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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
Sittner & Nelson
Sittner & Nelson
Oregon
$18M -$314K 13 9.62% Reduced
3027
Cloverfields Capital Group
Cloverfields Capital Group
Minnesota
$18M -$4.06M 4 7.05% Reduced
3028
Insight Wealth Strategies
Insight Wealth Strategies
California
$18M +$1.03M 6 2.9% Increased
3029
Sierra Capital
Sierra Capital
Florida
$17.9M -$1.42M 5 2.63% Reduced
3030
Morgens Waterfall Vintiadis & Co
Morgens Waterfall Vintiadis & Co
New York
$17.9M -$195K 4 13.32% Reduced
3031
Security National Bank of So Dak
Security National Bank of So Dak
Iowa
$17.9M -$94.4K 6 11.81% Reduced
3032
Pinnacle Bancorp
Pinnacle Bancorp
Nebraska
$17.9M -$88.1K 10 5.86% Reduced
3033
North Point Portfolio Managers
North Point Portfolio Managers
Ohio
$17.9M +$595K 3 3.26% Increased
3034
Houlihan Financial Resource Group
Houlihan Financial Resource Group
Virginia
$17.9M +$162K 6 8.67% Increased
3035
Matthew 25 Management Corp
Matthew 25 Management Corp
Pennsylvania
$17.9M -$6M 1 6.24% Reduced
3036
AFC
AFT Forsyth & Company
Florida
$17.8M +$686K 6 11.22% Increased
3037
GSA Capital Partners
GSA Capital Partners
United Kingdom
$17.8M +$3M 14 1.5% Increased
3038
SFM LLC
SFM LLC
New Hampshire
$17.8M +$16.9M 4 14.73% New
3039
Mivtachim The Workers Social Insurance Fund
Mivtachim The Workers Social Insurance Fund
Israel
$17.8M -$3.18M 1 1.39% Reduced
3040
Wealth Management Partners
Wealth Management Partners
Arizona
$17.8M -$290K 6 9.93% Reduced
3041
GWA
GGM Wealth Advisors
Maryland
$17.8M +$1.04M 5 7.37% Increased
3042
Emerald Advisers
Emerald Advisers
Pennsylvania
$17.8M -$2.9M 6 0.76% Reduced
3043
NERM
New England Research & Management
Illinois
$17.8M -$590K 7 9.43% Reduced
3044
Tsai Capital
Tsai Capital
New York
$17.8M -$993K 3 16.3% Reduced
3045
Callan Capital
Callan Capital
California
$17.8M +$963K 6 1.68% Increased
3046
Gries Financial
Gries Financial
Ohio
$17.7M +$896K 7 3.9% Increased
3047
Hunter Perkins Capital Management
Hunter Perkins Capital Management
Illinois
$17.7M -$3.4M 2 3.71% Reduced
3048
CWM
Compass Wealth Management
Connecticut
$17.7M -$2.58M 7 4.95% Reduced
3049
EPG Wealth Management
EPG Wealth Management
Georgia
$17.7M +$205K 5 4.66% Increased
3050
Allegiance Financial Group Advisory Services
Allegiance Financial Group Advisory Services
Virginia
$17.7M -$379K 2 8.33% Reduced