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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
2051
Valiant Capital Management
Valiant Capital Management
California
$57M -$2.61M 2 3.27% Reduced
2052
Cooperman Leon G
Cooperman Leon G
$56.9M +$37.3M 2 1.87% Increased
2053
Security National Bank
Security National Bank
Nebraska
$56.7M +$1.12M 7 8.26% Increased
2054
Bennett Selby Investments
Bennett Selby Investments
Maine
$56.7M +$170K 4 19.92% Increased
2055
Kelly Lawrence W & Associates
Kelly Lawrence W & Associates
California
$56.7M -$3.87M 5 15.76% Reduced
2056
Aspiriant LLC
Aspiriant LLC
California
$56.5M -$5.87M 7 1.61% Reduced
2057
Monetary Management Group
Monetary Management Group
Missouri
$56.5M +$19.2K 6 13.49% Increased
2058
Providence Capital Advisors
Providence Capital Advisors
North Carolina
$56.4M +$3.17M 5 9.21% Increased
2059
MAM
Morse Asset Management
Connecticut
$56.4M +$2.66M 13 11.72% Increased
2060
Copeland Capital Management
Copeland Capital Management
Pennsylvania
$56.3M +$19.9M 4 1.25% Increased
2061
America First Investment Advisors
America First Investment Advisors
Nebraska
$56.3M -$434K 3 10.5% Reduced
2062
Group One Trading
Group One Trading
Illinois
$56.3M -$535K 21 0.11% Reduced
2063
Jamison Private Wealth Management
Jamison Private Wealth Management
Georgia
$56.2M +$1.06M 8 6.83% Increased
2064
Cadinha & Co
Cadinha & Co
Hawaii
$56.1M -$32.2M 5 10.46% Reduced
2065
Supplemental Annuity Collective Trust (SACT) of New Jersey
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$56.1M -$5.84M 7 15.82% Reduced
2066
PS
Pennant Select
New Jersey
$56.1M +$19.3M 3 28.19% Increased
2067
Laurel Oak Wealth Management
Laurel Oak Wealth Management
New Jersey
$56.1M +$1.08M 8 9.41% Increased
2068
Agave Capital Management
Agave Capital Management
$56M -$57.7M 1 9.01% Reduced
2069
Evergreen Wealth Solutions
Evergreen Wealth Solutions
Pennsylvania
$56M +$43.4M 6 3.96% Increased
2070
Stanley Capital Management
Stanley Capital Management
Texas
$55.9M +$4.55M 4 9.34% Increased
2071
SL
Siren LLC
Connecticut
$55.7M +$25.9M 4 1.54% Increased
2072
Palumbo Wealth Management
Palumbo Wealth Management
New York
$55.6M +$1.27M 10 13.58% Increased
2073
Punch & Associates Investment Management
Punch & Associates Investment Management
Minnesota
$55.5M -$5.09M 3 3.2% Reduced
2074
John G. Ullman & Associates
John G. Ullman & Associates
New York
$55.5M -$2.23M 9 7.36% Reduced
2075
Winch Advisory Services
Winch Advisory Services
Wisconsin
$55.5M -$420K 11 12.67% Reduced