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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
Granite Point Capital Management
Granite Point Capital Management
Massachusetts
$25.9M +$2.3M 5 4.38% Increased
2502
BRR OpCo
BRR OpCo
Ohio
$25.8M -$4.3M 7 2.8% Reduced
2503
Heirloom Wealth Management
Heirloom Wealth Management
Colorado
$25.8M +$30.9M 4 22.14% New
2504
Schwarz Dygos Wheeler Investment Advisors
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$25.8M +$115K 5 8.74% Increased
2505
Central Asset Investments & Management Holdings
Central Asset Investments & Management Holdings
Hong Kong
$25.8M +$3.35M 3 15.72% Increased
2506
LDFR
Lehman & Derafelo Financial Resources
Pennsylvania
$25.8M -$163K 6 7.78% Reduced
2507
Sendero Wealth Management
Sendero Wealth Management
Texas
$25.8M +$25.6M 5 11.44% New
2508
Csenge Advisory Group
Csenge Advisory Group
Florida
$25.8M -$1.08M 9 2.29% Reduced
2509
Moser Wealth Advisors
Moser Wealth Advisors
Washington
$25.7M -$3.12M 8 15.55% Reduced
2510
Monetta Financial Services
Monetta Financial Services
Illinois
$25.7M -$3.93M 3 19.87% Reduced
2511
AIA
AIMZ Investment Advisors
California
$25.7M +$239K 8 9.99% Increased
2512
White Pine Capital
White Pine Capital
Minnesota
$25.6M -$161K 6 7.56% Reduced
2513
Great Diamond Partners
Great Diamond Partners
Maine
$25.6M -$259K 7 6.58% Reduced
2514
Gryphon Financial Partners
Gryphon Financial Partners
Ohio
$25.5M +$4.26M 5 4.84% Increased
2515
Alight Capital Management
Alight Capital Management
New York
$25.5M +$15.9M 5 8.18% Increased
2516
Harrell Investment Partners
Harrell Investment Partners
Texas
$25.5M +$349K 4 7.83% Increased
2517
NFC Investments
NFC Investments
Tennessee
$25.4M -$333K 2 5.28% Reduced
2518
Algert Global
Algert Global
California
$25.4M +$4.54M 13 3.17% Increased
2519
Jackson Hole Capital Partners
Jackson Hole Capital Partners
Oklahoma
$25.4M +$1.32M 7 7.94% Increased
2520
Orca Investment Management
Orca Investment Management
Oregon
$25.4M -$2.49M 6 20.87% Reduced
2521
FORA Capital
FORA Capital
Florida
$25.4M +$14.2M 9 9.85% Increased
2522
DI
Diligent Investors
California
$25.3M +$1.73M 6 7.09% Increased
2523
Allied Investment Advisors
Allied Investment Advisors
Montana
$25.3M -$135K 3 8.66% Reduced
2524
PRC
Pearl River Capital
Michigan
$25.3M +$16.5M 16 6.83% Increased
2525
Benedict Financial Advisors
Benedict Financial Advisors
Georgia
$25.2M -$1.17M 3 6.58% Reduced