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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
3301
Horizon Kinetics Asset Management
Horizon Kinetics Asset Management
New York
$9.7M -$7.06M 5 0.2% Reduced
3302
Starboard Value
Starboard Value
New York
$9.7M $0 2 0.18% Maintained
3303
StrategIQ Financial Group
StrategIQ Financial Group
Indiana
$9.7M -$963K 7 1.18% Reduced
3304
Empowered Funds
Empowered Funds
Pennsylvania
$9.7M +$2.8M 6 1.25% Increased
3305
NERM
New England Research & Management
Illinois
$9.7M -$2M 6 5.64% Reduced
3306
Millennium Capital Advisors
Millennium Capital Advisors
Arkansas
$9.7M -$48.7K 4 9.46% Reduced
3307
EHP Funds Inc
EHP Funds Inc
Canada
$9.7M -$1.46M 4 1.61% Reduced
3308
Arbor Trust Wealth Advisors
Arbor Trust Wealth Advisors
Michigan
$9.7M -$30K 6 6.75% Reduced
3309
St. Johns Investment Management
St. Johns Investment Management
Florida
$9.7M -$25.3K 6 6.15% Reduced
3310
KWMG LLC
KWMG LLC
Kansas
$9.7M +$56.2K 3 1.45% Increased
3311
Western Pacific Wealth Management
Western Pacific Wealth Management
Illinois
$9.6M -$542K 6 9.41% Reduced
3312
Total Clarity Wealth Management
Total Clarity Wealth Management
Illinois
$9.6M +$726K 15 4.99% Increased
3313
LCM Capital Management
LCM Capital Management
Illinois
$9.6M +$102K 5 9.49% Increased
3314
Vest Financial
Vest Financial
Virginia
$9.6M +$330K 1 1.75% Increased
3315
Ranch Capital Advisors
Ranch Capital Advisors
Florida
$9.6M -$550K 4 7.39% Reduced
3316
SWMG
Signature Wealth Management Group
Georgia
$9.6M +$128K 3 4.68% Increased
3317
Sterling Investment Counsel
Sterling Investment Counsel
New York
$9.6M +$207K 5 7.35% Increased
3318
Karpus Investment Management
Karpus Investment Management
New York
$9.6M -$7.19K 3 0.32% Reduced
3319
CSI
Cross Staff Investments
New York
$9.6M -$632K 5 10.61% Reduced
3320
Donoghue Forlines
Donoghue Forlines
Massachusetts
$9.6M +$1.59M 8 2.52% Increased
3321
FSM Wealth Advisors
FSM Wealth Advisors
Ohio
$9.6M +$77.2M 6 9.51% New
3322
Financial Architects (New Jersey)
Financial Architects (New Jersey)
New Jersey
$9.6M -$22.9M 3 12.22% Reduced
3323
Prospector Partners
Prospector Partners
Connecticut
$9.6M +$80.4K 2 1.4% Increased
3324
Monaco Asset Management
Monaco Asset Management
Monaco
$9.6M +$2.5M 2 4.17% Increased
3325
AIP
Ahrens Investment Partners
Louisiana
$9.5M +$94.2K 14 4.21% Increased