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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
Barrier Capital Management
Barrier Capital Management
California
$40.7M +$17.3M 3 29.97% Increased
2652
Red Spruce Capital
Red Spruce Capital
Pennsylvania
$40.7M -$789K 6 16.22% Reduced
2653
Dover Advisors
Dover Advisors
Virginia
$40.7M +$286K 6 15.76% Increased
2654
HCA
Hyperion Capital Advisors
New York
$40.7M -$6.31M 4 19.91% Reduced
2655
Parisi Gray Wealth Management
Parisi Gray Wealth Management
New Jersey
$40.7M -$350K 7 9.23% Reduced
2656
KPP Advisory Services
KPP Advisory Services
Kentucky
$40.6M +$888K 8 5.9% Increased
2657
Triasima Portfolio Management
Triasima Portfolio Management
Quebec, Canada
$40.6M +$426K 6 6.08% Increased
2658
White Pine Capital
White Pine Capital
Minnesota
$40.5M +$64.7K 6 11.15% Increased
2659
BCH
Berkshire Capital Holdings
California
$40.5M +$13.6M 11 13.43% Increased
2660
LAM
Lountzis Asset Management
Pennsylvania
$40.5M -$888K 6 14.38% Reduced
2661
Cascade Financial Partners
Cascade Financial Partners
California
$40.5M +$91K 7 4.1% Increased
2662
Wealth Effects
Wealth Effects
Massachusetts
$40.4M -$1.45M 9 12.65% Reduced
2663
Gibraltar Capital Management
Gibraltar Capital Management
Oklahoma
$40.4M -$488K 4 6.87% Reduced
2664
BCM
Berbice Capital Management
New York
$40.4M +$1.16M 10 24.27% Increased
2665
GCM Grosvenor Holdings
GCM Grosvenor Holdings
Illinois
$40.4M -$1.12M 1 5.73% Reduced
2666
Linden Thomas Advisory Services
Linden Thomas Advisory Services
North Carolina
$40.4M +$793K 9 4.1% Increased
2667
CPRC
Consolidated Portfolio Review Corp
New York
$40.4M -$6.41M 4 3.49% Reduced
2668
Pine Ridge Advisers
Pine Ridge Advisers
New York
$40.4M +$1.96M 4 2.41% Increased
2669
GoodHaven Capital Management
GoodHaven Capital Management
New Jersey
$40.4M -$28.6K 2 13.07% Reduced
2670
FSM Wealth Advisors
FSM Wealth Advisors
Ohio
$40.3M -$4.5M 6 5.52% Reduced
2671
Armis Advisers
Armis Advisers
Georgia
$40.3M -$5.02M 8 4.53% Reduced
2672
Evelyn Partners Investment Management (Europe)
Evelyn Partners Investment Management (Europe)
$40.3M +$5.03M 8 13.07% Increased
2673
Stablepoint Partners
Stablepoint Partners
Massachusetts
$40.3M +$32K 8 6.28% Increased
2674
Kids Capital Management
Kids Capital Management
California
$40.3M $0 2 29.93% Maintained
2675
High Note Wealth
High Note Wealth
Minnesota
$40.2M -$1.12M 15 7.88% Reduced