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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
2551
CMANY
Capital Management Associates (New York)
New York
$13.8M +$650K 6 19.42% Increased
2552
BC
Breakline Capital
New York
$13.8M +$12.1M 4 13.07% New
2553
Bridge Creek Capital Management
Bridge Creek Capital Management
Massachusetts
$13.8M -$110K 6 6.81% Reduced
2554
Graves Light Lenhart Wealth
Graves Light Lenhart Wealth
Virginia
$13.8M -$19.9K 5 3.23% Reduced
2555
BC
Bruce & Co
Illinois
$13.8M $0 1 2.99% Maintained
2556
Patten Group
Patten Group
Tennessee
$13.8M +$23.5K 6 5.92% Increased
2557
Procyon Advisors
Procyon Advisors
Connecticut
$13.8M +$505K 15 7.31% Increased
2558
Cerity Partners OCIO
Cerity Partners OCIO
New York
$13.7M +$520K 8 0.66% Increased
2559
Bell Bank
Bell Bank
North Dakota
$13.7M +$1.34M 7 2.55% Increased
2560
Good Life Advisors
Good Life Advisors
Pennsylvania
$13.7M +$423K 7 4.12% Increased
2561
Clear Creek Financial Management
Clear Creek Financial Management
Washington
$13.7M +$5.26M 8 3.55% Increased
2562
Hillman Capital Management
Hillman Capital Management
Maryland
$13.7M -$123K 2 9.98% Reduced
2563
Amarillo National Bank
Amarillo National Bank
Texas
$13.7M +$133K 6 5.56% Increased
2564
AIA International
AIA International
Hong Kong
$13.7M +$187K 1 46.5% Increased
2565
Fort Point Capital Partners
Fort Point Capital Partners
California
$13.7M +$3.89M 6 4.27% Increased
2566
TFG Advisers
TFG Advisers
Michigan
$13.6M +$412K 4 8.85% Increased
2567
HIS
Horizon Investment Services
Indiana
$13.6M +$57.8K 5 9.49% Increased
2568
Prentiss Smith & Co
Prentiss Smith & Co
Vermont
$13.6M +$291K 6 8.41% Increased
2569
Keystone Financial Planning
Keystone Financial Planning
Ohio
$13.6M +$3.27M 2 6.71% Increased
2570
3G Capital Partners
3G Capital Partners
New York
$13.6M +$2.56M 3 28.91% Increased
2571
MIC Capital Partners (Public) (US) IM
MIC Capital Partners (Public) (US) IM
United Arab Emirates
$13.6M +$1.44M 2 5.74% Increased
2572
RBA Wealth Management
RBA Wealth Management
California
$13.6M -$2.5M 5 9.88% Reduced
2573
Essex Savings Bank
Essex Savings Bank
Connecticut
$13.6M +$306K 7 8.06% Increased
2574
Baldwin Investment Management
Baldwin Investment Management
Pennsylvania
$13.6M +$289K 5 4.26% Increased
2575
Graypoint LLC
Graypoint LLC
New York
$13.6M +$561K 5 3.09% Increased