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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
4001
HIC
Harbor Island Capital
Massachusetts
$14.3M $0 1 5.3% Maintained
4002
Cascade Investment Advisors
Cascade Investment Advisors
Oregon
$14.3M +$12.8K 5 8.44% Increased
4003
Elm3 Financial Group
Elm3 Financial Group
Georgia
$14.3M -$129K 4 12.04% Reduced
4004
UP Strategic Wealth Investment Advisors
UP Strategic Wealth Investment Advisors
Pennsylvania
$14.3M +$1.23M 6 8.98% Increased
4005
Alhambra Investment Management
Alhambra Investment Management
Florida
$14.2M -$208K 5 6.58% Reduced
4006
Spectrum Asset Management (California)
Spectrum Asset Management (California)
California
$14.2M -$497K 6 4.52% Reduced
4007
Forefront Wealth Partners
Forefront Wealth Partners
Texas
$14.2M +$3.77M 11 5.95% Increased
4008
Investment Research Partners
Investment Research Partners
Pennsylvania
$14.2M -$459K 7 5.78% Reduced
4009
Davis Capital Management
Davis Capital Management
Florida
$14.2M +$87.5K 16 9.63% Increased
4010
Camarda Financial Advisors
Camarda Financial Advisors
Florida
$14.2M -$2.64M 5 7.48% Reduced
4011
Flynn Zito Capital Management
Flynn Zito Capital Management
New York
$14.2M +$505K 6 4.54% Increased
4012
Karras Company
Karras Company
Utah
$14.2M +$424K 5 14.4% Increased
4013
Greenland Capital Management
Greenland Capital Management
New York
$14.2M -$12.6M 4 1.8% Reduced
4014
Fidelity D&D Bancorp
Fidelity D&D Bancorp
Pennsylvania
$14.2M -$598K 4 5.69% Reduced
4015
Rooted Wealth Advisors
Rooted Wealth Advisors
Illinois
$14.2M +$1.45M 6 3.74% Increased
4016
Goldenstone Wealth Management
Goldenstone Wealth Management
California
$14.2M +$525K 5 10.31% Increased
4017
Fjell Capital
Fjell Capital
North Dakota
$14.2M +$384K 4 10.89% Increased
4018
Aspire Growth Partners
Aspire Growth Partners
Florida
$14.1M +$629K 5 9.7% Increased
4019
Applied Capital LLC
Applied Capital LLC
Florida
$14.1M -$270K 4 6.67% Reduced
4020
Strong Retirement Solutions
Strong Retirement Solutions
Washington
$14.1M +$1.68M 4 9.9% Increased
4021
SNPAM
St. Nicholas Private Asset Management
Florida
$14.1M +$224K 3 13.21% Increased
4022
SIG Brokerage
SIG Brokerage
New York
$14.1M -$118K 12 0.37% Reduced
4023
Emprise Bank
Emprise Bank
Kansas
$14.1M -$410K 5 5.66% Reduced
4024
Orleans Capital Management
Orleans Capital Management
Louisiana
$14.1M +$45.5K 4 9.54% Increased
4025
PIA
Prakash Investment Advisors
Massachusetts
$14.1M -$808K 7 10.98% Reduced