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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
3201
Pensionfund Sabic
Pensionfund Sabic
Netherlands
$18.6M -$2.89M 5 5.54% Reduced
3202
Birch Capital Management
Birch Capital Management
Texas
$18.6M -$431K 5 9.65% Reduced
3203
WEO
William E. Oberndorf
$18.5M +$6.77M 2 23.78% Increased
3204
Wealth Management Partners
Wealth Management Partners
Arizona
$18.5M -$269K 5 8.57% Reduced
3205
Bernard Wealth Management
Bernard Wealth Management
Michigan
$18.5M -$217K 7 9.03% Reduced
3206
Center for Financial Planning
Center for Financial Planning
Michigan
$18.5M -$2.92M 12 2.36% Reduced
3207
IC
Immersion Capital
United Kingdom
$18.5M $0 1 12.67% Maintained
3208
Ballast Advisors
Ballast Advisors
Minnesota
$18.5M -$913K 6 5.89% Reduced
3209
Oakcliff Capital Partners
Oakcliff Capital Partners
New York
$18.5M $0 1 9.73% Maintained
3210
Forge First Asset Management
Forge First Asset Management
Canada
$18.5M +$10.4M 4 8.04% Increased
3211
WG
Wealth Group
North Carolina
$18.4M +$1.1M 6 11.96% Increased
3212
SIA
Schear Investment Advisers
Ohio
$18.4M +$1.06M 4 10.62% Increased
3213
Stoneridge Investment Partners
Stoneridge Investment Partners
Pennsylvania
$18.4M -$29.3M 7 15.58% Reduced
3214
Jericho Financial
Jericho Financial
Ohio
$18.4M +$1.3M 3 13.38% Increased
3215
Chou Associates Management
Chou Associates Management
Ontario, Canada
$18.4M +$4.44M 2 9.95% Increased
3216
Bank OZK
Bank OZK
Arkansas
$18.4M +$2.01M 6 7.65% Increased
3217
Compass Ion Advisors
Compass Ion Advisors
Pennsylvania
$18.4M -$293K 7 2.17% Reduced
3218
Cerro Pacific Wealth Advisors
Cerro Pacific Wealth Advisors
California
$18.4M -$743K 6 5.96% Reduced
3219
Prossimo Advisors
Prossimo Advisors
California
$18.3M -$80K 6 13.79% Reduced
3220
DL
DOHJ LLC
Washington
$18.3M +$1.59M 5 4.19% Increased
3221
Koss-Olinger Consulting
Koss-Olinger Consulting
Florida
$18.3M +$1.94M 6 1.55% Increased
3222
Redwood Wealth Management Group
Redwood Wealth Management Group
New Jersey
$18.3M +$1.61M 6 9.32% Increased
3223
NFC Investments
NFC Investments
Tennessee
$18.3M -$776K 2 5.45% Reduced
3224
AFC
AFT Forsyth & Company
Florida
$18.3M -$121K 7 9.87% Reduced
3225
Bellwether Advisors
Bellwether Advisors
Nebraska
$18.3M -$14.7M 8 3.82% Reduced