← All themes

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
Sittner & Nelson
Sittner & Nelson
Oregon
$27.1M -$229K 14 9.84% Reduced
3102
Bank OZK
Bank OZK
Arkansas
$27.1M +$904K 6 9.58% Increased
3103
Holowesko Partners
Holowesko Partners
Bahamas
$27M -$20.2M 2 10% Reduced
3104
Monetta Financial Services
Monetta Financial Services
Illinois
$27M -$1.63M 5 18.92% Reduced
3105
Members Trust
Members Trust
Florida
$27M -$2.16M 6 0.89% Reduced
3106
Mark Sheptoff Financial Planning
Mark Sheptoff Financial Planning
Connecticut
$27M -$588K 10 12.93% Reduced
3107
Creekmur Asset Management
Creekmur Asset Management
Illinois
$27M +$3.68M 11 4.47% Increased
3108
Lineweaver Wealth Advisors
Lineweaver Wealth Advisors
Ohio
$27M -$309K 6 3.95% Reduced
3109
ECP
Elwood Capital Partners
New York
$26.9M +$1.36M 2 16.41% Increased
3110
FAG
Fortitude Advisory Group
Washington
$26.9M -$218K 7 14.44% Reduced
3111
Summa Corp
Summa Corp
Texas
$26.9M +$1.51M 6 11.82% Increased
3112
Bank of Stockton
Bank of Stockton
California
$26.8M +$332K 7 7.64% Increased
3113
MIC Capital Management (UK)
MIC Capital Management (UK)
United Kingdom
$26.8M $0 1 5.36% Maintained
3114
Wealth Advisory Solutions
Wealth Advisory Solutions
Indiana
$26.8M +$73.6K 5 6.49% Increased
3115
Viking Fund Management
Viking Fund Management
North Dakota
$26.8M +$9.37M 5 3.24% Increased
3116
SIA
Schear Investment Advisers
Ohio
$26.7M +$157K 4 11.91% Increased
3117
RWC Asset Management
RWC Asset Management
United Kingdom
$26.7M +$470K 1 1.29% Increased
3118
CPA
Capital Performance Advisors
California
$26.7M +$2.18M 9 4.4% Increased
3119
Gouws Capital LLC
Gouws Capital LLC
North Carolina
$26.7M +$363K 4 14.67% Increased
3120
Midland Wealth Advisors
Midland Wealth Advisors
Illinois
$26.7M -$3.97M 5 1.43% Reduced
3121
Chase Investment Counsel
Chase Investment Counsel
Virginia
$26.6M -$1.3M 5 7.89% Reduced
3122
Evergreen Private Wealth
Evergreen Private Wealth
Colorado
$26.6M +$1.34M 7 10.78% Increased
3123
Humankind Investments
Humankind Investments
New York
$26.5M -$1.69M 6 6.07% Reduced
3124
Putney Financial Group
Putney Financial Group
California
$26.5M -$809K 6 26.31% Reduced
3125
Prasad Wealth Partners
Prasad Wealth Partners
Ohio
$26.5M +$420K 6 7.39% Increased