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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
3026
Spreng Capital Management
Spreng Capital Management
Ohio
$12.2M -$167K 4 9.11% Reduced
3027
JCP
Jennifer C. Price
$12.2M +$13.9M 2 2.09% New
3028
NovaPoint Capital
NovaPoint Capital
Georgia
$12.2M -$362K 4 5.32% Reduced
3029
Birch Capital Management
Birch Capital Management
Texas
$12.2M +$105K 5 8.72% Increased
3030
Gables Capital Management
Gables Capital Management
Florida
$12.2M +$341K 9 9.23% Increased
3031
Uncommon Cents Investing
Uncommon Cents Investing
Wisconsin
$12.2M -$202K 4 4.87% Reduced
3032
Legacy Financial Advisors
Legacy Financial Advisors
Kentucky
$12.2M -$569K 7 3.03% Reduced
3033
Highbridge Capital Management
Highbridge Capital Management
New York
$12.2M +$3.96M 1 0.28% Increased
3034
First Commonwealth Financial Corp
First Commonwealth Financial Corp
Pennsylvania
$12.1M +$409K 5 4.52% Increased
3035
Freedom Day Solutions
Freedom Day Solutions
Texas
$12.1M +$1.81M 4 6.09% Increased
3036
Eidelman Virant Capital
Eidelman Virant Capital
Missouri
$12.1M -$4.94M 4 8.72% Reduced
3037
Sovereign Financial Group
Sovereign Financial Group
Connecticut
$12.1M +$3.45M 5 4.78% Increased
3038
SWS Partners
SWS Partners
Ohio
$12.1M +$429K 6 10.2% Increased
3039
Front Row Advisors
Front Row Advisors
California
$12.1M -$173K 12 5.96% Reduced
3040
Ayalon Insurance Company
Ayalon Insurance Company
Israel
$12.1M -$1.51M 5 5.76% Reduced
3041
Full Sail Capital
Full Sail Capital
Oklahoma
$12.1M +$680K 5 1.17% Increased
3042
CWM
CCG Wealth Management
California
$12.1M +$373K 5 6.81% Increased
3043
Orion Capital Management
Orion Capital Management
California
$12.1M -$230K 9 9.37% Reduced
3044
PHM
Prospect Hill Management
New Jersey
$12.1M +$184K 4 9.55% Increased
3045
Cambridge Advisors
Cambridge Advisors
Nebraska
$12.1M +$331K 6 3.29% Increased
3046
Richard C. Young & Co
Richard C. Young & Co
Rhode Island
$12M +$614K 2 1.56% Increased
3047
CQS (US)
CQS (US)
New York
$12M $0 1 1.29% Maintained
3048
GenTrust
GenTrust
Florida
$12M +$2.21M 4 0.99% Increased
3049
Essex LLC
Essex LLC
Illinois
$12M +$1.57M 6 3.73% Increased
3050
KC
Kenfarb & Co
Kentucky
$12M -$585K 9 9.51% Reduced