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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
4276
WAM
Werlinich Asset Management
Connecticut
$10.5M $0 4 6.12% Maintained
4277
Dunhill Financial
Dunhill Financial
United Kingdom
$10.5M +$2.61M 12 4.89% Increased
4278
Ames National Corp
Ames National Corp
Iowa
$10.5M +$10.4M 3 7.08% New
4279
Gould Capital
Gould Capital
Washington
$10.5M -$167K 7 7.31% Reduced
4280
O'Brien Greene & Co
O'Brien Greene & Co
Pennsylvania
$10.5M +$472K 3 3.41% Increased
4281
PUREfi Wealth
PUREfi Wealth
Massachusetts
$10.5M +$10.2M 7 10.28% New
4282
SCM
Sunbeam Capital Management
Georgia
$10.5M +$10.2M 6 9.75% New
4283
Kintayl Capital
Kintayl Capital
New York
$10.5M +$9.7M 1 9.68% New
4284
Intrepid Capital Management
Intrepid Capital Management
Florida
$10.5M +$1.69M 4 5.33% Increased
4285
Raelipskie Partnership
Raelipskie Partnership
Ontario, Canada
$10.5M -$727K 3 5.2% Reduced
4286
Permit Capital
Permit Capital
Pennsylvania
$10.5M $0 1 3.6% Maintained
4287
Cook Wealth
Cook Wealth
North Carolina
$10.5M -$42K 5 4.9% Reduced
4288
LongView Wealth Management
LongView Wealth Management
Georgia
$10.5M -$480K 5 3.19% Reduced
4289
Farringdon Capital
Farringdon Capital
United Kingdom
$10.4M +$9.9M 7 4.32% New
4290
Terra Alpha Investments
Terra Alpha Investments
District of Columbia
$10.4M +$10.1M 2 10.57% New
4291
Berry Wealth Group
Berry Wealth Group
Texas
$10.4M -$269K 4 7.53% Reduced
4292
Wealthquest
Wealthquest
Ohio
$10.4M +$75.4K 6 0.85% Increased
4293
DFA
Davies Financial Advisors
California
$10.4M -$509K 4 8.86% Reduced
4294
PP
Pingora Partners
Wyoming
$10.4M +$154K 9 6.82% Increased
4295
CIS
Custom Index Systems
New York
$10.4M +$527K 5 5.59% Increased
4296
ABC Arbitrage
ABC Arbitrage
France
$10.4M +$10.2M 5 1.49% New
4297
Kendall Capital Management
Kendall Capital Management
Maryland
$10.4M +$1.04M 6 3.04% Increased
4298
Wulff, Hansen & Co
Wulff, Hansen & Co
California
$10.4M +$684K 4 9.83% Increased
4299
Fiduciary Financial Group
Fiduciary Financial Group
California
$10.4M +$122K 5 2.26% Increased
4300
Sunflower Bank
Sunflower Bank
Texas
$10.4M +$536K 7 2.89% Increased