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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
Woodward Diversified Capital
Woodward Diversified Capital
California
$19.1M -$302K 9 11.86% Reduced
3102
Isthmus Partners
Isthmus Partners
Wisconsin
$19.1M -$511K 2 2.17% Reduced
3103
FVCM
F&V Capital Management
Florida
$19.1M +$457K 2 5.62% Increased
3104
CVA Family Office
CVA Family Office
Colorado
$19.1M +$194K 16 3.41% Increased
3105
Oliver Luxxe Assets
Oliver Luxxe Assets
New Jersey
$19.1M -$7.78M 3 3.99% Reduced
3106
Monument Capital Management
Monument Capital Management
Virginia
$19M +$719K 5 5.49% Increased
3107
Norman Fields Gottscho Capital Management
Norman Fields Gottscho Capital Management
New York
$19M -$333K 4 7.1% Reduced
3108
Kepos Capital
Kepos Capital
New York
$19M +$13.8M 2 4.91% Increased
3109
Transamerica Financial Advisors
Transamerica Financial Advisors
Florida
$19M +$12.5M 9 1.93% Increased
3110
Advisory Alpha
Advisory Alpha
Michigan
$19M +$1.58M 5 0.78% Increased
3111
AA
Alta Advisers
United Kingdom
$19M +$59.9K 9 9.41% Increased
3112
Semmax Financial Advisors
Semmax Financial Advisors
North Carolina
$19M +$1.97M 10 6.24% Increased
3113
Wealth Architects
Wealth Architects
California
$19M -$12.3M 7 2.5% Reduced
3114
EPG Wealth Management
EPG Wealth Management
Georgia
$19M +$421K 6 4.64% Increased
3115
JNBA Financial Advisors
JNBA Financial Advisors
Minnesota
$18.9M -$420K 12 1.99% Reduced
3116
SFM LLC
SFM LLC
New Hampshire
$18.9M -$1.01M 4 14.47% Reduced
3117
Members Trust
Members Trust
Florida
$18.9M +$641K 6 0.56% Increased
3118
Mattern Capital Management
Mattern Capital Management
Colorado
$18.9M -$437K 3 2.57% Reduced
3119
Privium Fund Management (UK)
Privium Fund Management (UK)
United Kingdom
$18.9M +$5.35M 3 9.38% Increased
3120
AMJ Financial Wealth Management
AMJ Financial Wealth Management
Virginia
$18.9M +$1.4M 4 6.31% Increased
3121
Modus Advisors
Modus Advisors
Minnesota
$18.9M +$315K 4 6.99% Increased
3122
MBL Wealth
MBL Wealth
North Carolina
$18.9M -$170K 7 2.14% Reduced
3123
Harbert Fund Advisors
Harbert Fund Advisors
Alabama
$18.9M +$2.14M 6 12.98% Increased
3124
Turtle Creek Wealth Advisors
Turtle Creek Wealth Advisors
Texas
$18.8M +$1.37M 5 4.62% Increased
3125
Kennedy Investment Group
Kennedy Investment Group
New Jersey
$18.8M -$788K 5 10.05% Reduced