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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
Herold Advisors
Herold Advisors
New York
$33.3M +$32.6K 8 7.31% Increased
2702
Arthedge Capital Management
Arthedge Capital Management
New York
$33.3M $0 3 28.8% Maintained
2703
Acropolis Investment Management
Acropolis Investment Management
Missouri
$33.3M +$39.6K 8 1.47% Increased
2704
Hilltop National Bank
Hilltop National Bank
Wyoming
$33.2M +$142K 11 7.9% Increased
2705
Stablepoint Partners
Stablepoint Partners
Massachusetts
$33.2M -$1.45M 7 4.94% Reduced
2706
FNBOMD
First National Bank of Mount Dora
Florida
$33.2M +$506K 5 7.17% Increased
2707
Mendel Money Management
Mendel Money Management
Illinois
$33.1M -$593K 5 13.86% Reduced
2708
Penbrook Management
Penbrook Management
New York
$33.1M -$301K 7 25.04% Reduced
2709
WA1
Wimmer Associates 1
California
$33.1M -$519K 5 16.15% Reduced
2710
Glass Wealth Management
Glass Wealth Management
Texas
$33M +$1.45M 5 12.8% Increased
2711
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$33M +$5.13M 7 17.04% Increased
2712
TOBAM
TOBAM
France
$33M +$2.46M 7 8.59% Increased
2713
Hook Mill Capital Partners
Hook Mill Capital Partners
New York
$33M +$34.9M 1 2.91% New
2714
Moseley Investment Management
Moseley Investment Management
Florida
$33M -$149K 6 10.51% Reduced
2715
KM
KP Management
Minnesota
$33M -$1.38M 5 8.05% Reduced
2716
IFC Advisors
IFC Advisors
California
$32.9M -$579K 4 4.71% Reduced
2717
MBL Wealth
MBL Wealth
North Carolina
$32.9M +$842K 8 2.49% Increased
2718
Waterfront Wealth
Waterfront Wealth
Kansas
$32.9M +$5.46M 10 6.05% Increased
2719
AW
Atlas Wealth
Ohio
$32.9M -$1M 6 9.86% Reduced
2720
VDBMI
Van Den Berg Management I
Texas
$32.9M +$826K 5 7.54% Increased
2721
Needham Investment Management
Needham Investment Management
New York
$32.9M +$1.22M 4 1.68% Increased
2722
Mattern Wealth Management
Mattern Wealth Management
Kansas
$32.9M +$81.6K 5 6.41% Increased
2723
Atwater Malick
Atwater Malick
Pennsylvania
$32.8M -$462K 5 8.86% Reduced
2724
Bouvel Investment Partners
Bouvel Investment Partners
Pennsylvania
$32.8M -$1.46M 5 9.51% Reduced
2725
MJP Associates
MJP Associates
Connecticut
$32.7M -$951K 7 3.97% Reduced