← All themes

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
Long Road Investment Counsel
Long Road Investment Counsel
Michigan
$35.1M -$393K 4 13.09% Reduced
2577
Abacus FCF Advisors
Abacus FCF Advisors
Florida
$35M -$1.7M 3 4.91% Reduced
2578
Chapin Davis
Chapin Davis
Maryland
$35M -$4.13M 6 9.68% Reduced
2579
Stableford Capital II
Stableford Capital II
Arizona
$35M -$1.96M 5 13.19% Reduced
2580
Holowesko Partners
Holowesko Partners
Bahamas
$35M +$1.24M 2 11.65% Increased
2581
AW
Atlas Wealth
Ohio
$35M -$309K 7 12.78% Reduced
2582
Legacy CG
Legacy CG
Texas
$35M -$1.15M 4 10.42% Reduced
2583
Cinctive Capital Management
Cinctive Capital Management
New York
$35M +$705K 5 1.85% Increased
2584
MCG
McCollum Christoferson Group
New York
$34.9M -$15K 3 10.4% Reduced
2585
Nicolet Bankshares
Nicolet Bankshares
Wisconsin
$34.9M +$638K 6 6.03% Increased
2586
FSM Wealth Advisors
FSM Wealth Advisors
Ohio
$34.9M +$8.45M 8 5.68% Increased
2587
Cartenna Capital
Cartenna Capital
Connecticut
$34.8M -$88.1M 1 1.23% Reduced
2588
Game Creek Capital
Game Creek Capital
Massachusetts
$34.8M +$3.66M 6 14.89% Increased
2589
Mill Creek Capital Advisors
Mill Creek Capital Advisors
Pennsylvania
$34.7M -$702K 6 0.77% Reduced
2590
TRUE Private Wealth Advisors
TRUE Private Wealth Advisors
Oregon
$34.7M -$2.71M 7 3.89% Reduced
2591
Sax Wealth Advisors
Sax Wealth Advisors
New Jersey
$34.6M +$5.02M 6 2.09% Increased
2592
Eos Management LP
Eos Management LP
New York
$34.6M -$1.49M 5 15% Reduced
2593
Citizens Business Bank
Citizens Business Bank
California
$34.6M +$730K 6 6.73% Increased
2594
MSA Advisors
MSA Advisors
California
$34.6M -$1.36M 3 8.68% Reduced
2595
Bradley & Co Private Wealth Management
Bradley & Co Private Wealth Management
Florida
$34.5M -$200K 7 21.14% Reduced
2596
SIA
Strategic Investment Advisors
Michigan
$34.5M -$3.98M 6 3.35% Reduced
2597
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$34.5M -$568K 8 17.99% Reduced
2598
CNB Bank
CNB Bank
Pennsylvania
$34.4M -$388K 6 16.3% Reduced
2599
WBH Advisory
WBH Advisory
Maryland
$34.4M -$8.07M 6 2.93% Reduced
2600
Argentarii
Argentarii
Ohio
$34.3M -$760K 6 15.75% Reduced