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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
3376
Hazlett, Burt & Watson
Hazlett, Burt & Watson
West Virginia
$19.2M +$870K 11 8.49% Increased
3377
Convergence Financial
Convergence Financial
Missouri
$19.2M +$403K 5 3.82% Increased
3378
HCM
Horrell Capital Management
Arkansas
$19.2M -$1.08M 9 5.6% Reduced
3379
Pine Haven Investment Counsel
Pine Haven Investment Counsel
Massachusetts
$19.2M +$129K 5 15.74% Increased
3380
Truvestments Capital
Truvestments Capital
Florida
$19.2M +$427K 15 4.93% Increased
3381
Pecaut & Co
Pecaut & Co
Iowa
$19.1M -$1.45M 3 6.61% Reduced
3382
Kolinsky Wealth Management
Kolinsky Wealth Management
New Jersey
$19.1M +$514K 6 11.68% Increased
3383
Summit Asset Management
Summit Asset Management
Tennessee
$19.1M +$3.51M 6 3.36% Increased
3384
RBA Wealth Management
RBA Wealth Management
California
$19.1M -$389K 4 7.28% Reduced
3385
First City Capital Management
First City Capital Management
Georgia
$19.1M +$190K 6 10.18% Increased
3386
Members Trust
Members Trust
Florida
$19.1M +$178K 6 0.66% Increased
3387
West Michigan Advisors
West Michigan Advisors
Michigan
$19.1M -$261K 7 5.76% Reduced
3388
McCarter Private Wealth Services
McCarter Private Wealth Services
Massachusetts
$19.1M +$874K 4 12.09% Increased
3389
Prosperity Financial Group
Prosperity Financial Group
California
$19M +$753K 7 9.46% Increased
3390
Palmer Knight Company
Palmer Knight Company
Florida
$19M +$46.4K 2 8.5% Increased
3391
Private Capital Management (Florida)
Private Capital Management (Florida)
Florida
$19M -$1.19M 5 1.99% Reduced
3392
TFB Advisors
TFB Advisors
Kansas
$19M +$126K 8 5.42% Increased
3393
James J. Burns & Company
James J. Burns & Company
New York
$18.9M +$2.61M 8 3.29% Increased
3394
Kinsale Capital Group
Kinsale Capital Group
Virginia
$18.9M +$1.98M 2 5.08% Increased
3395
Orion Capital Management
Orion Capital Management
California
$18.9M -$221K 6 8.3% Reduced
3396
Virtue Capital Management
Virtue Capital Management
Tennessee
$18.9M -$566K 7 3.8% Reduced
3397
MGM
Miura Global Management
New York
$18.9M +$2.08M 3 20.6% Increased
3398
Oberweis Asset Management
Oberweis Asset Management
Illinois
$18.9M +$137K 3 0.89% Increased
3399
Beddow Capital Management
Beddow Capital Management
Wyoming
$18.9M -$319K 5 7.76% Reduced
3400
Elevated Capital Advisors
Elevated Capital Advisors
Utah
$18.9M +$2.86M 5 5.14% Increased