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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
3176
MBL Wealth
MBL Wealth
North Carolina
$22.3M +$707K 7 2.24% Increased
3177
Y-Intercept (HK)
Y-Intercept (HK)
Hong Kong
$22.3M -$33.5M 11 1.49% Reduced
3178
True North Advisors
True North Advisors
Texas
$22.3M -$3.09M 4 5.26% Reduced
3179
CWM
Compass Wealth Management
Connecticut
$22.3M -$365K 7 5.37% Reduced
3180
Cloverfields Capital Group
Cloverfields Capital Group
Minnesota
$22.3M -$230K 4 7.16% Reduced
3181
Chancellor Financial Group WB
Chancellor Financial Group WB
Pennsylvania
$22.3M +$21.7M 5 17.93% New
3182
Shelter Mutual Insurance
Shelter Mutual Insurance
Missouri
$22.2M $0 2 5.54% Maintained
3183
Versant Capital Management
Versant Capital Management
Arizona
$22.2M +$2.72M 23 4.79% Increased
3184
SGL Investment Advisors
SGL Investment Advisors
Montana
$22.2M +$1.17M 6 11.21% Increased
3185
Stamos Capital Partners
Stamos Capital Partners
California
$22.2M +$1.12M 6 5.21% Increased
3186
Solstein Capital
Solstein Capital
California
$22.2M -$2.13K 5 12.41% Reduced
3187
Palogic Value Management
Palogic Value Management
Texas
$22.2M -$23.7K 6 8.41% Reduced
3188
Compass Capital Corp
Compass Capital Corp
Massachusetts
$22.2M +$20.8M 5 8.65% New
3189
O'Neil Global Advisors
O'Neil Global Advisors
California
$22.2M +$16.9M 2 6.48% Increased
3190
Winton Group
Winton Group
United Kingdom
$22.2M +$6.6M 9 1.47% Increased
3191
AGP Franklin
AGP Franklin
Tennessee
$22.2M +$22M 4 13.49% New
3192
Purus Wealth Management
Purus Wealth Management
California
$22.2M +$190K 4 8.76% Increased
3193
Bouvel Investment Partners
Bouvel Investment Partners
Pennsylvania
$22.1M +$293K 3 7.97% Increased
3194
Sittner & Nelson
Sittner & Nelson
Oregon
$22.1M +$203K 13 9.58% Increased
3195
FAG
Fortitude Advisory Group
Washington
$22.1M -$242K 7 13.31% Reduced
3196
KKM Financial
KKM Financial
Illinois
$22.1M +$1.22M 7 9.2% Increased
3197
Essex LLC
Essex LLC
Illinois
$22.1M -$827K 7 4.63% Reduced
3198
Granahan Investment Management
Granahan Investment Management
Massachusetts
$22.1M -$742K 2 0.92% Reduced
3199
Catalyst Capital Advisors
Catalyst Capital Advisors
New York
$22M +$1.1M 9 0.47% Increased
3200
Bandera Partners
Bandera Partners
New York
$22M $0 1 8.38% Maintained