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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
3101
Gries Financial
Gries Financial
Ohio
$14.5M +$2.98M 7 3.9% Increased
3102
Ulland Investment Advisors
Ulland Investment Advisors
Minnesota
$14.5M +$18.4K 9 15.9% Increased
3103
Davidson Trust Company
Davidson Trust Company
Washington
$14.5M +$310K 6 10.73% Increased
3104
North Point Portfolio Managers
North Point Portfolio Managers
Ohio
$14.4M +$152K 2 2.95% Increased
3105
WBG
Wharton Business Group
Pennsylvania
$14.4M +$57.1K 6 0.8% Increased
3106
Malaga Cove Capital
Malaga Cove Capital
California
$14.4M +$654K 8 6.67% Increased
3107
Kennedy Investment Group
Kennedy Investment Group
New Jersey
$14.4M +$465K 5 8.67% Increased
3108
Retirement Planning Company of New England
Retirement Planning Company of New England
Rhode Island
$14.4M +$1.15M 7 8.02% Increased
3109
GGV Capital
GGV Capital
California
$14.4M -$2.82M 1 15.85% Reduced
3110
PHM
Prospect Hill Management
New Jersey
$14.4M +$248K 4 9.51% Increased
3111
CVA Family Office
CVA Family Office
Colorado
$14.4M +$434K 6 3.28% Increased
3112
Sentry LLC
Sentry LLC
Tennessee
$14.3M -$126K 7 3.02% Reduced
3113
Certified Advisory Corp
Certified Advisory Corp
Florida
$14.3M +$35.7M 6 2.63% Increased
3114
Relative Value Partners Group
Relative Value Partners Group
$14.3M +$7.45M 6 0.96% Increased
3115
Montgomery Investment Management
Montgomery Investment Management
Maryland
$14.3M -$283K 5 4.92% Reduced
3116
Garden State Investment Advisory Services
Garden State Investment Advisory Services
New Jersey
$14.3M -$804K 6 6.56% Reduced
3117
Ion Asset Management
Ion Asset Management
Israel
$14.3M -$8.89M 2 1.47% Reduced
3118
Merrion Investment Management
Merrion Investment Management
New Jersey
$14.3M -$198K 3 12.35% Reduced
3119
Aubrey Capital Management
Aubrey Capital Management
United Kingdom
$14.3M +$3.58M 1 8.18% Increased
3120
Mattern Capital Management
Mattern Capital Management
Colorado
$14.3M +$539K 3 2.31% Increased
3121
Needham Investment Management
Needham Investment Management
New York
$14.2M +$1.56M 5 2.42% Increased
3122
DGS Capital Management
DGS Capital Management
New Jersey
$14.2M +$540K 7 6.96% Increased
3123
Channing Global Advisors
Channing Global Advisors
Florida
$14.2M +$1.17M 4 13.86% Increased
3124
GWA
GGM Wealth Advisors
Maryland
$14.2M +$50.5K 6 6.14% Increased
3125
California First Leasing Corp
California First Leasing Corp
California
$14.2M $0 2 8.2% Maintained