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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
2801
ACM
Archon Capital Management
Washington
$35.7M -$8.69M 2 14.49% Reduced
2802
APW
Aventura Private Wealth
Florida
$35.7M +$1.37M 17 10.94% Increased
2803
PAMI
Perseverance Asset Management International
Cayman Islands
$35.7M +$426K 2 3.64% Increased
2804
AWM
Activest Wealth Management
Florida
$35.6M -$17.6M 22 6.89% Reduced
2805
PFM
Premier Fund Managers
United Kingdom
$35.6M +$12.7M 5 3.23% Increased
2806
GLAM
Gardner Lewis Asset Management
Pennsylvania
$35.6M -$5.56M 5 7.94% Reduced
2807
JHU
Johns Hopkins University
Maryland
$35.6M +$36.5M 4 2.38% New
2808
CE
Cornerstone Enterprises
Wisconsin
$35.6M -$3.69M 5 16.22% Reduced
2809
AA
Ahara Advisors
New Jersey
$35.6M -$2.91M 5 24.04% Reduced
2810
TL
Tradewinds LLC
North Carolina
$35.5M -$42.2M 7 7.98% Reduced
2811
MHS
M Holdings Securities
Oregon
$35.3M -$49.7M 4 4.83% Reduced
2812
TWM
TRB Wealth Management
Texas
$35.3M -$5.16M 6 4.7% Reduced
2813
EA
Enclave Advisors
Texas
$35.3M -$1.37M 4 4.47% Reduced
2814
CCC
Chelsea Counsel Company
California
$35.3M -$944K 8 14.95% Reduced
2815
HNB
Hilltop National Bank
Wyoming
$35.3M +$207K 14 7.53% Increased
2816
CCG
Cloverfields Capital Group
Minnesota
$35.3M +$5.17M 6 10.67% Increased
2817
GMFG
Greater Midwest Financial Group
Minnesota
$35.3M -$226K 6 17.57% Reduced
2818
LAM
LOM Asset Management
$35.2M -$35.9K 9 9.1% Reduced
2819
SM
Sweeney & Michel
California
$35.1M -$327K 5 9.23% Reduced
2820
BOPW
Brandywine Oak Private Wealth
Pennsylvania
$35.1M -$154K 7 2.67% Reduced
2821
HCM
Hollencrest Capital Management
California
$35.1M -$177M 20 2.29% Reduced
2822
MLTEF
Metatron Long Term Equity Fund
$35.1M +$36.1M 4 15.93% New
2823
ZIG
Zullo Investment Group
Pennsylvania
$35.1M -$763K 7 11.97% Reduced
2824
SP
Solel Partners
Massachusetts
$35M -$377K 1 5.95% Reduced
2825
RIM
Redwood Investment Management
Arizona
$35M -$851K 5 3.47% Reduced