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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
2401
Monarch Capital Management
Monarch Capital Management
Indiana
$25M -$551K 4 7.59% Reduced
2402
Bell & Brown Wealth Advisors
Bell & Brown Wealth Advisors
California
$25M +$342K 6 12.52% Increased
2403
Daily Journal Corp
Daily Journal Corp
California
$25M $0 1 15.29% Maintained
2404
Nicolet Bankshares
Nicolet Bankshares
Wisconsin
$25M +$6.28M 7 7.1% Increased
2405
Old Point Trust & Financial Services N A
Old Point Trust & Financial Services N A
Virginia
$25M +$383K 10 10.41% Increased
2406
DI
Diligent Investors
California
$25M +$391K 6 7.39% Increased
2407
Annandale Capital
Annandale Capital
Texas
$25M +$798K 4 7.22% Increased
2408
Stelac Advisory Services
Stelac Advisory Services
New York
$25M +$325K 8 11.14% Increased
2409
Frisch Financial Group
Frisch Financial Group
New York
$25M -$3.65M 5 11.97% Reduced
2410
Pinnbrook Capital Management
Pinnbrook Capital Management
New York
$24.9M +$10.3M 3 8.84% Increased
2411
Bradley & Co Private Wealth Management
Bradley & Co Private Wealth Management
Florida
$24.9M -$276K 6 24.67% Reduced
2412
Perennial Investment Advisors
Perennial Investment Advisors
California
$24.9M -$380K 7 4.38% Reduced
2413
CCC
Chelsea Counsel Company
California
$24.9M -$133K 6 12.24% Reduced
2414
Union Heritage Capital
Union Heritage Capital
Michigan
$24.8M +$635K 3 13.43% Increased
2415
United Capital Management of KS
United Capital Management of KS
Kansas
$24.8M +$1.96M 4 7.93% Increased
2416
Brevan Howard Capital Management
Brevan Howard Capital Management
Jersey
$24.7M -$7.91M 6 0.52% Reduced
2417
Lincluden Management
Lincluden Management
Ontario, Canada
$24.7M -$3.88M 3 2.85% Reduced
2418
Marshall & Sullivan
Marshall & Sullivan
Washington
$24.7M -$220K 4 13.81% Reduced
2419
Asio Capital
Asio Capital
Kentucky
$24.7M +$54.3K 4 6.06% Increased
2420
Brady Family Wealth
Brady Family Wealth
Missouri
$24.7M -$53.8K 4 9.19% Reduced
2421
Next Century Growth Investors
Next Century Growth Investors
Minnesota
$24.7M +$2.98M 3 2.38% Increased
2422
Marcum Wealth
Marcum Wealth
Ohio
$24.7M -$1.5M 6 2.9% Reduced
2423
RB Capital Management
RB Capital Management
Nevada
$24.7M -$316K 6 7.42% Reduced
2424
Holowesko Partners
Holowesko Partners
Bahamas
$24.6M -$6.51M 2 10.78% Reduced
2425
Newman Dignan & Sheerar Inc
Newman Dignan & Sheerar Inc
Rhode Island
$24.6M -$490K 6 7.6% Reduced