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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
2226
SRAM
Spouting Rock Asset Management
Pennsylvania
$28.8M -$3.08M 6 8.83% Reduced
2227
WealthSource Partners
WealthSource Partners
California
$28.7M +$1.82M 8 2.55% Increased
2228
Tamar Securities
Tamar Securities
California
$28.7M -$10.3M 2 11.06% Reduced
2229
NVWM LLC
NVWM LLC
Pennsylvania
$28.7M -$487K 8 10.32% Reduced
2230
Golden State Wealth Management
Golden State Wealth Management
California
$28.7M +$4.51M 7 6.33% Increased
2231
Costello Asset Management
Costello Asset Management
Pennsylvania
$28.7M -$326K 4 18.79% Reduced
2232
MCA
Mercer Capital Advisers
New Jersey
$28.6M +$33.1K 5 14.3% Increased
2233
Marietta Investment Partners
Marietta Investment Partners
Wisconsin
$28.6M -$1.17M 7 6.53% Reduced
2234
HBK Investments
HBK Investments
Texas
$28.6M +$16M 4 0.1% Increased
2235
Boston Research & Management
Boston Research & Management
Massachusetts
$28.6M -$113K 6 8.68% Reduced
2236
Odey Asset Management Group
Odey Asset Management Group
United Kingdom
$28.6M +$13.3M 4 6.43% Increased
2237
Glen Eagle Advisors
Glen Eagle Advisors
New Jersey
$28.6M +$383K 16 8.88% Increased
2238
CIM
CIM Investment Management
Pennsylvania
$28.5M -$2.21M 9 8.82% Reduced
2239
VisionPoint Advisory Group
VisionPoint Advisory Group
Texas
$28.5M +$2.39M 8 12.69% Increased
2240
Jacob Asset Management of New York
Jacob Asset Management of New York
California
$28.4M +$1.16M 5 9.38% Increased
2241
Kelleher Financial Advisors
Kelleher Financial Advisors
New York
$28.4M -$2.09M 7 15.96% Reduced
2242
Security National Bank
Security National Bank
Nebraska
$28.4M +$251K 5 7.47% Increased
2243
PAM
Pegasus Asset Management
New York
$28.3M +$350K 6 13.21% Increased
2244
Concentric Wealth Management
Concentric Wealth Management
California
$28.3M +$137K 6 8.67% Increased
2245
Granite Point Capital Management
Granite Point Capital Management
Massachusetts
$28.3M +$3.98M 6 1.05% Increased
2246
Spectrum Management Group
Spectrum Management Group
Indiana
$28.2M +$2.94M 8 4.96% Increased
2247
Kavar Capital Partners Group
Kavar Capital Partners Group
Kansas
$28.2M +$525K 5 6.81% Increased
2248
SAM
Security Asset Management
New York
$28.1M -$1.94M 4 11.08% Reduced
2249
Bornite Capital Management
Bornite Capital Management
New York
$28.1M +$27M 3 12.56% New
2250
Oarsman Capital
Oarsman Capital
Wisconsin
$28.1M +$2.27M 6 11.16% Increased