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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
4451
LIM
Loudon Investment Management
New Hampshire
$12.3M +$1.01M 4 6.06% Increased
4452
SIM
Spark Investment Management
New York
$12.3M +$690K 7 24.07% Increased
4453
PA
Prairie Advisory
Kansas
$12.3M +$12.9M 5 2.89% New
4454
TIM
Tevis Investment Management
Texas
$12.3M -$702K 4 6.74% Reduced
4455
PIA
Panoramic Investment Advisors
Colorado
$12.3M -$292K 4 5.89% Reduced
4456
FFC
First Financial Corp
Indiana
$12.3M -$116K 6 4.26% Reduced
4457
GFG
Greenbush Financial Group
New York
$12.3M +$58.1K 3 3.62% Increased
4458
PWM
Prentice Wealth Management
New York
$12.3M +$188K 7 2.54% Increased
4459
QA
Quattro Advisors
Pennsylvania
$12.3M +$63.7K 6 8.19% Increased
4460
TAM
Tealwood Asset Management
Minnesota
$12.3M +$345K 4 4.72% Increased
4461
BI
Bolthouse Investments
California
$12.3M +$1.03M 5 9.96% Increased
4462
CF
CNA Financial
Illinois
$12.3M -$30.5M 1 5.14% Reduced
4463
RIA
Rhodes Investment Advisors
Texas
$12.3M +$458K 5 9.02% Increased
4464
PA
PSI Advisors
Florida
$12.3M +$2.75M 7 2.85% Increased
4465
SCM
Spring Capital Management
Texas
$12.3M -$19.6K 4 5.97% Reduced
4466
PC
Permit Capital
Pennsylvania
$12.3M $0 1 3.43% Maintained
4467
WPW
Watershed Private Wealth
Illinois
$12.3M -$717K 7 3.45% Reduced
4468
RAM
Revere Asset Management
Texas
$12.2M +$9.71M 4 4.7% Increased
4469
MC
Muhlenkamp & Co
Pennsylvania
$12.2M -$65.1K 1 3.54% Reduced
4470
PFA
Plotkin Financial Advisors
Maryland
$12.2M +$130K 7 5.06% Increased
4471
MWM
MFG Wealth Management
Indiana
$12.2M +$4.08M 4 8.72% Increased
4472
FCM
Fell Capital Management
California
$12.2M -$660K 5 10.26% Reduced
4473
LC
Lawood & Co
Pennsylvania
$12.2M -$28.1K 6 8.25% Reduced
4474
MC
Matters Capital
Florida
$12.2M +$183K 5 8.51% Increased
4475
RWPA
Richard W. Paul & Associates
Michigan
$12.2M +$1.09M 9 3.72% Increased