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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
Riggs Asset Management
Riggs Asset Management
Pennsylvania
$25.8M +$532K 12 8.21% Increased
2552
True North Advisors
True North Advisors
Texas
$25.8M -$1.08M 5 6.63% Reduced
2553
Lynch Asset Management
Lynch Asset Management
Pennsylvania
$25.8M -$183K 5 14.8% Reduced
2554
Beech Hill Advisors
Beech Hill Advisors
New York
$25.8M -$890K 6 12.46% Reduced
2555
Bremer Bank National Association
Bremer Bank National Association
Minnesota
$25.7M -$554K 7 4.8% Reduced
2556
Scopia Capital Management
Scopia Capital Management
New York
$25.7M +$23.6M 1 3.18% New
2557
Augustine Asset Management
Augustine Asset Management
Florida
$25.7M +$466K 4 11.39% Increased
2558
BWCP LP
BWCP LP
Texas
$25.7M +$2.83M 1 8.49% Increased
2559
VDBMI
Van Den Berg Management I
Texas
$25.7M -$1.68M 4 8.54% Reduced
2560
Stelac Advisory Services
Stelac Advisory Services
New York
$25.7M -$178K 6 13.84% Reduced
2561
Selective Wealth Management
Selective Wealth Management
Virginia
$25.7M -$706K 8 12.95% Reduced
2562
Prosperity Consulting Group
Prosperity Consulting Group
Maryland
$25.7M +$4.03M 6 8.61% Increased
2563
Lorne Steinberg Wealth Management
Lorne Steinberg Wealth Management
Canada
$25.7M +$259K 4 8.63% Increased
2564
Needham Investment Management
Needham Investment Management
New York
$25.6M +$5.25M 6 3.24% Increased
2565
Blue Investment Partners
Blue Investment Partners
California
$25.6M +$1.4M 4 16.72% Increased
2566
Pragma Gestao de Patrimonio
Pragma Gestao de Patrimonio
Brazil
$25.6M -$4.37M 2 14.47% Reduced
2567
Harbor Advisory Corp
Harbor Advisory Corp
New Hampshire
$25.6M -$703K 5 9.17% Reduced
2568
7G Capital Management
7G Capital Management
New York
$25.6M +$1.99M 2 13.14% Increased
2569
Governors Lane
Governors Lane
New York
$25.6M -$8.84M 2 2.57% Reduced
2570
Avidian Wealth Enterprises
Avidian Wealth Enterprises
Texas
$25.5M -$491K 7 1.57% Reduced
2571
SOL Capital Management
SOL Capital Management
Maryland
$25.5M -$1.2M 8 3.47% Reduced
2572
Redwood Investment Management
Redwood Investment Management
Arizona
$25.5M -$3.22M 5 2.33% Reduced
2573
HP
Hound Partners
New York
$25.4M -$19.3M 1 7.93% Reduced
2574
Ellevest Inc
Ellevest Inc
New York
$25.4M -$10.1K 9 1.73% Reduced
2575
F/M Investments
F/M Investments
District of Columbia
$25.4M +$67.7K 6 14.43% Increased