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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
Allegheny Financial Group
Allegheny Financial Group
Pennsylvania
$16.6M -$3.52M 7 5.14% Reduced
3302
Bank OZK
Bank OZK
Arkansas
$16.6M -$526K 6 7.45% Reduced
3303
Leisure Capital Management
Leisure Capital Management
California
$16.6M +$160K 6 8.34% Increased
3304
PPP
Private Portfolio Partners
New Jersey
$16.6M +$522K 7 3.46% Increased
3305
LCM Capital Management
LCM Capital Management
Illinois
$16.6M +$61.6K 5 10.73% Increased
3306
Wynn Capital
Wynn Capital
Georgia
$16.6M -$323K 7 12.83% Reduced
3307
SCP Investment
SCP Investment
California
$16.6M +$7.87M 1 10.44% Increased
3308
Mesirow Institutional Investment Management
Mesirow Institutional Investment Management
Illinois
$16.6M +$16.2M 1 1.48% New
3309
Absolute Gestao de Investimentos
Absolute Gestao de Investimentos
Brazil
$16.6M -$26.1M 2 5.04% Reduced
3310
Linden Thomas Advisory Services
Linden Thomas Advisory Services
North Carolina
$16.6M +$1.75M 7 2.66% Increased
3311
Vectors Research Management
Vectors Research Management
New York
$16.6M -$79.2M 4 4.68% Reduced
3312
Lineweaver Wealth Advisors
Lineweaver Wealth Advisors
Ohio
$16.6M +$11.5K 5 3.93% Increased
3313
Security National Bank of Sioux City Iowa
Security National Bank of Sioux City Iowa
Iowa
$16.5M -$369K 5 11.65% Reduced
3314
Liberty Wealth Management
Liberty Wealth Management
California
$16.5M -$935K 5 3.22% Reduced
3315
Resurgent Financial Advisors
Resurgent Financial Advisors
Georgia
$16.5M +$903K 6 8.8% Increased
3316
Walkner Condon Financial Advisors
Walkner Condon Financial Advisors
Wisconsin
$16.5M +$1.47M 6 3.49% Increased
3317
Lindenwold Advisors
Lindenwold Advisors
Pennsylvania
$16.5M +$529K 3 8.81% Increased
3318
Gables Capital Management
Gables Capital Management
Florida
$16.4M -$586K 7 9.02% Reduced
3319
Elgethun Capital Management
Elgethun Capital Management
South Dakota
$16.3M +$114K 6 4.12% Increased
3320
GSG Advisors
GSG Advisors
New Jersey
$16.3M -$817K 5 5.99% Reduced
3321
PCR
Potrero Capital Research
California
$16.3M $0 1 9.28% Maintained
3322
Granite Bay Wealth Management
Granite Bay Wealth Management
New Hampshire
$16.3M +$15.4M 4 9.26% New
3323
MS
Madden Securities
Texas
$16.3M -$3.17M 4 7.51% Reduced
3324
Doliver Advisors
Doliver Advisors
Texas
$16.3M -$1.51M 6 4.58% Reduced
3325
Garrison Point Advisors
Garrison Point Advisors
California
$16.3M -$292K 5 10.45% Reduced