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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
3051
Focused Wealth Management
Focused Wealth Management
New York
$17.7M -$1.22M 20 2.91% Reduced
3052
Clarity Wealth Advisors
Clarity Wealth Advisors
California
$17.7M +$215K 8 6.67% Increased
3053
Heartland Bank & Trust
Heartland Bank & Trust
Illinois
$17.6M -$1.21M 4 12.15% Reduced
3054
Acorn Financial Advisory Services
Acorn Financial Advisory Services
Virginia
$17.6M -$3.86M 10 3.09% Reduced
3055
Woodward Diversified Capital
Woodward Diversified Capital
California
$17.6M +$88.5K 11 11.08% Increased
3056
Isthmus Partners
Isthmus Partners
Wisconsin
$17.6M -$427K 3 2.29% Reduced
3057
Readystate Asset Management
Readystate Asset Management
Illinois
$17.6M +$1.42M 3 0.6% Increased
3058
Toronado Partners
Toronado Partners
California
$17.6M +$3.49M 1 9.26% Increased
3059
Peregrine Asset Advisers
Peregrine Asset Advisers
Oregon
$17.6M -$1.33M 6 8.55% Reduced
3060
Intrinsic Value Partners
Intrinsic Value Partners
Arizona
$17.6M -$740K 6 20.53% Reduced
3061
AlphaCore Capital
AlphaCore Capital
California
$17.6M -$1.68K 7 2.57% Reduced
3062
CSA
Cottage Street Advisors
Massachusetts
$17.6M -$1.32M 4 11.83% Reduced
3063
Uncommon Cents Investing
Uncommon Cents Investing
Wisconsin
$17.6M +$24.3K 5 5.82% Increased
3064
Tower View Wealth Management
Tower View Wealth Management
Wisconsin
$17.6M -$56.9K 5 10.89% Reduced
3065
NFC Investments
NFC Investments
Tennessee
$17.6M +$16.9M 2 5.43% New
3066
PWAM
Pinnacle West Asset Management
Wyoming
$17.6M +$444K 6 15.05% Increased
3067
Armstrong Advisory Group
Armstrong Advisory Group
Massachusetts
$17.5M -$146K 14 1.7% Reduced
3068
Strategic Financial Services
Strategic Financial Services
New York
$17.5M -$389K 6 1.23% Reduced
3069
Ironwood Financial
Ironwood Financial
Arizona
$17.5M -$284K 6 4.24% Reduced
3070
Central Asset Investments & Management Holdings
Central Asset Investments & Management Holdings
Hong Kong
$17.5M -$11.3M 5 17.56% Reduced
3071
Park West Asset Management
Park West Asset Management
California
$17.5M -$5.61M 2 1.71% Reduced
3072
DA
DCF Advisers
Connecticut
$17.5M +$843K 3 9.47% Increased
3073
KKM Financial
KKM Financial
Illinois
$17.5M +$16.6M 6 10.99% New
3074
Sphera Funds Management
Sphera Funds Management
Israel
$17.4M -$9.33M 2 2.8% Reduced
3075
Summit Creek Advisors
Summit Creek Advisors
Minnesota
$17.4M -$1.46M 1 2.33% Reduced