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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
Hillman Company
Hillman Company
Pennsylvania
$41.5M $0 1 12.81% Maintained
2502
Amiral Gestion
Amiral Gestion
France
$41.5M -$16.9M 2 15.08% Reduced
2503
Cincinnati Casualty Company
Cincinnati Casualty Company
Ohio
$41.4M $0 1 21.07% Maintained
2504
Elevatus Welath Management
Elevatus Welath Management
New York
$41.3M +$3.78M 5 11.91% Increased
2505
Keebeck Wealth Management
Keebeck Wealth Management
Illinois
$41.3M +$1.47M 7 4.88% Increased
2506
Founders Financial Alliance
Founders Financial Alliance
North Carolina
$41.3M +$883K 10 7.77% Increased
2507
DGS Capital Management
DGS Capital Management
New Jersey
$41.2M +$3.47M 10 7.5% Increased
2508
TFR Capital
TFR Capital
Texas
$41.2M +$366K 6 13.76% Increased
2509
Sphera Management Technology Funds
Sphera Management Technology Funds
Israel
$41.1M +$11.3M 8 12.95% Increased
2510
Evolution Wealth Advisors
Evolution Wealth Advisors
Florida
$41.1M -$9.7M 5 5.52% Reduced
2511
Brown Miller Wealth Management
Brown Miller Wealth Management
Virginia
$41.1M +$52K 7 11.64% Increased
2512
Citizens & Northern Corp
Citizens & Northern Corp
Pennsylvania
$41.1M +$174K 6 10.18% Increased
2513
1248 Management
1248 Management
Missouri
$41M -$25.5M 7 23.15% Reduced
2514
Newman Dignan & Sheerar Inc
Newman Dignan & Sheerar Inc
Rhode Island
$41M -$949K 6 8.86% Reduced
2515
WealthShield Partners
WealthShield Partners
North Carolina
$41M -$28.3K 7 4.65% Reduced
2516
Parkside Investments
Parkside Investments
Illinois
$40.9M +$997K 4 5.11% Increased
2517
Clear Creek Financial Management
Clear Creek Financial Management
Washington
$40.9M +$1.51M 11 3.54% Increased
2518
Smith, Moore & Co
Smith, Moore & Co
Missouri
$40.9M +$541K 8 3.13% Increased
2519
Kathmere Capital Management
Kathmere Capital Management
Pennsylvania
$40.9M +$3.51M 9 2.9% Increased
2520
FNBOMD
First National Bank of Mount Dora
Florida
$40.8M -$12.2M 5 9.03% Reduced
2521
Alpine Woods Capital Investors
Alpine Woods Capital Investors
New York
$40.8M +$920K 7 9.49% Increased
2522
Point72 Asia (Singapore)
Point72 Asia (Singapore)
Singapore
$40.8M -$7.63M 8 6.32% Reduced
2523
Linden Thomas Advisory Services
Linden Thomas Advisory Services
North Carolina
$40.8M +$1.34M 9 4.13% Increased
2524
Court Place Advisors
Court Place Advisors
Maryland
$40.7M -$294K 6 12.27% Reduced
2525
Wills Financial Group
Wills Financial Group
Virginia
$40.7M -$514K 4 16.71% Reduced