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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
Fairvoy Private Wealth
Fairvoy Private Wealth
Alabama
$30.9M +$1.04M 7 7.67% Increased
2752
Tiptree Advisors
Tiptree Advisors
New York
$30.9M -$3.39M 3 24.16% Reduced
2753
HCM
Hall Capital Management
Rhode Island
$30.8M +$154K 5 13.03% Increased
2754
Councilmark Asset Management
Councilmark Asset Management
Tennessee
$30.7M -$114K 5 19.44% Reduced
2755
MJP Associates
MJP Associates
Connecticut
$30.7M +$1.73M 8 4.55% Increased
2756
3Chopt Investment Partners
3Chopt Investment Partners
Virginia
$30.7M -$338K 6 7.37% Reduced
2757
Panview Capital
Panview Capital
Hong Kong
$30.6M -$8.26M 1 9.75% Reduced
2758
Beech Hill Advisors
Beech Hill Advisors
New York
$30.6M -$10.8M 5 13.79% Reduced
2759
Bedel Financial Consulting
Bedel Financial Consulting
Indiana
$30.6M -$3.56K 6 4.18% Reduced
2760
TFG Advisers
TFG Advisers
Michigan
$30.6M -$81.9K 4 10.49% Reduced
2761
PYA Waltman Capital
PYA Waltman Capital
Tennessee
$30.6M +$1.86M 4 8.82% Increased
2762
Sentinel Trust
Sentinel Trust
Texas
$30.6M -$507K 6 3.32% Reduced
2763
Sivia Capital Partners
Sivia Capital Partners
California
$30.6M +$1.66M 13 10.4% Increased
2764
Lumbard & Kellner
Lumbard & Kellner
New Hampshire
$30.6M -$6.36M 6 13.32% Reduced
2765
SP
Saranac Partners
$30.5M +$49.8K 6 16.23% Increased
2766
VWM
VCI Wealth Management
Missouri
$30.5M +$1.97M 4 10.69% Increased
2767
VCM
Vivaldi Capital Management
Illinois
$30.5M +$3.99M 8 4.58% Increased
2768
OneAscent Financial Services
OneAscent Financial Services
Alabama
$30.5M -$16.5M 6 2.18% Reduced
2769
Breakwater Capital Group
Breakwater Capital Group
New Jersey
$30.5M +$53.9K 7 4.97% Increased
2770
Canopy Partners
Canopy Partners
Ohio
$30.4M -$1.31M 7 11.17% Reduced
2771
Wayfinding Financial
Wayfinding Financial
Washington
$30.4M -$506K 6 13.61% Reduced
2772
KM
KP Management
Minnesota
$30.4M -$3.71M 4 11.2% Reduced
2773
Ravenstone Capital Management
Ravenstone Capital Management
$30.4M +$1.18M 4 15.97% Increased
2774
Wisconsin Capital Management
Wisconsin Capital Management
Wisconsin
$30.4M +$976K 5 16.79% Increased
2775
Argyle Capital Management
Argyle Capital Management
Pennsylvania
$30.4M -$280K 6 11.02% Reduced