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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
Mine & Arao Wealth Creation & Management
Mine & Arao Wealth Creation & Management
California
$16.7M +$74K 9 9.75% Increased
2927
SWS Partners
SWS Partners
Ohio
$16.7M +$183K 6 6.01% Increased
2928
Security National Bank of So Dak
Security National Bank of So Dak
Iowa
$16.7M +$15.3M 6 11.89% New
2929
Uncommon Cents Investing
Uncommon Cents Investing
Wisconsin
$16.7M +$103K 5 5.89% Increased
2930
Shelter Mutual Insurance
Shelter Mutual Insurance
Missouri
$16.6M -$5.51M 2 4.04% Reduced
2931
Morgens Waterfall Vintiadis & Co
Morgens Waterfall Vintiadis & Co
New York
$16.6M +$4.98M 3 11.82% Increased
2932
Allegiance Financial Group Advisory Services
Allegiance Financial Group Advisory Services
Virginia
$16.6M -$364K 2 9.77% Reduced
2933
Cardinal Capital Management LLC (Connecticut)
Cardinal Capital Management LLC (Connecticut)
Connecticut
$16.6M +$14M 1 0.63% New
2934
ITIM
Indiana Trust & Investment Management
Indiana
$16.6M +$1.38M 6 8.48% Increased
2935
New Potomac Partners
New Potomac Partners
Maryland
$16.6M -$1.12M 5 10.95% Reduced
2936
WEO
William E. Oberndorf
$16.6M +$1.72M 2 26.29% Increased
2937
Geo Capital Gestora de Recursos
Geo Capital Gestora de Recursos
Brazil
$16.6M -$6.27M 2 12.84% Reduced
2938
Cornercap Investment Counsel
Cornercap Investment Counsel
Georgia
$16.6M -$2.41M 12 2.88% Reduced
2939
Madrona Financial Services
Madrona Financial Services
Washington
$16.5M -$854K 4 8.09% Reduced
2940
Heartland Bank & Trust
Heartland Bank & Trust
Illinois
$16.5M -$1.17M 4 12.92% Reduced
2941
Bank OZK
Bank OZK
Arkansas
$16.5M -$1.54M 5 7.87% Reduced
2942
Lingotto Investment Management
Lingotto Investment Management
United Kingdom
$16.5M +$15.2M 1 1.07% New
2943
Focused Wealth Management
Focused Wealth Management
New York
$16.5M -$682K 21 2.97% Reduced
2944
Agate Pass Investment Management
Agate Pass Investment Management
Washington
$16.5M +$242K 5 10.01% Increased
2945
Thames Capital Management
Thames Capital Management
New Jersey
$16.5M $0 1 8.78% Maintained
2946
Platte River Wealth Advisors
Platte River Wealth Advisors
Colorado
$16.5M +$204K 5 5.77% Increased
2947
Northstar Advisory Group
Northstar Advisory Group
New Jersey
$16.5M +$11.3M 6 10.77% Increased
2948
KSCM
Kamunting Street Capital Management
Florida
$16.5M +$10.6M 2 16.31% Increased
2949
Wealth Advisors of Tampa Bay
Wealth Advisors of Tampa Bay
Florida
$16.4M -$567K 3 9.01% Reduced
2950
Excalibur Management
Excalibur Management
Massachusetts
$16.4M -$267K 5 8.37% Reduced