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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
Bluegrass Capital Partners
Bluegrass Capital Partners
Florida
$12M $0 1 8.09% Maintained
3002
Ruffer LLP
Ruffer LLP
United Kingdom
$12M -$53.8K 2 0.37% Reduced
3003
GoalVest Advisory
GoalVest Advisory
New York
$12M -$59.6K 5 8.95% Reduced
3004
WT Wealth Management
WT Wealth Management
Arizona
$12M +$1.15M 4 5.55% Increased
3005
PGCM
Prescott Group Capital Management
Oklahoma
$12M $0 5 3.5% Maintained
3006
NED
Nancy E. Dempze
$12M -$183K 4 10.59% Reduced
3007
Childress Capital Advisors
Childress Capital Advisors
Texas
$11.9M +$4.7M 6 5.48% Increased
3008
Semmax Financial Advisors
Semmax Financial Advisors
North Carolina
$11.9M +$1.63M 9 4.25% Increased
3009
AWH Capital
AWH Capital
Texas
$11.9M $0 2 11.73% Maintained
3010
Bienville Capital Management
Bienville Capital Management
New York
$11.9M +$221K 4 1.51% Increased
3011
Level Four Financial
Level Four Financial
Texas
$11.9M -$3.63M 9 5.52% Reduced
3012
CLCM
Crawford Lake Capital Management
New Jersey
$11.9M -$28M 2 6.13% Reduced
3013
Boltwood Capital Management
Boltwood Capital Management
California
$11.9M -$379K 6 5.28% Reduced
3014
Senvest Management
Senvest Management
New York
$11.9M +$4.64M 1 0.37% Increased
3015
Game Creek Capital
Game Creek Capital
Massachusetts
$11.9M -$719K 3 6.65% Reduced
3016
Stevens Capital Management
Stevens Capital Management
Pennsylvania
$11.9M +$962K 3 6.53% Increased
3017
Mountain Capital Investment Advisors
Mountain Capital Investment Advisors
Colorado
$11.9M +$1.99M 6 5.95% Increased
3018
Cobalt Capital Management
Cobalt Capital Management
New Jersey
$11.9M +$5.14M 2 4.23% Increased
3019
AFG
Alterity Financial Group
Maine
$11.8M +$9.6M 5 14.33% New
3020
MONECO Advisors
MONECO Advisors
Connecticut
$11.8M +$1.35M 8 5.75% Increased
3021
Cambridge Advisors
Cambridge Advisors
Nebraska
$11.8M -$589K 6 3.02% Reduced
3022
MCM
McMillion Capital Management
North Carolina
$11.8M -$119K 3 6.92% Reduced
3023
Salem Capital Management
Salem Capital Management
Massachusetts
$11.8M -$483K 2 7.04% Reduced
3024
Northwest Capital Management
Northwest Capital Management
Oregon
$11.8M +$283K 3 8.58% Increased
3025
GWM
GSB Wealth Management
Connecticut
$11.8M +$10M 7 3.93% Increased