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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
2701
Morton Capital Management
Morton Capital Management
California
$27.5M +$1.41M 8 5.41% Increased
2702
Fairhaven Wealth Management
Fairhaven Wealth Management
Illinois
$27.5M +$159K 5 8.41% Increased
2703
Moseley Investment Management
Moseley Investment Management
Florida
$27.5M -$258K 6 10.96% Reduced
2704
Founders Financial Alliance
Founders Financial Alliance
North Carolina
$27.4M +$712K 10 7.63% Increased
2705
Zeno Equity Partners
Zeno Equity Partners
United Kingdom
$27.4M +$2.45M 1 7.64% Increased
2706
Clear Creek Financial Management
Clear Creek Financial Management
Washington
$27.4M +$771K 9 3.1% Increased
2707
Hillman Company
Hillman Company
Pennsylvania
$27.4M +$3.38M 2 11.93% Increased
2708
Fidelity National Financial
Fidelity National Financial
Florida
$27.4M +$27.7M 1 0.51% New
2709
NME
Notis-McConarty Edward
$27.3M -$5.85M 5 12.35% Reduced
2710
Kesler Norman & Wride
Kesler Norman & Wride
Utah
$27.2M +$1.68M 8 5.35% Increased
2711
Empirical Capital Management
Empirical Capital Management
Tennessee
$27.2M -$9.8M 2 19.03% Reduced
2712
Riggs Asset Management
Riggs Asset Management
Pennsylvania
$27.2M -$2.44M 16 7.45% Reduced
2713
Sculati Wealth Management
Sculati Wealth Management
Michigan
$27.2M -$984K 7 10.86% Reduced
2714
Optimas Capital
Optimas Capital
Hong Kong
$27.2M +$16.6M 3 25.81% Increased
2715
Callan Family Office
Callan Family Office
Pennsylvania
$27.2M +$9.26M 6 4.57% Increased
2716
Spirit of America Management Corp
Spirit of America Management Corp
New York
$27.2M +$270K 7 5.43% Increased
2717
Sovereign Financial Group
Sovereign Financial Group
Connecticut
$27.2M -$66.5K 6 6.36% Reduced
2718
Aragon Global Management
Aragon Global Management
Florida
$27.2M -$3.24M 1 11.4% Reduced
2719
Mount Vernon Associates
Mount Vernon Associates
Maryland
$27.2M +$1.79M 4 21.55% Increased
2720
Insight Advisors
Insight Advisors
Pennsylvania
$27.2M -$193K 8 4.68% Reduced
2721
IMS Capital Management
IMS Capital Management
Oregon
$27.1M +$247K 6 12.2% Increased
2722
High Note Wealth
High Note Wealth
Minnesota
$27.1M +$127K 5 7.76% Increased
2723
Bluegrass Capital Partners
Bluegrass Capital Partners
Florida
$27.1M +$10.8M 3 24.78% Increased
2724
Costello Asset Management
Costello Asset Management
Pennsylvania
$27.1M +$1.73M 5 18.14% Increased
2725
Wolverine Asset Management
Wolverine Asset Management
Illinois
$27.1M +$16M 7 0.29% Increased