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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
3501
Dover Advisors
Dover Advisors
Virginia
$10.3M -$5.62M 5 9.13% Reduced
3502
Nvest Financial
Nvest Financial
New Hampshire
$10.3M -$917K 4 9.01% Reduced
3503
Morgan Dempsey Capital Management
Morgan Dempsey Capital Management
Wisconsin
$10.3M -$151K 3 2.93% Reduced
3504
Sugarloaf Wealth Management
Sugarloaf Wealth Management
Georgia
$10.3M -$273K 12 2.4% Reduced
3505
Shilanski & Associates
Shilanski & Associates
Alaska
$10.3M +$118K 4 4.16% Increased
3506
Prosperity Financial Group
Prosperity Financial Group
California
$10.3M +$337K 5 9.03% Increased
3507
Valley Brook Capital Group
Valley Brook Capital Group
Pennsylvania
$10.3M -$355K 3 9.47% Reduced
3508
Solas Capital Management
Solas Capital Management
Connecticut
$10.3M +$841K 1 6.82% Increased
3509
Twin Focus Capital Partners
Twin Focus Capital Partners
Massachusetts
$10.3M -$2.03M 7 2.07% Reduced
3510
PFMOSF
Philadelphia Financial Management of San Francisco
California
$10.2M +$9.43M 1 2.8% New
3511
Coastwise Capital Group
Coastwise Capital Group
California
$10.2M -$1.03M 4 11.57% Reduced
3512
Guerra Pan Advisors
Guerra Pan Advisors
New Jersey
$10.2M +$111K 6 11.35% Increased
3513
Arax Advisory Partners
Arax Advisory Partners
Colorado
$10.2M +$246K 18 1.3% Increased
3514
Wilkins Investment Counsel
Wilkins Investment Counsel
Massachusetts
$10.2M +$620K 4 2.67% Increased
3515
Private Capital Management (Colorado)
Private Capital Management (Colorado)
Colorado
$10.2M -$269K 6 2.91% Reduced
3516
Fusion Capital
Fusion Capital
South Carolina
$10.2M +$672K 3 5.7% Increased
3517
Lion Street Advisors
Lion Street Advisors
Texas
$10.2M -$3.87M 6 3.42% Reduced
3518
James J. Burns & Company
James J. Burns & Company
New York
$10.2M +$222K 6 2.58% Increased
3519
CEI
Clark Estates Inc
New York
$10.2M -$11M 4 1.71% Reduced
3520
Ionic Capital Management
Ionic Capital Management
New York
$10.1M -$10.3M 3 2.9% Reduced
3521
Concord Asset Management (Virginia)
Concord Asset Management (Virginia)
Virginia
$10.1M +$475K 5 3.58% Increased
3522
Cascade Investment Advisors
Cascade Investment Advisors
Oregon
$10.1M -$351K 4 7.57% Reduced
3523
Gould Capital
Gould Capital
Washington
$10.1M -$498K 7 7.74% Reduced
3524
SCM
Soros Capital Management
New York
$10.1M +$9.31M 1 5.53% New
3525
MTM Investment Management
MTM Investment Management
South Carolina
$10.1M -$306K 7 4.92% Reduced