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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
2626
Hollow Brook Wealth Management
Hollow Brook Wealth Management
New York
$29.3M +$1.62M 6 8.7% Increased
2627
Augustine Asset Management
Augustine Asset Management
Florida
$29.3M -$24.3K 4 10.24% Reduced
2628
Eos Management LP
Eos Management LP
New York
$29.3M -$1.76M 5 10.26% Reduced
2629
Allred Capital Management
Allred Capital Management
Texas
$29.3M -$357K 6 11.53% Reduced
2630
Portland Global Advisors
Portland Global Advisors
Maine
$29.2M -$247K 6 3.68% Reduced
2631
Transatlantique Private Wealth
Transatlantique Private Wealth
New York
$29.2M +$1.09M 7 11.17% Increased
2632
AXS Investments
AXS Investments
New York
$29.2M +$1.12M 8 7.76% Increased
2633
GoodHaven Capital Management
GoodHaven Capital Management
New Jersey
$29.2M $0 2 9.67% Maintained
2634
Blue Zone Wealth Advisors
Blue Zone Wealth Advisors
California
$29.1M +$597K 5 9.06% Increased
2635
Artemis Wealth Advisors
Artemis Wealth Advisors
New York
$29.1M +$56.7K 3 2.9% Increased
2636
Tranquility Partners
Tranquility Partners
Tennessee
$29.1M -$586K 6 10.54% Reduced
2637
Titleist Asset Management
Titleist Asset Management
Texas
$29M +$3.09M 9 4.18% Increased
2638
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$29M +$174K 6 11.18% Increased
2639
CWAG
Compton Wealth Advisory Group
Virginia
$29M +$2.09M 5 7.32% Increased
2640
Dumont & Blake Investment Advisors
Dumont & Blake Investment Advisors
New Jersey
$29M -$28.7M 7 7.72% Reduced
2641
Kingfisher Capital
Kingfisher Capital
North Carolina
$28.9M -$705K 6 6.62% Reduced
2642
Allied Investment Advisors
Allied Investment Advisors
Montana
$28.9M -$30.9K 5 5.72% Reduced
2643
Aster Capital Management
Aster Capital Management
United Arab Emirates
$28.9M +$28.9M 9 6.25% New
2644
In-Depth Partners
In-Depth Partners
Florida
$28.8M -$4.52M 4 29.95% Reduced
2645
Fairfield Financial Advisors
Fairfield Financial Advisors
Massachusetts
$28.8M -$58.5K 6 9.82% Reduced
2646
WA1
Wimmer Associates 1
California
$28.8M +$19.6K 6 14.12% Increased
2647
Eastover Investment Advisors
Eastover Investment Advisors
North Carolina
$28.8M -$2.99M 3 13.49% Reduced
2648
Scout Investments
Scout Investments
Missouri
$28.8M +$9.5M 2 0.76% Increased
2649
CIA
Citadel Investment Advisory
Ohio
$28.8M -$409K 6 15.12% Reduced
2650
Silverlake Wealth Management
Silverlake Wealth Management
Vermont
$28.7M +$131K 6 10.87% Increased