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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
3251
Pacific Heights Asset Management
Pacific Heights Asset Management
California
$12.7M $0 1 1.15% Maintained
3252
AGUR Provident & Training Funds Management
AGUR Provident & Training Funds Management
Israel
$12.6M $0 2 4.28% Maintained
3253
Eads & Heald Wealth Management
Eads & Heald Wealth Management
Georgia
$12.6M -$1.03M 6 6.21% Reduced
3254
Northcape Wealth Management
Northcape Wealth Management
New York
$12.6M -$94.4K 5 4.56% Reduced
3255
KWMG LLC
KWMG LLC
Kansas
$12.6M +$224K 4 1.56% Increased
3256
Greenup Street Wealth Management
Greenup Street Wealth Management
Michigan
$12.6M -$518K 4 3.45% Reduced
3257
MCM
McMillion Capital Management
North Carolina
$12.6M -$94.2K 9 11.22% Reduced
3258
George Kaiser Family Foundation
George Kaiser Family Foundation
Oklahoma
$12.6M -$1.69M 3 2.13% Reduced
3259
NewSquare Capital
NewSquare Capital
Pennsylvania
$12.6M +$433K 14 1.31% Increased
3260
Formula Growth
Formula Growth
Quebec, Canada
$12.6M +$668K 3 4% Increased
3261
Miller Investment Management
Miller Investment Management
Pennsylvania
$12.5M -$8.17K 4 1.91% Reduced
3262
Orser Capital Management
Orser Capital Management
Texas
$12.5M -$106K 4 12.5% Reduced
3263
Elgethun Capital Management
Elgethun Capital Management
South Dakota
$12.5M +$227K 6 3.77% Increased
3264
Crown Wealth Group
Crown Wealth Group
North Carolina
$12.5M -$100K 4 9.87% Reduced
3265
Builder Investment Group
Builder Investment Group
Georgia
$12.5M -$21.9K 4 4.89% Reduced
3266
McAdam LLC
McAdam LLC
Pennsylvania
$12.5M +$1.9M 6 1.03% Increased
3267
Nightview Capital
Nightview Capital
Texas
$12.5M -$539K 2 5.6% Reduced
3268
LBMC Investment Advisors
LBMC Investment Advisors
Tennessee
$12.5M -$145K 7 1.23% Reduced
3269
MIC Capital Management (UK)
MIC Capital Management (UK)
United Kingdom
$12.5M $0 1 2.54% Maintained
3270
Versant Capital Management
Versant Capital Management
Arizona
$12.5M -$415K 25 3.99% Reduced
3271
BV
Boxwood Ventures
Illinois
$12.5M -$37.3K 3 23.72% Reduced
3272
626 Financial
626 Financial
Michigan
$12.5M -$120K 6 7.96% Reduced
3273
Commons Capital
Commons Capital
Massachusetts
$12.5M +$4.82K 4 18.78% Increased
3274
Watchman Group
Watchman Group
Texas
$12.4M -$160K 4 6.17% Reduced
3275
ABP
Arthur B. Page
$12.4M -$992K 3 11.82% Reduced