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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
3226
Walleye Capital
Walleye Capital
New York
$9.15M -$4.21M 5 0.61% Reduced
3227
Marvin & Palmer Associates
Marvin & Palmer Associates
Delaware
$9.12M -$19.8M 1 3.64% Reduced
3228
Silverleafe Capital Partners
Silverleafe Capital Partners
Tennessee
$9.1M -$162K 3 4.14% Reduced
3229
Mount Lucas Management
Mount Lucas Management
Pennsylvania
$9.06M +$113K 3 1.91% Increased
3230
Hussman Strategic Advisors
Hussman Strategic Advisors
Maryland
$9.03M -$5.84M 8 2.37% Reduced
3231
Access Financial Services
Access Financial Services
Minnesota
$9.01M -$351K 3 4.41% Reduced
3232
Norway Savings Bank
Norway Savings Bank
Maine
$9.01M +$525K 9 5.17% Increased
3233
HFAS
Hummer Financial Advisory Services
Illinois
$9M -$638K 5 9.46% Reduced
3234
Clifford Capital Partners
Clifford Capital Partners
Utah
$8.97M +$1.49M 1 3.51% Increased
3235
Cramer Rosenthal McGlynn
Cramer Rosenthal McGlynn
Connecticut
$8.97M +$1.86M 1 0.28% Increased
3236
CL
CSS LLC
Illinois
$8.97M -$648K 3 0.34% Reduced
3237
Sara-Bay Financial
Sara-Bay Financial
Florida
$8.96M +$131K 4 4.04% Increased
3238
Marino Stram & Associates
Marino Stram & Associates
Massachusetts
$8.95M -$227K 6 3.97% Reduced
3239
Red Cedar Capital
Red Cedar Capital
Nebraska
$8.95M -$185K 4 6.53% Reduced
3240
Nicolet Advisory Services
Nicolet Advisory Services
Wisconsin
$8.92M +$486K 6 1.25% Increased
3241
LAM
Lountzis Asset Management
Pennsylvania
$8.91M $0 6 6.54% Maintained
3242
Ellevest Inc
Ellevest Inc
New York
$8.89M +$456K 15 1.3% Increased
3243
Eos Management LP
Eos Management LP
New York
$8.89M +$1.02M 3 10.2% Increased
3244
Secure Asset Management
Secure Asset Management
Michigan
$8.88M +$426K 6 5.23% Increased
3245
SPC Financial Inc
SPC Financial Inc
Maryland
$8.87M -$307K 3 1.25% Reduced
3246
Pinnacle Advisory Group
Pinnacle Advisory Group
Maryland
$8.86M +$124K 5 0.54% Increased
3247
Donoghue Forlines
Donoghue Forlines
Massachusetts
$8.83M +$8.05M 6 1.71% New
3248
Aristides Capital
Aristides Capital
Kentucky
$8.82M +$219K 5 3.02% Increased
3249
PDS Planning
PDS Planning
Ohio
$8.8M +$553K 7 3.02% Increased
3250
Interchange Capital Partners
Interchange Capital Partners
Pennsylvania
$8.78M +$8.57M 16 4.76% New