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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
2751
Okabena Investment Services
Okabena Investment Services
Minnesota
$19.3M +$5.06M 8 8.17% Increased
2752
Intrua Financial
Intrua Financial
Texas
$19.3M -$213K 7 3.46% Reduced
2753
TOBAM
TOBAM
France
$19.3M -$100K 10 0.97% Reduced
2754
Martin & Co
Martin & Co
Tennessee
$19.3M -$1.47M 4 4.92% Reduced
2755
Ayrshire Capital Management
Ayrshire Capital Management
Connecticut
$19.3M -$303K 3 11.37% Reduced
2756
Lafayette Investments
Lafayette Investments
Maryland
$19.3M +$465K 5 4.79% Increased
2757
Soapstone Management
Soapstone Management
Maryland
$19.2M +$4.1M 2 8.79% Increased
2758
Impala Asset Management
Impala Asset Management
Florida
$19.2M -$4.62M 1 1.66% Reduced
2759
Cumberland Advisors
Cumberland Advisors
Florida
$19.2M +$250K 5 4.45% Increased
2760
Kingfisher Capital
Kingfisher Capital
North Carolina
$19.2M +$48.6K 4 4.95% Increased
2761
Cobalt Capital Management
Cobalt Capital Management
New Jersey
$19.2M +$14.9M 2 5.79% Increased
2762
Roanoke Asset Management
Roanoke Asset Management
New Jersey
$19.2M -$1.39M 4 7.13% Reduced
2763
Childress Capital Advisors
Childress Capital Advisors
Texas
$19.1M +$2.58M 6 6.7% Increased
2764
AMI Investment Management
AMI Investment Management
Indiana
$19.1M -$540K 4 8.4% Reduced
2765
FAG
Fortitude Advisory Group
Washington
$19.1M +$909K 21 10.19% Increased
2766
Hollow Brook Wealth Management
Hollow Brook Wealth Management
New York
$19.1M -$293K 4 8.52% Reduced
2767
Parkside Financial Bank & Trust
Parkside Financial Bank & Trust
Missouri
$19.1M -$2.92M 21 5.1% Reduced
2768
T
TCWP
Ohio
$19.1M -$815K 27 3.47% Reduced
2769
Norman Fields Gottscho Capital Management
Norman Fields Gottscho Capital Management
New York
$19.1M $0 4 7.16% Maintained
2770
CMT Capital Markets Trading
CMT Capital Markets Trading
Germany
$19.1M +$181K 4 0.11% Increased
2771
Alight Capital Management
Alight Capital Management
New York
$19.1M -$4.72M 4 8.4% Reduced
2772
Ionic Capital Management
Ionic Capital Management
New York
$19.1M +$7.5M 6 2.17% Increased
2773
Chesapeake Wealth Management
Chesapeake Wealth Management
Virginia
$19M -$244K 6 6.91% Reduced
2774
Taylor Frigon Capital Management
Taylor Frigon Capital Management
Arizona
$19M +$4.95M 4 7.06% Increased
2775
DRH Investments
DRH Investments
California
$19M +$18.6M 1 13.13% New