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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
2376
Bank OZK
Bank OZK
Arkansas
$9.8M -$191K 5 3.88% Reduced
2377
Boyar Asset Management
Boyar Asset Management
New York
$9.7M -$9.11K 2 6.63% Reduced
2378
RCM
Red Cedar Management
Utah
$9.7M -$7.56M 1 9.8% Reduced
2379
CGM
Centenus Global Management
New York
$9.7M +$3.78M 3 1.74% Increased
2380
Cornerstone Advisors (Washington)
Cornerstone Advisors (Washington)
Washington
$9.7M -$514K 15 6.29% Reduced
2381
WEO
William E. Oberndorf
$9.7M $0 1 5.6% Maintained
2382
Field & Main Bank
Field & Main Bank
Kentucky
$9.7M +$111K 7 8.66% Increased
2383
Itau Unibanco Holding S.A.
Itau Unibanco Holding S.A.
Brazil
$9.7M -$74.1M 7 0.55% Reduced
2384
Central Asset Investments & Management Holdings
Central Asset Investments & Management Holdings
Hong Kong
$9.6M -$38.3M 2 10.93% Reduced
2385
IBOK
Independence Bank of Kentucky
Kentucky
$9.6M +$188K 7 7.56% Increased
2386
AlpInvest Partners
AlpInvest Partners
Netherlands
$9.6M +$7.85M 1 20.54% New
2387
Geneva Partners
Geneva Partners
Wisconsin
$9.6M -$3.07M 3 7.36% Reduced
2388
Pecaut & Co
Pecaut & Co
Iowa
$9.5M +$85.1K 3 6.61% Increased
2389
Icon Advisers
Icon Advisers
Colorado
$9.5M -$1M 4 0.81% Reduced
2390
Avestar Capital
Avestar Capital
New York
$9.48M +$74.3K 15 5.48% Increased
2391
LVW Advisors
LVW Advisors
New York
$9.48M +$400K 5 2.66% Increased
2392
Hartford Financial Management
Hartford Financial Management
Connecticut
$9.48M +$42.4K 8 3.21% Increased
2393
DI
Diligent Investors
California
$9.47M +$34.1K 6 5.2% Increased
2394
Loeb Partners Corp
Loeb Partners Corp
New York
$9.46M -$9.6M 6 3.49% Reduced
2395
MHIM
MacNealy Hoover Investment Management
Ohio
$9.46M -$38K 5 6.95% Reduced
2396
AT Bancorp
AT Bancorp
Iowa
$9.42M -$2.14M 5 1.02% Reduced
2397
PAM
Pegasus Asset Management
New York
$9.41M +$1.3M 5 7.87% Increased
2398
Nadler Financial Group
Nadler Financial Group
Illinois
$9.41M +$121K 5 2.54% Increased
2399
Plante Moran Financial Advisors
Plante Moran Financial Advisors
Michigan
$9.38M +$1.12M 13 3.05% Increased
2400
NFAM
North Fourth Asset Management
New Jersey
$9.37M +$6.82M 2 3.27% Increased