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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
2476
Darwin Wealth Management
Darwin Wealth Management
Florida
$14.9M -$7.19M 5 3.79% Reduced
2477
MM
Meridian Management
Arkansas
$14.9M -$176K 5 6.09% Reduced
2478
Mather Group
Mather Group
Illinois
$14.8M +$9.15M 7 0.68% Increased
2479
Redmond Asset Management
Redmond Asset Management
Virginia
$14.8M +$24.5K 5 6.17% Increased
2480
Stearns Financial Services Group
Stearns Financial Services Group
North Carolina
$14.8M -$116K 6 2.32% Reduced
2481
NWK Group
NWK Group
California
$14.8M +$382K 7 8.41% Increased
2482
Ritholtz Wealth Management
Ritholtz Wealth Management
New York
$14.8M +$3.51M 7 1.9% Increased
2483
Inscription Capital
Inscription Capital
Texas
$14.7M +$37.5K 6 8.15% Increased
2484
Noked Capital
Noked Capital
Israel
$14.7M +$3.25M 4 10.54% Increased
2485
Noked Israel
Noked Israel
Israel
$14.7M +$3.25M 4 10.54% Increased
2486
Soltis Investment Advisors
Soltis Investment Advisors
Utah
$14.7M +$2.97M 7 3.82% Increased
2487
Capital Insight Partners
Capital Insight Partners
Arizona
$14.7M +$1.59M 6 4.64% Increased
2488
ARI
Applied Research Investments
Delaware
$14.7M +$13.7M 3 12.85% New
2489
Evoke Wealth
Evoke Wealth
California
$14.6M +$1.42M 14 1.42% Increased
2490
GIM
Greylin Investment Management
Virginia
$14.6M +$989K 3 4.13% Increased
2491
Providence Capital Advisors
Providence Capital Advisors
North Carolina
$14.6M -$6.58M 6 8.29% Reduced
2492
Riggs Asset Management
Riggs Asset Management
Pennsylvania
$14.6M +$3.19M 9 5.93% Increased
2493
Schwarz Dygos Wheeler Investment Advisors
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$14.6M -$832K 5 9.53% Reduced
2494
Annex Advisory Services
Annex Advisory Services
Wisconsin
$14.6M -$3.13M 4 2.04% Reduced
2495
AAA
Adams Asset Advisors
Texas
$14.6M +$3.88M 4 4.32% Increased
2496
Sprucegrove Investment Management
Sprucegrove Investment Management
Ontario, Canada
$14.6M -$4.91M 1 1% Reduced
2497
Dendur Capital
Dendur Capital
New York
$14.6M $0 1 5.51% Maintained
2498
HCM
Hall Capital Management
Rhode Island
$14.5M +$977K 4 12.22% Increased
2499
Martin & Co
Martin & Co
Tennessee
$14.5M -$1.87M 4 4.5% Reduced
2500
Pecaut & Co
Pecaut & Co
Iowa
$14.5M +$2.88M 4 11.37% Increased