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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
1876
JWM
Jackson Wealth Management
Florida
$5.96M -$1.63M 3 2.02% Reduced
1877
EDRS
Edmond de Rothschild (Suisse)
Switzerland
$5.96M +$6.03M 9 1.89% New
1878
Beacon Financial Group
Beacon Financial Group
Texas
$5.94M -$1.58M 4 1.29% Reduced
1879
Legacy Private Trust
Legacy Private Trust
Wisconsin
$5.93M -$1.6M 4 0.89% Reduced
1880
HAM
Harber Asset Management
North Carolina
$5.91M -$172K 1 3.98% Reduced
1881
LVP
Limestone Value Partners
Texas
$5.91M +$183K 1 6.29% Increased
1882
CD
Carl Domino
Florida
$5.91M +$589K 5 4.03% Increased
1883
BRR OpCo
BRR OpCo
Ohio
$5.86M +$836K 4 2.39% Increased
1884
Shinko Asset Management Company
Shinko Asset Management Company
Japan
$5.86M -$2.33M 9 0.06% Reduced
1885
DCM
Delta Capital Management
New Jersey
$5.84M -$125K 2 3.99% Reduced
1886
AA
AlphaMark Advisors
Kentucky
$5.83M -$78.6K 6 3.28% Reduced
1887
Steinberg Global Asset Management
Steinberg Global Asset Management
Florida
$5.83M -$5.79M 4 1.11% Reduced
1888
Dubuque Bank & Trust
Dubuque Bank & Trust
Iowa
$5.81M +$2.22M 7 1.08% Increased
1889
Gradient Investments
Gradient Investments
Minnesota
$5.78M +$3.5M 8 0.79% Increased
1890
NG
Northstar Group
New York
$5.77M +$480K 5 4.41% Increased
1891
MAA
Mraz Amerine & Associates
California
$5.76M +$593K 2 2.16% Increased
1892
PCM
Palouse Capital Management
Washington
$5.76M -$197K 2 2.03% Reduced
1893
PLFAM
Pineno Levin & Ford Asset Management
Virginia
$5.71M -$51.3K 3 2.96% Reduced
1894
IberiaBank
IberiaBank
Louisiana
$5.71M +$357K 4 2.55% Increased
1895
Novare Capital Management
Novare Capital Management
North Carolina
$5.71M +$541K 4 1.41% Increased
1896
WA
WFG Advisors
Texas
$5.7M +$666K 10 1.57% Increased
1897
Sky Investment Group
Sky Investment Group
Connecticut
$5.67M +$1.73M 3 3% Increased
1898
JIC
JRM Investment Counsel
Nebraska
$5.67M -$7.39K 2 4.9% Reduced
1899
Vicus Capital
Vicus Capital
Pennsylvania
$5.66M +$285K 2 1.48% Increased
1900
Braver Wealth Management
Braver Wealth Management
Massachusetts
$5.66M +$992K 2 1.38% Increased