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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
2926
Parkside Financial Bank & Trust
Parkside Financial Bank & Trust
Missouri
$13M -$564K 18 3.92% Reduced
2927
Legato Capital Management
Legato Capital Management
California
$13M $0 3 2.44% Maintained
2928
Gibraltar Capital Management
Gibraltar Capital Management
Oklahoma
$12.9M +$707K 3 6.64% Increased
2929
Gries Financial
Gries Financial
Ohio
$12.9M +$11.7M 7 4.12% New
2930
CGFI
Cypress Growth Fund III
California
$12.9M -$399K 4 11.13% Reduced
2931
Evolutionary Tree Capital Management
Evolutionary Tree Capital Management
Virginia
$12.9M +$1.44M 4 7.62% Increased
2932
First Commonwealth Financial Corp
First Commonwealth Financial Corp
Pennsylvania
$12.9M +$80.1K 5 5.07% Increased
2933
44 Wealth Management
44 Wealth Management
Oregon
$12.9M +$2.92M 6 5.39% Increased
2934
L2 Asset Management
L2 Asset Management
Massachusetts
$12.9M +$658K 7 13.27% Increased
2935
Quantitative Systematic Strategies
Quantitative Systematic Strategies
Florida
$12.9M -$8.87M 8 1.99% Reduced
2936
Crescent Capital Consulting
Crescent Capital Consulting
Louisiana
$12.9M +$1.76M 10 2.82% Increased
2937
Sterneck Capital Management
Sterneck Capital Management
Missouri
$12.8M -$1.18M 6 8.95% Reduced
2938
Adirondack Trust Company
Adirondack Trust Company
New York
$12.8M +$584K 11 6.82% Increased
2939
IMS Capital Management
IMS Capital Management
Oregon
$12.8M +$1.24M 5 8.06% Increased
2940
Progeny 3 Inc
Progeny 3 Inc
Washington
$12.8M +$1.94M 3 5.04% Increased
2941
Klingman & Associates
Klingman & Associates
New York
$12.8M +$736K 6 1.32% Increased
2942
Robbins Farley
Robbins Farley
New Hampshire
$12.8M -$549K 6 11.26% Reduced
2943
Accuvest Global Advisors
Accuvest Global Advisors
Utah
$12.8M +$11.6M 4 6.85% Increased
2944
Financial Sense Advisors
Financial Sense Advisors
California
$12.8M +$1.07M 4 4.29% Increased
2945
Doliver Advisors
Doliver Advisors
Texas
$12.8M +$1.22M 5 4.74% Increased
2946
Newport Wealth Strategies
Newport Wealth Strategies
California
$12.7M -$600K 3 7.91% Reduced
2947
HH
HWG Holdings
Texas
$12.7M -$16.6M 4 6.35% Reduced
2948
Cornell Pochily Investment Advisors
Cornell Pochily Investment Advisors
New York
$12.7M -$468K 6 6.1% Reduced
2949
Ellis Investment Partners
Ellis Investment Partners
Pennsylvania
$12.7M -$164K 13 3.54% Reduced
2950
Vectors Research Management
Vectors Research Management
New York
$12.7M -$561K 9 3.5% Reduced