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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
2501
Benin Management Corp
Benin Management Corp
Connecticut
$19.2M -$192K 7 6.83% Reduced
2502
PM
Parametrica Management
Hong Kong
$19.2M +$1.54M 7 9.25% Increased
2503
McGuire Investment Group
McGuire Investment Group
Rhode Island
$19.2M +$2.47M 5 4.06% Increased
2504
Teamwork Financial Advisors
Teamwork Financial Advisors
Texas
$19.2M -$1.58M 9 4.49% Reduced
2505
MS
Madden Securities
Texas
$19.1M -$434K 5 11.19% Reduced
2506
Capstone Triton Financial Group
Capstone Triton Financial Group
Oklahoma
$19.1M -$180K 6 12.64% Reduced
2507
Carderock Capital Management
Carderock Capital Management
Maryland
$19.1M -$2.06M 3 5.7% Reduced
2508
Bell Bank
Bell Bank
North Dakota
$19.1M +$245K 7 2.75% Increased
2509
Greenline Partners
Greenline Partners
New York
$19.1M +$202K 3 4.18% Increased
2510
StoneX Group
StoneX Group
New York
$19.1M -$138K 12 3.43% Reduced
2511
Brown Capital Management
Brown Capital Management
Maryland
$19.1M -$1.66M 4 0.14% Reduced
2512
Aevitas Wealth Management
Aevitas Wealth Management
Massachusetts
$19M +$234K 5 13.28% Increased
2513
Teza Capital Management
Teza Capital Management
Illinois
$19M +$12.2M 9 3.79% Increased
2514
Raab & Moskowitz Asset Management
Raab & Moskowitz Asset Management
New Jersey
$19M +$328K 5 7.42% Increased
2515
Nicolet Bankshares
Nicolet Bankshares
Wisconsin
$19M +$1.54M 8 5.25% Increased
2516
Hixon Zuercher
Hixon Zuercher
Ohio
$19M +$579K 4 12.56% Increased
2517
Paragon Capital Management (Colorado)
Paragon Capital Management (Colorado)
Colorado
$19M -$191K 3 9.85% Reduced
2518
Corbyn Investment Management
Corbyn Investment Management
Maryland
$19M -$561K 2 7.69% Reduced
2519
Mount Vernon Associates
Mount Vernon Associates
Maryland
$19M +$156K 5 18.63% Increased
2520
WA
WealthTrust Axiom
Pennsylvania
$18.9M -$553K 8 6.41% Reduced
2521
DCM Advisors
DCM Advisors
New York
$18.9M +$3.17M 9 11% Increased
2522
Oakcliff Capital Partners
Oakcliff Capital Partners
New York
$18.9M -$8.22M 1 8.96% Reduced
2523
Allied Investment Advisors
Allied Investment Advisors
Montana
$18.9M -$11.5K 3 8.09% Reduced
2524
Cincinnati Casualty Company
Cincinnati Casualty Company
Ohio
$18.9M $0 1 11.86% Maintained
2525
Trust Company of Oklahoma
Trust Company of Oklahoma
Oklahoma
$18.9M +$337K 4 6.78% Increased