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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
3151
RBA Wealth Management
RBA Wealth Management
California
$29M -$431K 5 9.82% Reduced
3152
Paradigm Asset Management
Paradigm Asset Management
New York
$28.9M -$1.97M 9 6.67% Reduced
3153
Global Assets Advisory
Global Assets Advisory
Florida
$28.9M -$2.1M 9 8.26% Reduced
3154
Brick & Kyle Associates
Brick & Kyle Associates
Pennsylvania
$28.9M +$3.95M 3 10.24% Increased
3155
Chou Associates Management
Chou Associates Management
Ontario, Canada
$28.9M -$2.86M 2 14.32% Reduced
3156
Henson-Edgewater Management
Henson-Edgewater Management
Ohio
$28.8M +$28.3M 4 17.04% New
3157
SIA
Schear Investment Advisers
Ohio
$28.8M +$1.02M 4 12.41% Increased
3158
Peterson Wealth Services
Peterson Wealth Services
Utah
$28.8M +$26.2M 7 7.35% Increased
3159
Greenland Capital Management
Greenland Capital Management
New York
$28.8M -$3.42M 6 3.04% Reduced
3160
PDT Partners
PDT Partners
New York
$28.7M +$1.59M 7 1.86% Increased
3161
FFA
Florida Financial Advisors
Florida
$28.7M +$7.08M 8 7.8% Increased
3162
Modus Advisors
Modus Advisors
Minnesota
$28.7M -$816K 10 7.57% Reduced
3163
Kirr Marbach & Co
Kirr Marbach & Co
Indiana
$28.7M -$281K 3 5.48% Reduced
3164
Platinum Investment Management
Platinum Investment Management
Australia
$28.7M -$135M 5 6.63% Reduced
3165
Armstrong Advisory Group
Armstrong Advisory Group
Massachusetts
$28.7M +$577K 16 1.94% Increased
3166
Concentrum Wealth Management
Concentrum Wealth Management
California
$28.6M +$4.67M 5 8% Increased
3167
Cox Capital Management
Cox Capital Management
Massachusetts
$28.6M +$369K 3 17.81% Increased
3168
Chancellor Financial Group WB
Chancellor Financial Group WB
Pennsylvania
$28.6M -$302K 6 19.4% Reduced
3169
Ayrshire Capital Management
Ayrshire Capital Management
Connecticut
$28.6M +$3.03M 4 13.14% Increased
3170
Legacy Edge Advisors
Legacy Edge Advisors
New York
$28.6M +$338K 6 3.13% Increased
3171
SWS Partners
SWS Partners
Ohio
$28.6M +$2.11M 6 6.9% Increased
3172
Leisure Capital Management
Leisure Capital Management
California
$28.6M -$78.3K 6 9.47% Reduced
3173
Daily Journal Corp
Daily Journal Corp
California
$28.6M $0 1 10.33% Maintained
3174
Blackhawk Capital Partners
Blackhawk Capital Partners
Wisconsin
$28.6M +$263K 5 10.73% Increased
3175
Integrated Quantitative Investments
Integrated Quantitative Investments
Washington
$28.6M +$7.35M 6 6.14% Increased