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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
3126
UAML
US Asset Management LLC
Pennsylvania
$16.8M +$16M 6 16.6% New
3127
Arlington Financial Advisors
Arlington Financial Advisors
California
$16.8M +$301K 4 5.01% Increased
3128
Steele Capital Management
Steele Capital Management
Iowa
$16.8M +$15.6M 4 1.09% New
3129
DRH Investments
DRH Investments
California
$16.8M -$909K 1 15.52% Reduced
3130
Garden State Investment Advisory Services
Garden State Investment Advisory Services
New Jersey
$16.7M +$128K 6 6.65% Increased
3131
Sentry LLC
Sentry LLC
Tennessee
$16.7M +$19K 7 3.56% Increased
3132
Leeward Investments
Leeward Investments
Massachusetts
$16.7M -$424K 1 0.79% Reduced
3133
CH
Canton Hathaway
Rhode Island
$16.7M -$18.1K 8 5.03% Reduced
3134
Stevens Capital Management
Stevens Capital Management
Pennsylvania
$16.7M +$14.1M 3 4.15% Increased
3135
Mayar Capital
Mayar Capital
United Kingdom
$16.6M -$4.86M 1 13.52% Reduced
3136
Diamant Asset Management
Diamant Asset Management
Connecticut
$16.6M -$410K 3 12.32% Reduced
3137
Breakwater Capital Group
Breakwater Capital Group
New Jersey
$16.6M +$1.25M 7 4.69% Increased
3138
Coastal Bridge Advisors
Coastal Bridge Advisors
Connecticut
$16.6M +$1.27M 8 4.25% Increased
3139
Investidor Profissional Gestao de Recursos
Investidor Profissional Gestao de Recursos
Brazil
$16.6M -$4.6M 1 2.93% Reduced
3140
University of Texas/Texas AM Investment Management Co (UTIMCO)
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$16.6M +$13.9M 6 4.54% Increased
3141
Sycale Advisors
Sycale Advisors
New York
$16.6M +$4.69M 1 5.01% Increased
3142
Beddow Capital Management
Beddow Capital Management
Wyoming
$16.5M +$213K 5 7.7% Increased
3143
Modus Advisors
Modus Advisors
Minnesota
$16.5M +$585K 3 6.71% Increased
3144
Oak Harbor Wealth Partners
Oak Harbor Wealth Partners
North Carolina
$16.5M -$2.73M 9 5.53% Reduced
3145
Montgomery Investment Management
Montgomery Investment Management
Maryland
$16.5M -$227K 5 5.06% Reduced
3146
Aristides Capital
Aristides Capital
Kentucky
$16.4M +$5.84M 5 6% Increased
3147
Relative Value Partners Group
Relative Value Partners Group
$16.4M -$127K 6 1% Reduced
3148
VCM
Vivaldi Capital Management
Illinois
$16.4M +$2.69M 5 4.92% Increased
3149
KCM
Kingdon Capital Management
New York
$16.4M -$9.43M 1 2.05% Reduced
3150
Huber Capital Management
Huber Capital Management
California
$16.4M -$5.22M 3 4.11% Reduced