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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
1676
TCM
Trybe Capital Management
Connecticut
$44.4M +$4.08M 3 24.23% Increased
1677
Telos Capital Management
Telos Capital Management
California
$44.4M +$36.4K 6 6.19% Increased
1678
Nations Financial Group
Nations Financial Group
Iowa
$44.4M +$4.37M 7 4.65% Increased
1679
Intrust Bank
Intrust Bank
Kansas
$44.2M +$279K 6 5.67% Increased
1680
CRB
Chad R. Baker
$44.2M +$408K 4 11.22% Increased
1681
Schechter Investment Advisors
Schechter Investment Advisors
Michigan
$44.1M +$1.72M 10 4.08% Increased
1682
Verity & Verity
Verity & Verity
South Carolina
$44.1M +$2.7M 4 5.63% Increased
1683
River Wealth Advisors
River Wealth Advisors
Pennsylvania
$43.9M -$389K 5 7.99% Reduced
1684
Zuckerman Investment Group
Zuckerman Investment Group
Illinois
$43.8M +$2.54M 6 6.66% Increased
1685
WoodTrust Financial
WoodTrust Financial
Wisconsin
$43.6M +$3.41M 7 8.46% Increased
1686
Cozad Asset Management
Cozad Asset Management
Illinois
$43.6M +$1.47M 7 5.76% Increased
1687
Akaris Global Partners
Akaris Global Partners
New York
$43.5M -$26.5M 2 13.58% Reduced
1688
Hillman Company
Hillman Company
Pennsylvania
$43.3M -$13.5M 2 21.36% Reduced
1689
Arete Wealth Advisors
Arete Wealth Advisors
Illinois
$43.3M +$2.1M 8 3.52% Increased
1690
HA
Harbor Advisors
Florida
$43.2M -$672K 6 10.12% Reduced
1691
Endurance Wealth Management
Endurance Wealth Management
Rhode Island
$43.2M +$4.18M 12 6.12% Increased
1692
Wahed Invest
Wahed Invest
New York
$43.2M +$13.7M 6 18.68% Increased
1693
Bandera Partners
Bandera Partners
New York
$43.2M $0 3 17.76% Maintained
1694
First Interstate Bank
First Interstate Bank
Montana
$43.2M -$60.2K 6 3.3% Reduced
1695
Foyston, Gordon, & Payne
Foyston, Gordon, & Payne
Ontario, Canada
$43.1M +$2.74M 3 11.61% Increased
1696
Balentine LLC
Balentine LLC
Georgia
$43.1M -$91.3K 11 1.45% Reduced
1697
Penobscot Investment Management
Penobscot Investment Management
Massachusetts
$43.1M -$93.4K 6 7.51% Reduced
1698
SevenBridge Financial Group
SevenBridge Financial Group
Pennsylvania
$43.1M +$632K 7 11.89% Increased
1699
River Global Investors
River Global Investors
United Kingdom
$43.1M +$11.1M 8 8.83% Increased
1700
Stratos Wealth Advisors
Stratos Wealth Advisors
Ohio
$43M +$342K 7 3.31% Increased