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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
2601
Montgomery Investment Management
Montgomery Investment Management
Maryland
$13.2M -$1.6M 5 7.19% Reduced
2602
Freedom Day Solutions
Freedom Day Solutions
Texas
$13.2M -$33.7K 4 8.75% Reduced
2603
Arkadios Wealth Advisors
Arkadios Wealth Advisors
Georgia
$13.2M -$1.39M 16 7.33% Reduced
2604
Palouse Capital Management
Palouse Capital Management
Washington
$13.2M +$3.66M 4 6.96% Increased
2605
Cincinnati Specialty Underwriters Insurance
Cincinnati Specialty Underwriters Insurance
Ohio
$13.2M $0 2 7.24% Maintained
2606
Front Row Advisors
Front Row Advisors
California
$13.2M -$21.9K 12 8.16% Reduced
2607
NFC Investments
NFC Investments
Tennessee
$13.2M -$1.64M 2 5.08% Reduced
2608
Lindbrook Capital
Lindbrook Capital
California
$13.2M +$3.55M 18 3.9% Increased
2609
AMJ Financial Wealth Management
AMJ Financial Wealth Management
Virginia
$13.1M +$6.15M 3 8.94% Increased
2610
Two Sigma Securities
Two Sigma Securities
New York
$13.1M -$21.4M 7 0.29% Reduced
2611
Brinker Capital Investments
Brinker Capital Investments
Pennsylvania
$13.1M +$1.19M 5 0.55% Increased
2612
Kingfisher Capital
Kingfisher Capital
North Carolina
$13.1M +$403K 6 5.82% Increased
2613
Parisi Gray Wealth Management
Parisi Gray Wealth Management
New Jersey
$13.1M +$118K 6 7.51% Increased
2614
Gemsstock Ltd
Gemsstock Ltd
United Kingdom
$13.1M -$29.5M 2 14.23% Reduced
2615
Bienville Capital Management
Bienville Capital Management
New York
$13.1M -$268K 6 1.21% Reduced
2616
AIM
Axiom Investment Management
New York
$13.1M -$787K 5 17.27% Reduced
2617
McGuire Investment Group
McGuire Investment Group
Rhode Island
$13M -$341K 3 4.53% Reduced
2618
Eads & Heald Wealth Management
Eads & Heald Wealth Management
Georgia
$13M -$928K 6 7.92% Reduced
2619
Gibraltar Capital Management
Gibraltar Capital Management
Oklahoma
$13M -$100K 4 9.56% Reduced
2620
GAMC
Garner Asset Management Corp
Texas
$13M +$203K 7 9.71% Increased
2621
Prospector Partners
Prospector Partners
Connecticut
$13M -$6.86M 2 2.26% Reduced
2622
Biltmore Family Office
Biltmore Family Office
North Carolina
$13M +$4.54K 6 7.82% Increased
2623
Boyar Asset Management
Boyar Asset Management
New York
$13M +$198K 3 12.01% Increased
2624
Tandem Capital Management
Tandem Capital Management
New Jersey
$13M -$1.18M 5 12.71% Reduced
2625
Diker Management
Diker Management
New York
$13M +$8.36M 3 9.41% Increased