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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
2651
SP
Saranac Partners
$24.2M -$2.24M 7 15.96% Reduced
2652
Capital Planning
Capital Planning
Washington
$24.2M -$1.45M 3 8.6% Reduced
2653
Chatham Capital Group
Chatham Capital Group
Georgia
$24.1M +$27K 6 4.89% Increased
2654
Fairfield Financial Advisors
Fairfield Financial Advisors
Massachusetts
$24.1M -$155K 6 9.18% Reduced
2655
Legacy CG
Legacy CG
Texas
$24.1M +$5.85M 4 9.15% Increased
2656
Brevan Howard Capital Management
Brevan Howard Capital Management
Jersey
$24.1M +$15.2M 15 0.29% Increased
2657
Cutter & Co Brokerage
Cutter & Co Brokerage
Missouri
$24.1M +$77.9K 6 6.68% Increased
2658
CPRC
Consolidated Portfolio Review Corp
New York
$24.1M -$1.04M 6 5.5% Reduced
2659
Kessler Investment Group
Kessler Investment Group
Indiana
$24M +$5.74M 6 14.71% Increased
2660
Texas Capital Bank Wealth Management Services
Texas Capital Bank Wealth Management Services
Texas
$24M +$6.42M 7 2.84% Increased
2661
Broadwater Capital
Broadwater Capital
Massachusetts
$24M +$22.8M 8 18.8% New
2662
Roanoke Asset Management
Roanoke Asset Management
New Jersey
$24M +$282K 4 8.89% Increased
2663
FCA
FLC Capital Advisors
California
$24M +$1.11M 5 6.47% Increased
2664
Allred Capital Management
Allred Capital Management
Texas
$23.9M -$383K 6 10.41% Reduced
2665
Carderock Capital Management
Carderock Capital Management
Maryland
$23.9M +$1.17M 2 6.6% Increased
2666
Lincluden Management
Lincluden Management
Ontario, Canada
$23.9M -$1.19M 3 2.9% Reduced
2667
St. Denis J. Villere & Co
St. Denis J. Villere & Co
Louisiana
$23.8M +$13.1M 4 1.96% Increased
2668
Accredited Investors
Accredited Investors
Minnesota
$23.8M -$8.78K 6 1.69% Reduced
2669
BFM
Blacksheep Fund Management
Ireland
$23.8M -$33.5M 1 9.41% Reduced
2670
Aragon Global Management
Aragon Global Management
Florida
$23.8M +$22.5M 1 13.49% New
2671
Wisconsin Capital Management
Wisconsin Capital Management
Wisconsin
$23.7M +$92.7K 4 14.1% Increased
2672
Everhart Financial Group
Everhart Financial Group
Ohio
$23.7M +$2.02M 8 8.41% Increased
2673
OP
ORG Partners
Indiana
$23.7M +$4.56M 17 3.96% Increased
2674
First National Bank & Trust Co of Newtown
First National Bank & Trust Co of Newtown
Pennsylvania
$23.7M -$605K 7 5.09% Reduced
2675
Sculati Wealth Management
Sculati Wealth Management
Michigan
$23.6M +$101K 7 11.02% Increased