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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
3601
Shilanski & Associates
Shilanski & Associates
Alaska
$14.2M -$511K 5 4.61% Reduced
3602
United Community Bank
United Community Bank
South Carolina
$14.1M -$1.89M 7 5.52% Reduced
3603
Ellerson Group
Ellerson Group
Maryland
$14.1M -$127K 5 11.11% Reduced
3604
Vanguard Capital Wealth Advisors
Vanguard Capital Wealth Advisors
Colorado
$14.1M -$10.2M 6 14.87% Reduced
3605
Meridian Financial Partners
Meridian Financial Partners
Virginia
$14.1M +$3.83M 6 7.15% Increased
3606
Chou Associates Management
Chou Associates Management
Ontario, Canada
$14.1M $0 2 8.86% Maintained
3607
TCFG Wealth Management
TCFG Wealth Management
California
$14.1M +$13.9M 5 7.1% New
3608
Probity Advisors
Probity Advisors
Texas
$14.1M +$35.3K 6 2.71% Increased
3609
Keystone Financial Planning
Keystone Financial Planning
Ohio
$14.1M -$257K 2 4.27% Reduced
3610
MRA Advisory Group
MRA Advisory Group
New Jersey
$14.1M -$295K 6 7.72% Reduced
3611
Werba Rubin Papier Wealth Management
Werba Rubin Papier Wealth Management
California
$14.1M +$970K 8 3.31% Increased
3612
OWMIAS
One Wealth Management Investment & Advisory Services
Florida
$14.1M -$53.7M 4 24.7% Reduced
3613
M.D. Sass LLC
M.D. Sass LLC
New York
$14.1M +$2.84M 3 1.04% Increased
3614
LJCM
Lee Johnson Capital Management
Texas
$14.1M +$13M 4 7.23% Increased
3615
First PREMIER Bank
First PREMIER Bank
South Dakota
$14M +$389K 8 3.5% Increased
3616
Tsai Capital
Tsai Capital
New York
$14M -$519K 3 11.4% Reduced
3617
Mosaic Family Wealth Partners
Mosaic Family Wealth Partners
Missouri
$14M -$1.03M 7 2.08% Reduced
3618
Union Savings Bank
Union Savings Bank
Connecticut
$14M +$392K 7 6.87% Increased
3619
Ridgewood Investments
Ridgewood Investments
New Jersey
$14M -$1.47M 14 6.99% Reduced
3620
Brown Financial Advisors
Brown Financial Advisors
Ohio
$14M -$633K 4 5.76% Reduced
3621
BCM
Bares Capital Management
Texas
$14M -$120K 1 1.27% Reduced
3622
Abacus FCF Advisors
Abacus FCF Advisors
Florida
$13.9M -$471K 4 3.23% Reduced
3623
Breakwater Investment Management
Breakwater Investment Management
Washington
$13.9M +$126K 6 5.82% Increased
3624
New Century Financial Group
New Century Financial Group
New Jersey
$13.9M +$1.5M 5 5.1% Increased
3625
Prairie Wealth Advisors
Prairie Wealth Advisors
Nebraska
$13.9M -$79.8K 4 6.87% Reduced