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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
3001
JSF Financial
JSF Financial
California
$6.71M +$2.5M 7 6.81% Increased
3002
Elgethun Capital Management
Elgethun Capital Management
South Dakota
$6.7M +$37.8K 4 3.72% Increased
3003
Proffitt & Goodson
Proffitt & Goodson
Tennessee
$6.69M +$467K 7 1.74% Increased
3004
Cipher Capital
Cipher Capital
New York
$6.69M -$8.45M 6 2.43% Reduced
3005
WFI
West Family Investments
California
$6.69M $0 1 2.66% Maintained
3006
New Mountain Vantage Advisers
New Mountain Vantage Advisers
New York
$6.68M -$10.8M 1 0.36% Reduced
3007
Quest Capital Management
Quest Capital Management
Texas
$6.67M -$5.53K 5 2.29% Reduced
3008
Acorn Financial Advisory Services
Acorn Financial Advisory Services
Virginia
$6.66M +$509K 8 6.58% Increased
3009
Fluent Financial
Fluent Financial
Texas
$6.64M +$4.23M 3 4.79% Increased
3010
Cowen Prime Advisors
Cowen Prime Advisors
New York
$6.62M +$3.35M 10 4.04% Increased
3011
Lenox Wealth Management
Lenox Wealth Management
Ohio
$6.62M +$1.66M 10 2.27% Increased
3012
Summit Wealth & Retirement Planning
Summit Wealth & Retirement Planning
California
$6.61M +$664K 7 3.53% Increased
3013
Providence First Trust
Providence First Trust
Arizona
$6.6M -$5M 3 6.32% Reduced
3014
Filament
Filament
Washington
$6.58M -$454K 4 2.48% Reduced
3015
GYL Financial Synergies
GYL Financial Synergies
Connecticut
$6.57M +$129K 6 4.2% Increased
3016
Uniplan Investment Counsel
Uniplan Investment Counsel
Wisconsin
$6.54M +$7.8M 1 0.49% New
3017
NERM
New England Research & Management
Illinois
$6.54M -$198K 7 5.58% Reduced
3018
Centerpoint Advisors
Centerpoint Advisors
Massachusetts
$6.53M -$139K 10 6.49% Reduced
3019
Norris Financial Group
Norris Financial Group
South Carolina
$6.51M -$191K 6 7.24% Reduced
3020
Bay Rivers Group
Bay Rivers Group
Virginia
$6.51M +$1.11M 5 9.22% Increased
3021
Ballast Advisors
Ballast Advisors
Minnesota
$6.5M -$34.9K 7 6.11% Reduced
3022
Bank of Stockton
Bank of Stockton
California
$6.5M +$146K 5 3.56% Increased
3023
Intrepid Capital Management
Intrepid Capital Management
Florida
$6.49M -$803K 2 4.43% Reduced
3024
First Command Bank
First Command Bank
Texas
$6.48M +$161K 8 3.51% Increased
3025
First Command Financial Services
First Command Financial Services
Texas
$6.48M +$161K 8 3.51% Increased