← All themes

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
Uncommon Cents Investing
Uncommon Cents Investing
Wisconsin
$21.6M -$92.8K 9 6.07% Reduced
3002
StrongBox Wealth
StrongBox Wealth
Missouri
$21.6M +$523K 3 9.26% Increased
3003
Legacy Edge Advisors
Legacy Edge Advisors
New York
$21.6M +$1.03M 6 3.45% Increased
3004
Breakwater Capital Group
Breakwater Capital Group
New Jersey
$21.6M +$32.3K 7 4.35% Increased
3005
Centric Wealth Management
Centric Wealth Management
Illinois
$21.6M +$247K 7 5.74% Increased
3006
Houlihan Financial Resource Group
Houlihan Financial Resource Group
Virginia
$21.6M +$8.11M 6 8.92% Increased
3007
LCNB Corp
LCNB Corp
Ohio
$21.5M -$329K 6 7.63% Reduced
3008
Focused Wealth Management
Focused Wealth Management
New York
$21.5M +$10.1K 11 2.8% Increased
3009
WD Rutherford
WD Rutherford
Oregon
$21.5M +$320K 6 10.51% Increased
3010
Ironwood Financial
Ironwood Financial
Arizona
$21.5M +$195K 6 4.51% Increased
3011
FAG
Fortitude Advisory Group
Washington
$21.4M -$290K 7 13.53% Reduced
3012
Essex LLC
Essex LLC
Illinois
$21.4M -$289K 6 4.39% Reduced
3013
Hillsdale Investment Management
Hillsdale Investment Management
Ontario, Canada
$21.4M +$4.29M 10 1.65% Increased
3014
Allegheny Financial Group
Allegheny Financial Group
Pennsylvania
$21.4M +$1.24M 7 5.28% Increased
3015
Aviso Wealth Management
Aviso Wealth Management
Washington
$21.4M +$236K 6 11.61% Increased
3016
Revolve Wealth Partners
Revolve Wealth Partners
New Jersey
$21.4M -$1.75M 6 3.26% Reduced
3017
Redmond Asset Management
Redmond Asset Management
Virginia
$21.4M -$850K 6 6.71% Reduced
3018
Mount Lucas Management
Mount Lucas Management
Pennsylvania
$21.4M +$15.6M 2 7.26% Increased
3019
DMKJ
David M. Knott Jr
$21.3M $0 6 7.49% Maintained
3020
New Potomac Partners
New Potomac Partners
Maryland
$21.3M -$369K 6 10.94% Reduced
3021
AMJ Financial Wealth Management
AMJ Financial Wealth Management
Virginia
$21.3M -$2.16M 5 6.1% Reduced
3022
Wayfinding Financial
Wayfinding Financial
Washington
$21.3M -$3.89M 1 15.84% Reduced
3023
Garden State Investment Advisory Services
Garden State Investment Advisory Services
New Jersey
$21.3M +$613K 6 6.81% Increased
3024
Scion Asset Management
Scion Asset Management
California
$21.2M +$3.68M 1 16.36% Increased
3025
SXL
Summit X LLC
Missouri
$21.2M -$2.27M 5 5.16% Reduced