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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
Garden State Investment Advisory Services
Garden State Investment Advisory Services
New Jersey
$26.1M +$1.53M 8 5.74% Increased
3052
Studio Investment Management
Studio Investment Management
Illinois
$26.1M -$486K 5 4.71% Reduced
3053
Clark Asset Management
Clark Asset Management
New Hampshire
$26.1M +$3.06M 6 2.45% Increased
3054
Berkeley Inc
Berkeley Inc
Idaho
$26.1M +$3.2M 4 8.75% Increased
3055
Next Level Private
Next Level Private
New York
$26.1M +$1.87M 5 5.89% Increased
3056
ROI Financial Advisors
ROI Financial Advisors
Oregon
$26.1M -$234K 6 15.6% Reduced
3057
Lineweaver Wealth Advisors
Lineweaver Wealth Advisors
Ohio
$26.1M +$483K 6 3.52% Increased
3058
Atala Financial
Atala Financial
California
$26.1M -$499K 6 17.49% Reduced
3059
Aristides Capital
Aristides Capital
Kentucky
$26.1M -$667K 4 5.64% Reduced
3060
Alcosta Capital Management
Alcosta Capital Management
California
$26M -$1.49M 3 19.85% Reduced
3061
Tiemann Investment Advisors
Tiemann Investment Advisors
California
$26M +$646K 6 10.21% Increased
3062
Privium Fund Management
Privium Fund Management
Netherlands
$26M +$881K 1 5.42% Increased
3063
NXG Investment Management
NXG Investment Management
Texas
$26M -$3.37M 3 1.29% Reduced
3064
Chou Associates Management
Chou Associates Management
Ontario, Canada
$26M $0 2 12.38% Maintained
3065
Readystate Asset Management
Readystate Asset Management
Illinois
$26M +$13.5M 6 1.17% Increased
3066
Cloverfields Capital Group
Cloverfields Capital Group
Minnesota
$26M +$2.45M 5 8.42% Increased
3067
BCGL
BRIA Capital Group, LLC
Florida
$26M +$9.35M 4 23.67% Increased
3068
Kirr Marbach & Co
Kirr Marbach & Co
Indiana
$26M -$395K 2 4.73% Reduced
3069
Cary Street Partners Investment Advisory
Cary Street Partners Investment Advisory
Virginia
$25.9M +$601K 9 6.62% Increased
3070
BCS Private Wealth Management
BCS Private Wealth Management
New Jersey
$25.9M +$5.67M 5 7.88% Increased
3071
Vectors Research Management
Vectors Research Management
New York
$25.9M +$2.22M 7 7.57% Increased
3072
Discovery Capital Management
Discovery Capital Management
Connecticut
$25.9M +$17.9M 1 1.35% Increased
3073
Strive Financial Group
Strive Financial Group
Indiana
$25.9M -$489K 15 13.74% Reduced
3074
Lawson Kroeker Investment Management
Lawson Kroeker Investment Management
Nebraska
$25.9M +$1.46M 3 7.54% Increased
3075
Longaeva Partners
Longaeva Partners
Illinois
$25.9M +$10.6M 3 0.96% Increased