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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
Clarity Wealth Advisors
Clarity Wealth Advisors
California
$23.8M +$24.2K 7 11.08% Increased
2602
Benin Management Corp
Benin Management Corp
Connecticut
$23.8M -$1.1M 6 7.21% Reduced
2603
Blue Owl Capital Holdings
Blue Owl Capital Holdings
New York
$23.8M +$23.5M 2 7.91% New
2604
Bill Few Associates
Bill Few Associates
Pennsylvania
$23.8M +$23.7M 6 12.33% New
2605
Avory & Company
Avory & Company
Florida
$23.8M -$6.21M 2 14.27% Reduced
2606
Sprucegrove Investment Management
Sprucegrove Investment Management
Ontario, Canada
$23.7M -$7.95M 1 0.6% Reduced
2607
FAS Wealth Partners
FAS Wealth Partners
Kansas
$23.7M -$2.08M 8 2.18% Reduced
2608
Northside Capital Management
Northside Capital Management
Oregon
$23.7M -$872K 5 6.27% Reduced
2609
Northstar Advisory Group
Northstar Advisory Group
New Jersey
$23.7M +$20.5M 6 14.04% Increased
2610
Point72 Hong Kong
Point72 Hong Kong
Hong Kong
$23.7M -$3.37M 16 0.82% Reduced
2611
Trust Company of Oklahoma
Trust Company of Oklahoma
Oklahoma
$23.7M -$672K 4 7.99% Reduced
2612
Mount Vernon Associates
Mount Vernon Associates
Maryland
$23.7M -$98.2K 5 20.48% Reduced
2613
Capital Planning
Capital Planning
Washington
$23.6M +$1.74M 4 8.75% Increased
2614
New England Asset Management
New England Asset Management
Connecticut
$23.6M -$1.21M 3 0.36% Reduced
2615
Ravenstone Capital Management
Ravenstone Capital Management
$23.6M -$137K 4 14.75% Reduced
2616
Lincluden Management
Lincluden Management
Ontario, Canada
$23.6M -$356K 3 2.15% Reduced
2617
Lynch Asset Management
Lynch Asset Management
Pennsylvania
$23.5M +$23.6M 7 16.33% New
2618
Abbot Financial Management
Abbot Financial Management
Massachusetts
$23.5M -$486K 4 10.49% Reduced
2619
Gallagher Fiduciary Advisors
Gallagher Fiduciary Advisors
Illinois
$23.5M +$28M 1 2.91% New
2620
CIA
Citadel Investment Advisory
Ohio
$23.5M -$140K 5 13.73% Reduced
2621
Bridge Creek Capital Management
Bridge Creek Capital Management
Massachusetts
$23.4M +$149K 5 7.91% Increased
2622
Parkside Financial Bank & Trust
Parkside Financial Bank & Trust
Missouri
$23.4M +$7.15M 20 5.77% Increased
2623
Roberts Capital Advisors
Roberts Capital Advisors
Colorado
$23.4M +$23.2M 6 21.79% New
2624
Malaga Cove Capital
Malaga Cove Capital
California
$23.4M +$2.66M 13 9.14% Increased
2625
Stevens Capital Management
Stevens Capital Management
Pennsylvania
$23.3M +$10M 5 5.36% Increased