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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
Barometer Capital Management
Barometer Capital Management
Ontario, Canada
$22.4M +$10.6M 3 5.13% Increased
3377
Atlantic Edge Private Wealth Management
Atlantic Edge Private Wealth Management
Florida
$22.4M +$1.73M 14 5.76% Increased
3378
Gilbert & Cook
Gilbert & Cook
Iowa
$22.4M +$346K 5 2.88% Increased
3379
Woodard & Company Asset Management Group
Woodard & Company Asset Management Group
North Carolina
$22.4M +$938K 6 3.64% Increased
3380
Alpine Bank Wealth Management
Alpine Bank Wealth Management
Colorado
$22.4M +$214K 9 3.15% Increased
3381
Alan B. Lancz & Associates
Alan B. Lancz & Associates
Ohio
$22.4M +$1.52M 7 20.21% Increased
3382
VELA Investment Management
VELA Investment Management
Ohio
$22.4M -$1.7M 3 5.46% Reduced
3383
Pecaut & Co
Pecaut & Co
Iowa
$22.4M -$554K 3 7.18% Reduced
3384
Caerus Investment Advisors
Caerus Investment Advisors
Texas
$22.3M +$1.73M 13 9.14% Increased
3385
James J. Burns & Company
James J. Burns & Company
New York
$22.3M -$371K 8 3.33% Reduced
3386
Accretive Wealth Partners
Accretive Wealth Partners
New Jersey
$22.3M +$1.45M 5 6.8% Increased
3387
SNS Financial Group
SNS Financial Group
Minnesota
$22.3M -$66.3K 6 1.94% Reduced
3388
Lakewood Capital Management
Lakewood Capital Management
New York
$22.3M -$30.1M 2 1.68% Reduced
3389
Grant Private Wealth Management
Grant Private Wealth Management
California
$22.3M +$490K 9 13.73% Increased
3390
Nutshell Asset Management
Nutshell Asset Management
United Kingdom
$22.3M +$541K 2 10.62% Increased
3391
Vickerman Investment Advisors
Vickerman Investment Advisors
Washington
$22.2M -$183K 4 4.5% Reduced
3392
HCP
Holt Capital Partners
Texas
$22.2M +$119K 4 3.57% Increased
3393
Clark Asset Management
Clark Asset Management
New Hampshire
$22.2M +$458K 6 2.57% Increased
3394
Ranch Capital Advisors
Ranch Capital Advisors
Florida
$22.1M +$1.34M 7 8.57% Increased
3395
Doheny Asset Management
Doheny Asset Management
California
$22.1M +$1.13M 5 14.03% Increased
3396
Beddow Capital Management
Beddow Capital Management
Wyoming
$22.1M -$601K 5 8.15% Reduced
3397
Cerro Pacific Wealth Advisors
Cerro Pacific Wealth Advisors
California
$22.1M -$1.43M 6 6.05% Reduced
3398
Foster Group
Foster Group
Iowa
$22.1M +$387K 7 0.69% Increased
3399
Runnymede Capital Advisors
Runnymede Capital Advisors
Ohio
$22.1M -$89.7K 4 18.16% Reduced
3400
Orser Capital Management
Orser Capital Management
Texas
$22M +$459K 5 11.59% Increased