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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
JDR
Jay D. Rosenbaum
$8.48M +$69.2K 4 16.63% Increased
3002
Bay Rivers Group
Bay Rivers Group
Virginia
$8.47M +$257K 5 8.76% Increased
3003
First Command Bank
First Command Bank
Texas
$8.46M +$106K 7 2.7% Increased
3004
First Command Financial Services
First Command Financial Services
Texas
$8.46M +$106K 7 2.7% Increased
3005
Pinkerton Retirement Specialists
Pinkerton Retirement Specialists
Idaho
$8.45M -$642K 3 2.69% Reduced
3006
Fairhaven Wealth Management
Fairhaven Wealth Management
Illinois
$8.4M +$1.71M 5 5.53% Increased
3007
Filament
Filament
Washington
$8.4M -$134K 4 2.73% Reduced
3008
Permit Capital
Permit Capital
Pennsylvania
$8.38M +$163K 2 3.13% Increased
3009
D.B. Root & Company
D.B. Root & Company
Pennsylvania
$8.37M -$1.93M 4 3.64% Reduced
3010
Centerpoint Advisors
Centerpoint Advisors
Massachusetts
$8.37M +$200K 9 6.77% Increased
3011
HFAS
Hummer Financial Advisory Services
Illinois
$8.35M -$402K 5 10.67% Reduced
3012
Monte Financial Group
Monte Financial Group
Connecticut
$8.35M -$207K 2 6.6% Reduced
3013
AlphaMark Advisors
AlphaMark Advisors
Kentucky
$8.35M -$1.11M 10 3.6% Reduced
3014
INVST
INVST
Indiana
$8.34M +$1.82M 8 2.48% Increased
3015
Robertson Opportunity Capital
Robertson Opportunity Capital
Texas
$8.34M $0 1 4.4% Maintained
3016
Beaconlight Capital
Beaconlight Capital
New York
$8.34M +$8.05M 1 2.78% New
3017
Aristides Capital
Aristides Capital
Kentucky
$8.31M -$2.1M 4 6.27% Reduced
3018
Blue Square Asset Management
Blue Square Asset Management
New York
$8.3M -$1.33M 8 5.72% Reduced
3019
Taylor Frigon Capital Management
Taylor Frigon Capital Management
Arizona
$8.29M +$1.57M 3 4.12% Increased
3020
Integrated Investment Consultants
Integrated Investment Consultants
Michigan
$8.29M -$252K 8 3.93% Reduced
3021
Lipe & Dalton
Lipe & Dalton
New York
$8.28M -$176K 6 6.01% Reduced
3022
Peninsula Asset Management
Peninsula Asset Management
Florida
$8.28M +$2.36M 3 5.9% Increased
3023
Marcum Wealth
Marcum Wealth
Ohio
$8.27M +$2.09M 5 2.55% Increased
3024
Raine Capital
Raine Capital
New York
$8.27M +$91.1K 2 1.07% Increased
3025
Providence First Trust
Providence First Trust
Arizona
$8.27M $0 3 6.58% Maintained