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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
2351
VDBMI
Van Den Berg Management I
Texas
$16.8M -$3.25M 1 6.87% Reduced
2352
Muhlenkamp & Co
Muhlenkamp & Co
Pennsylvania
$16.8M +$15M 1 8.98% New
2353
LeJeune Puetz Investment Counsel
LeJeune Puetz Investment Counsel
Michigan
$16.8M -$449K 6 8.78% Reduced
2354
CSA
Cottage Street Advisors
Massachusetts
$16.8M +$3.8M 6 12.58% Increased
2355
WCM
Wunderlich Capital Managemnt
Tennessee
$16.7M -$116K 6 11.75% Reduced
2356
New Silk Road Investment
New Silk Road Investment
Singapore
$16.7M +$8.2M 1 12.39% Increased
2357
HIC
Harbor Island Capital
Massachusetts
$16.7M -$37.6K 2 13.96% Reduced
2358
Allied Investment Advisors
Allied Investment Advisors
Montana
$16.7M -$553K 2 9.63% Reduced
2359
Wealthcare Advisory Partners
Wealthcare Advisory Partners
Pennsylvania
$16.7M +$687K 7 2.08% Increased
2360
Platform Technology Partners
Platform Technology Partners
New York
$16.7M +$341K 7 11.72% Increased
2361
Grandview Asset Management
Grandview Asset Management
Pennsylvania
$16.6M +$12M 7 14.52% Increased
2362
Adero Partners
Adero Partners
California
$16.6M +$11.2M 6 17.26% Increased
2363
IFG Advisory
IFG Advisory
Georgia
$16.6M +$429K 8 2.99% Increased
2364
New England Investment & Retirement Group
New England Investment & Retirement Group
Massachusetts
$16.6M +$8.7M 2 4.17% Increased
2365
Kavar Capital Partners Group
Kavar Capital Partners Group
Kansas
$16.6M +$1M 5 6.36% Increased
2366
Ausdal Financial Partners
Ausdal Financial Partners
Iowa
$16.6M -$170K 8 5.48% Reduced
2367
Nicholas Investment Partners
Nicholas Investment Partners
California
$16.6M +$322K 4 3.36% Increased
2368
SPC
Stony Point Capital
New York
$16.6M -$4.76M 1 9.36% Reduced
2369
Six Columns Capital
Six Columns Capital
Texas
$16.6M -$8.25M 1 3.89% Reduced
2370
Morgens Waterfall Vintiadis & Co
Morgens Waterfall Vintiadis & Co
New York
$16.5M -$1.25M 2 10.63% Reduced
2371
Core Alternative Capital
Core Alternative Capital
Georgia
$16.5M -$1.36M 3 5.17% Reduced
2372
PAS
Partnervest Advisory Services
California
$16.5M +$2.43M 7 6.23% Increased
2373
Brown Capital Management
Brown Capital Management
Maryland
$16.5M -$130K 4 0.14% Reduced
2374
WA1
Wimmer Associates 1
California
$16.5M -$1.26M 5 12.81% Reduced
2375
Ruffer LLP
Ruffer LLP
United Kingdom
$16.5M -$1.1M 3 0.64% Reduced