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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
4501
Kirkwood Financial Services
Kirkwood Financial Services
Texas
$10.2M +$1.01M 4 3.49% Increased
4502
Encore Global Management
Encore Global Management
Texas
$10.2M +$11.3M 4 7.11% New
4503
DB&C Advisors
DB&C Advisors
Michigan
$10.2M +$430K 4 13.22% Increased
4504
RWC Asset Management
RWC Asset Management
United Kingdom
$10.2M -$8.99M 1 0.42% Reduced
4505
Centennial Wealth Advisory
Centennial Wealth Advisory
Michigan
$10.2M +$1.43M 5 2.46% Increased
4506
Tannin Capital
Tannin Capital
North Carolina
$10.1M -$152K 6 7.36% Reduced
4507
Lakeshore Capital Group
Lakeshore Capital Group
Illinois
$10.1M +$799K 4 8.27% Increased
4508
Red Cedar Investment Management
Red Cedar Investment Management
Michigan
$10.1M -$1.9M 2 1.05% Reduced
4509
Bell Investment Advisors
Bell Investment Advisors
California
$10.1M +$251K 27 1.58% Increased
4510
Inspire Investing
Inspire Investing
Idaho
$10.1M +$6.64M 10 0.59% Increased
4511
CenterStar Asset Management
CenterStar Asset Management
Illinois
$10.1M +$10.6M 5 1.26% Increased
4512
Axon Capital
Axon Capital
New York
$10.1M -$1.59M 1 14.54% Reduced
4513
Garda Capital Partners
Garda Capital Partners
Minnesota
$10.1M +$10.7M 1 2.62% New
4514
MCM
Magnolia Capital Management
New York
$10.1M +$586K 5 6.79% Increased
4515
New Wave Wealth Advisors
New Wave Wealth Advisors
Arkansas
$10.1M -$794K 8 3.49% Reduced
4516
Landaas & Company
Landaas & Company
Wisconsin
$10.1M +$838K 6 2.21% Increased
4517
Schrum Private Wealth Management
Schrum Private Wealth Management
Florida
$10.1M -$137K 6 7.68% Reduced
4518
Hara Capital
Hara Capital
Washington
$10.1M +$4.68M 7 5.02% Increased
4519
HMS Capital Management
HMS Capital Management
Tennessee
$10.1M -$1.16M 3 3.89% Reduced
4520
Cahill Financial Advisors
Cahill Financial Advisors
Minnesota
$10.1M +$191K 6 1.09% Increased
4521
Crestwood Capital Management
Crestwood Capital Management
New York
$10M $0 1 6.91% Maintained
4522
Spreng Capital Management
Spreng Capital Management
Ohio
$10M +$134K 4 4.74% Increased
4523
CJM Wealth Advisers
CJM Wealth Advisers
Virginia
$10M +$1.06M 6 3.06% Increased
4524
New Capital Management
New Capital Management
Texas
$10M +$716K 4 2.48% Increased
4525
Steinberganna Wealth Management
Steinberganna Wealth Management
New York
$10M -$130K 4 4.82% Reduced