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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
Lynch Asset Management
Lynch Asset Management
Pennsylvania
$40.7M -$49.3K 5 13.03% Reduced
2527
Monarch Capital Management
Monarch Capital Management
Indiana
$40.7M -$336K 6 9.98% Reduced
2528
Occudo Quantitative Strategies
Occudo Quantitative Strategies
Florida
$40.6M +$10M 10 4.95% Increased
2529
HRC
Hoertkorn Richard Charles
$40.6M -$1.41M 5 15.69% Reduced
2530
Hidden Lake Asset Management
Hidden Lake Asset Management
New York
$40.6M +$21.9M 5 5.19% Increased
2531
Essex Savings Bank
Essex Savings Bank
Connecticut
$40.5M -$470K 7 9.13% Reduced
2532
MidWestOne Financial Group
MidWestOne Financial Group
Iowa
$40.5M +$379K 7 4.92% Increased
2533
Chapin Davis
Chapin Davis
Maryland
$40.5M +$1.25M 6 9.94% Increased
2534
Lorne Steinberg Wealth Management
Lorne Steinberg Wealth Management
Canada
$40.5M +$12.5K 5 9.76% Increased
2535
Interchange Capital Partners
Interchange Capital Partners
Pennsylvania
$40.5M +$7.6M 9 7.93% Increased
2536
Contravisory Investment Management
Contravisory Investment Management
Massachusetts
$40.4M +$6.89M 8 7.83% Increased
2537
Sax Wealth Advisors
Sax Wealth Advisors
New Jersey
$40.4M +$1.71M 6 2.17% Increased
2538
Bluegrass Capital Partners
Bluegrass Capital Partners
Florida
$40.4M +$6.26M 2 26.41% Increased
2539
Marathon Capital Management
Marathon Capital Management
Maryland
$40.3M -$671K 5 9.23% Reduced
2540
LL
LMDAGG LLC
California
$40.3M $0 1 53.95% Maintained
2541
Ellevest Inc
Ellevest Inc
New York
$40.3M +$2.17M 9 5.76% Increased
2542
Capital Insight Partners
Capital Insight Partners
Arizona
$40.3M -$1.02M 7 6.67% Reduced
2543
Mill Creek Capital Advisors
Mill Creek Capital Advisors
Pennsylvania
$40.2M +$1.16M 6 0.83% Increased
2544
Ethos Financial Group
Ethos Financial Group
Pennsylvania
$40.2M +$427K 6 3.16% Increased
2545
Greystone Financial Group
Greystone Financial Group
Michigan
$40.2M +$2.4M 5 6.23% Increased
2546
Greenline Partners
Greenline Partners
New York
$40.2M -$666K 3 4.88% Reduced
2547
Two Creeks Capital Management
Two Creeks Capital Management
New York
$40.1M -$6.1M 1 2.89% Reduced
2548
Alta Fox Capital Management
Alta Fox Capital Management
Texas
$40.1M $0 2 8.95% Maintained
2549
7G Capital Management
7G Capital Management
New York
$40.1M $0 1 25.71% Maintained
2550
Bulltick Wealth Management
Bulltick Wealth Management
Florida
$40.1M -$12.4M 5 9.48% Reduced