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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
Capital Insight Partners
Capital Insight Partners
Arizona
$28M +$595K 6 4.89% Increased
2627
Penbrook Management
Penbrook Management
New York
$28M -$368K 6 21.17% Reduced
2628
Biltmore Family Office
Biltmore Family Office
North Carolina
$28M +$927K 6 4.77% Increased
2629
Garrison Point Advisors
Garrison Point Advisors
California
$28M -$116K 6 13.57% Reduced
2630
Smith, Moore & Co
Smith, Moore & Co
Missouri
$27.9M -$537K 8 2.59% Reduced
2631
CE
Cornerstone Enterprises
Wisconsin
$27.9M +$207K 4 17.02% Increased
2632
CPRC
Consolidated Portfolio Review Corp
New York
$27.9M +$3.34M 7 4.47% Increased
2633
San Luis Wealth Advisors
San Luis Wealth Advisors
California
$27.9M -$8.34M 6 6.31% Reduced
2634
Versant Capital Management
Versant Capital Management
Arizona
$27.9M +$9.43M 23 4.68% Increased
2635
World Equity Group
World Equity Group
Illinois
$27.9M -$9.33M 7 7.97% Reduced
2636
Mattson Financial Services
Mattson Financial Services
Michigan
$27.9M +$4.15M 5 8.37% Increased
2637
WA
WealthTrust Axiom
Pennsylvania
$27.8M -$785K 6 8.48% Reduced
2638
WA
WP Advisors
California
$27.8M +$2.66M 6 9.27% Increased
2639
MCG
McCollum Christoferson Group
New York
$27.8M -$135K 3 8.49% Reduced
2640
Addison Capital
Addison Capital
Pennsylvania
$27.8M -$565K 5 10.89% Reduced
2641
Bridge Creek Capital Management
Bridge Creek Capital Management
Massachusetts
$27.8M -$260K 6 8.76% Reduced
2642
Mirova
Mirova
France
$27.7M +$68.4K 3 4.98% Increased
2643
Stableford Capital II
Stableford Capital II
Arizona
$27.7M +$2.63M 5 11.72% Increased
2644
Ellevest Inc
Ellevest Inc
New York
$27.7M -$4.43M 10 1.84% Reduced
2645
HP
Hound Partners
New York
$27.6M -$9.23M 2 5.48% Reduced
2646
Regal Partners
Regal Partners
Australia
$27.6M -$10.2M 2 2.83% Reduced
2647
Matthew 25 Management Corp
Matthew 25 Management Corp
Pennsylvania
$27.6M +$1.09M 1 10.17% Increased
2648
Titleist Asset Management
Titleist Asset Management
Texas
$27.6M -$2.21M 8 3.19% Reduced
2649
Tectonic Advisors
Tectonic Advisors
Texas
$27.6M +$142K 6 1.72% Increased
2650
Adalta Capital Management
Adalta Capital Management
New York
$27.5M +$323K 7 14.67% Increased