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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
WrapManager Inc
WrapManager Inc
California
$27.7M -$3.98M 6 9.38% Reduced
3227
Financial Management Network
Financial Management Network
California
$27.7M +$137K 6 4.39% Increased
3228
Meridian Investment Counsel
Meridian Investment Counsel
California
$27.7M -$46.4K 8 6.68% Reduced
3229
Aspen Investment Management
Aspen Investment Management
Michigan
$27.7M +$8.28M 7 8.35% Increased
3230
Waddell & Associates
Waddell & Associates
Tennessee
$27.7M +$1.98M 10 1.87% Increased
3231
Financial Insights
Financial Insights
Washington
$27.7M -$1.09M 5 9.27% Reduced
3232
Trilogy Capital
Trilogy Capital
California
$27.6M +$6.01M 6 1.24% Increased
3233
Allegheny Financial Group
Allegheny Financial Group
Pennsylvania
$27.6M -$748K 6 4.09% Reduced
3234
Sitrin Capital Management
Sitrin Capital Management
California
$27.6M -$127K 5 13.08% Reduced
3235
DRW Securities
DRW Securities
Illinois
$27.6M -$55.4M 12 0.73% Reduced
3236
Prasad Wealth Partners
Prasad Wealth Partners
Ohio
$27.5M -$891K 6 7.35% Reduced
3237
Dara Capital US
Dara Capital US
Florida
$27.5M +$28.2M 11 24.37% New
3238
Shelter Mutual Insurance
Shelter Mutual Insurance
Missouri
$27.5M $0 2 6.14% Maintained
3239
Cloverfields Capital Group
Cloverfields Capital Group
Minnesota
$27.5M -$246K 4 8.53% Reduced
3240
Clark Asset Management
Clark Asset Management
New Hampshire
$27.5M +$4.44M 6 2.86% Increased
3241
Unique Wealth Strategies
Unique Wealth Strategies
Illinois
$27.5M +$2.12M 10 10.71% Increased
3242
CH
Cromwell Holdings
Wyoming
$27.4M +$54K 14 14.97% Increased
3243
Dutch Asset Corp
Dutch Asset Corp
New York
$27.4M +$26.6M 7 21.06% New
3244
Mach-1 Financial Group
Mach-1 Financial Group
Arkansas
$27.3M +$13M 6 5.62% Increased
3245
Sterling Investment Counsel
Sterling Investment Counsel
New York
$27.3M +$5M 5 7.83% Increased
3246
Mitchell Sinkler & Starr
Mitchell Sinkler & Starr
Pennsylvania
$27.3M -$153K 6 12.34% Reduced
3247
Oak Asset Management
Oak Asset Management
California
$27.3M +$31.1K 6 9.31% Increased
3248
Resolute Wealth Strategies
Resolute Wealth Strategies
Mississippi
$27.3M +$471K 5 11.96% Increased
3249
Redwood Grove Capital
Redwood Grove Capital
California
$27.3M -$11.1M 1 7.77% Reduced
3250
Mandatum Life Insurance Company
Mandatum Life Insurance Company
Finland
$27.3M -$1.83M 5 6.22% Reduced