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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
Stiles Financial Services
Stiles Financial Services
Minnesota
$20.8M +$268K 4 7.97% Increased
3027
IAS
Investment Advisory Services
Texas
$20.8M -$2.32M 6 7.51% Reduced
3028
First Dallas Securities
First Dallas Securities
Texas
$20.7M -$321K 7 8.66% Reduced
3029
RedJay Asset Management
RedJay Asset Management
Ontario, Canada
$20.7M +$16.1M 3 11.2% Increased
3030
Trinity Legacy Partners
Trinity Legacy Partners
Texas
$20.7M -$1.71M 4 5.24% Reduced
3031
Waterfront Wealth
Waterfront Wealth
Kansas
$20.7M -$1.3M 10 5.05% Reduced
3032
Copeland Capital Management
Copeland Capital Management
Pennsylvania
$20.7M -$492K 1 0.41% Reduced
3033
Prosperity Capital Advisors
Prosperity Capital Advisors
Ohio
$20.7M -$425K 6 1.63% Reduced
3034
Selective Wealth Management
Selective Wealth Management
Virginia
$20.7M -$709K 8 8.99% Reduced
3035
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ)
Florida
$20.7M -$20.2M 1 0.43% Reduced
3036
First Commonwealth Financial Corp
First Commonwealth Financial Corp
Pennsylvania
$20.6M -$1.25M 7 4.86% Reduced
3037
SP
Solel Partners
Massachusetts
$20.6M $0 1 3.82% Maintained
3038
Semmax Financial Advisors
Semmax Financial Advisors
North Carolina
$20.6M +$442K 9 5.58% Increased
3039
Secure Asset Management
Secure Asset Management
Michigan
$20.6M -$8.39M 7 4.13% Reduced
3040
Enterprise Financial Services Corp (EFSC)
Enterprise Financial Services Corp (EFSC)
Missouri
$20.6M -$1.07M 6 12.17% Reduced
3041
Inman Jager Wealth Management
Inman Jager Wealth Management
Mississippi
$20.6M -$166K 5 15.42% Reduced
3042
Solstein Capital
Solstein Capital
California
$20.6M +$1.29M 6 11.97% Increased
3043
Stevens Capital Management
Stevens Capital Management
Pennsylvania
$20.6M +$5.6M 6 5.11% Increased
3044
Catalyst Capital Advisors
Catalyst Capital Advisors
New York
$20.5M +$1.79M 8 0.42% Increased
3045
Blueprint Investment Partners
Blueprint Investment Partners
North Carolina
$20.5M -$17.8M 5 3.75% Reduced
3046
Pinnacle Bancorp
Pinnacle Bancorp
Nebraska
$20.5M -$281K 10 6.68% Reduced
3047
Pines Wealth Management
Pines Wealth Management
North Carolina
$20.5M +$509K 6 9.48% Increased
3048
Ayrshire Capital Management
Ayrshire Capital Management
Connecticut
$20.5M +$796K 3 9.91% Increased
3049
Summerhill Capital Management
Summerhill Capital Management
Ontario, Canada
$20.5M -$12.3M 3 27.46% Reduced
3050
Cynosure Group
Cynosure Group
Utah
$20.5M +$11.4M 8 2.82% Increased