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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
2526
HBK Investments
HBK Investments
Texas
$21.3M -$9.37M 3 0.08% Reduced
2527
Augustine Asset Management
Augustine Asset Management
Florida
$21.3M -$246K 3 11.37% Reduced
2528
Ardsley Advisory Partners
Ardsley Advisory Partners
Connecticut
$21.3M +$1.7M 7 3.25% Increased
2529
Red Spruce Capital
Red Spruce Capital
Pennsylvania
$21.3M +$767K 7 12.45% Increased
2530
Belvedere Trading
Belvedere Trading
Illinois
$21.3M -$30.5M 1 0.56% Reduced
2531
CCP
Cunning Capital Partners
North Carolina
$21.2M $0 3 11.18% Maintained
2532
Lafayette Investments
Lafayette Investments
Maryland
$21.2M +$532K 5 5.76% Increased
2533
StoneX Group
StoneX Group
New York
$21.2M -$736K 11 3.05% Reduced
2534
Intrua Financial
Intrua Financial
Texas
$21.2M +$2.73M 7 3.91% Increased
2535
Convergence Investment Partners
Convergence Investment Partners
Florida
$21.2M -$3.52M 9 11.37% Reduced
2536
Platte River Wealth Advisors
Platte River Wealth Advisors
Colorado
$21.2M -$3.43M 4 7.84% Reduced
2537
Redmond Asset Management
Redmond Asset Management
Virginia
$21.2M +$1.89M 6 6.63% Increased
2538
AFC
AFT Forsyth & Company
Florida
$21.2M +$427K 6 11.37% Increased
2539
Mendel Money Management
Mendel Money Management
Illinois
$21.2M +$246K 6 13.25% Increased
2540
DeDora Capital
DeDora Capital
California
$21.1M -$1.08M 5 9.18% Reduced
2541
Malaga Cove Capital
Malaga Cove Capital
California
$21.1M +$1.58M 12 8.69% Increased
2542
Abbot Financial Management
Abbot Financial Management
Massachusetts
$21.1M -$934K 4 9.59% Reduced
2543
WA
WealthTrust Axiom
Pennsylvania
$21.1M +$51.7K 8 7.13% Increased
2544
MI
Markston International
New York
$21.1M -$6.07M 6 19.72% Reduced
2545
Ashmore Group
Ashmore Group
United Kingdom
$21M +$25.3M 1 2.72% Increased
2546
Lederer & Associates Investment Counsel
Lederer & Associates Investment Counsel
California
$21M -$240K 4 13.58% Reduced
2547
Mezzasalma Advisors
Mezzasalma Advisors
New Jersey
$21M +$643K 5 11.81% Increased
2548
Sculati Wealth Management
Sculati Wealth Management
Michigan
$21M -$236K 6 11.12% Reduced
2549
Brown Capital Management
Brown Capital Management
Maryland
$21M -$1.59M 4 0.17% Reduced
2550
MS
Madden Securities
Texas
$20.9M -$994K 3 11.33% Reduced