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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
First Bankers Trust
First Bankers Trust
Kentucky
$14.2M -$3.7M 6 6.9% Reduced
3002
Cypress Wealth Services
Cypress Wealth Services
California
$14.1M -$5.53M 8 3.85% Reduced
3003
Lisanti Capital Growth
Lisanti Capital Growth
New York
$14M +$6.43M 3 1.74% Increased
3004
Kapitalo Investimentos
Kapitalo Investimentos
Brazil
$14M -$3.46M 4 6.43% Reduced
3005
GWM
GSB Wealth Management
Connecticut
$14M +$435K 7 4.36% Increased
3006
Eads & Heald Wealth Management
Eads & Heald Wealth Management
Georgia
$14M -$880K 7 6.83% Reduced
3007
L2 Asset Management
L2 Asset Management
Massachusetts
$14M -$640K 7 12.97% Reduced
3008
Cape Ann Savings Bank
Cape Ann Savings Bank
Massachusetts
$14M +$29.9K 4 8.81% Increased
3009
Security National Bank of So Dak
Security National Bank of So Dak
Iowa
$13.9M +$573K 6 10.63% Increased
3010
Hennessy Advisors Inc
Hennessy Advisors Inc
California
$13.9M -$66.9K 2 0.77% Reduced
3011
Y-Intercept (HK)
Y-Intercept (HK)
Hong Kong
$13.9M -$2.38M 12 3.52% Reduced
3012
Paces Ferry Wealth Advisors
Paces Ferry Wealth Advisors
Georgia
$13.8M +$47.1K 8 10.56% Increased
3013
Bluegrass Capital Partners
Bluegrass Capital Partners
Florida
$13.8M $0 1 7.85% Maintained
3014
Apella Capital
Apella Capital
Connecticut
$13.8M +$7.99M 6 2.27% Increased
3015
Oak Asset Management
Oak Asset Management
California
$13.8M +$10M 7 5.79% Increased
3016
LHC
Lodge Hill Capital
New York
$13.8M -$3.32M 1 3.99% Reduced
3017
SCM
Stormborn Capital Management
Connecticut
$13.8M +$3.32M 1 4.64% Increased
3018
S.R. Schill & Associates
S.R. Schill & Associates
Washington
$13.7M +$84.4K 4 5.41% Increased
3019
SIA
Strategic Investment Advisors
Michigan
$13.6M +$3.24M 4 3.12% Increased
3020
Resonant Capital Advisors
Resonant Capital Advisors
Wisconsin
$13.6M +$208K 5 2.64% Increased
3021
Integrated Investment Consultants
Integrated Investment Consultants
Michigan
$13.6M +$2.34M 8 3.97% Increased
3022
WT Wealth Management
WT Wealth Management
Arizona
$13.6M -$243K 4 5.51% Reduced
3023
Security National Bank of Sioux City Iowa
Security National Bank of Sioux City Iowa
Iowa
$13.6M -$585K 6 10.68% Reduced
3024
Barry Investment Advisors
Barry Investment Advisors
Massachusetts
$13.6M -$589K 4 3.63% Reduced
3025
Raine Capital
Raine Capital
New York
$13.6M +$1.46M 2 0.51% Increased