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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
2576
Mezzasalma Advisors
Mezzasalma Advisors
New Jersey
$16.6M +$620K 5 13.17% Increased
2577
Great Diamond Partners
Great Diamond Partners
Maine
$16.6M -$196K 6 5.66% Reduced
2578
Stillwater Investment Management (Minnesota)
Stillwater Investment Management (Minnesota)
Minnesota
$16.6M +$717K 5 5.11% Increased
2579
WA1
Wimmer Associates 1
California
$16.5M -$2.16M 5 10.95% Reduced
2580
WA
WealthTrust Axiom
Pennsylvania
$16.5M -$237K 7 6.3% Reduced
2581
BE
Bonness Enterprises
District of Columbia
$16.5M $0 4 8.79% Maintained
2582
Kepos Capital
Kepos Capital
New York
$16.5M +$17.8M 1 2.01% New
2583
Raab & Moskowitz Asset Management
Raab & Moskowitz Asset Management
New Jersey
$16.5M -$539K 4 6.92% Reduced
2584
Tsai Capital
Tsai Capital
New York
$16.5M -$107K 3 18.25% Reduced
2585
Eagle Capital Management (Louisiana)
Eagle Capital Management (Louisiana)
Louisiana
$16.4M -$25.5K 3 10.28% Reduced
2586
OCMI
Oaktop Capital Management II
New Jersey
$16.4M $0 1 3.3% Maintained
2587
Surevest
Surevest
California
$16.4M +$675K 10 4.47% Increased
2588
CIA
Citadel Investment Advisory
Ohio
$16.4M -$20.5K 6 12.53% Reduced
2589
Arrow Capital Management
Arrow Capital Management
New York
$16.4M -$5.06M 2 42.83% Reduced
2590
Nikulski Financial
Nikulski Financial
Iowa
$16.4M +$266K 3 8.48% Increased
2591
Aries Wealth Management
Aries Wealth Management
Maine
$16.4M +$69.6K 7 7.25% Increased
2592
Sloy Dahl & Holst
Sloy Dahl & Holst
Washington
$16.4M -$317K 5 3.46% Reduced
2593
Field & Main Bank
Field & Main Bank
Kentucky
$16.4M -$290K 7 10.99% Reduced
2594
LWMM
Legacy Wealth Management (Mississippi)
Mississippi
$16.3M -$1.15M 4 10.99% Reduced
2595
BCM
Bayesian Capital Management
New York
$16.3M -$1.57M 10 3.3% Reduced
2596
Wedmont Private Capital
Wedmont Private Capital
Pennsylvania
$16.3M -$2.61M 7 3.27% Reduced
2597
FNBOMD
First National Bank of Mount Dora
Florida
$16.3M -$13.9K 4 5.76% Reduced
2598
TOBAM
TOBAM
France
$16.2M +$6.96M 7 1.14% Increased
2599
Perennial Investment Advisors
Perennial Investment Advisors
California
$16.2M -$9.8M 6 7.37% Reduced
2600
AAM
AR Asset Management
California
$16.2M +$249K 4 4.85% Increased