M 7 3.35% Reduced
2925
Scopia Capital Management
Scopia Capital Management
New York
$33.7M -$14.2M 1 6.96% Reduced