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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
Eagle Capital Management (Louisiana)
Eagle Capital Management (Louisiana)
Louisiana
$36.9M +$1.53M 4 13.42% Increased
2802
PCMK
Paragon Capital Management (Kansas)
Kansas
$36.8M -$2.97M 6 18.65% Reduced
2803
3Chopt Investment Partners
3Chopt Investment Partners
Virginia
$36.8M -$2.12M 6 8.24% Reduced
2804
Two Seas Capital
Two Seas Capital
New York
$36.7M -$5.74M 2 0.76% Reduced
2805
CH
Canton Hathaway
Rhode Island
$36.7M +$39.2K 7 7.08% Increased
2806
Tranquility Partners
Tranquility Partners
Tennessee
$36.6M -$2.99M 7 13.2% Reduced
2807
Eubel Brady & Suttman Asset Management
Eubel Brady & Suttman Asset Management
Ohio
$36.6M -$6.26M 6 4.11% Reduced
2808
Kera Capital Partners
Kera Capital Partners
California
$36.6M +$4.56M 9 4.51% Increased
2809
Silverlake Wealth Management
Silverlake Wealth Management
Vermont
$36.6M +$218K 6 8.14% Increased
2810
Churchill Financial Advisors
Churchill Financial Advisors
Kentucky
$36.5M +$38.1M 5 11.16% New
2811
Heartland Bank & Trust
Heartland Bank & Trust
Illinois
$36.5M -$850K 6 15.45% Reduced
2812
Peak Planning Group
Peak Planning Group
Colorado
$36.5M +$10.6M 5 10.22% Increased
2813
Untitled Investments
Untitled Investments
New York
$36.5M -$3.04M 2 10.95% Reduced
2814
Peregrine Asset Advisers
Peregrine Asset Advisers
Oregon
$36.3M +$8.06M 7 10.26% Increased
2815
Unison Asset Management
Unison Asset Management
Florida
$36.3M -$5.2M 5 16.26% Reduced
2816
DA
DCF Advisers
Connecticut
$36.3M +$6.6M 4 9.74% Increased
2817
Eurizon SLJ Capital
Eurizon SLJ Capital
$36.2M +$35.8M 7 14.35% New
2818
Townsend Asset Management
Townsend Asset Management
North Carolina
$36.2M -$288K 6 12.76% Reduced
2819
Sustainable Insight Capital Management
Sustainable Insight Capital Management
New York
$36.2M -$9.36M 4 12.08% Reduced
2820
Prosperitas Financial
Prosperitas Financial
California
$36.2M +$795K 5 14.07% Increased
2821
RPg Family Wealth Advisory
RPg Family Wealth Advisory
Massachusetts
$36.2M +$2.5M 6 7.95% Increased
2822
Liberty One Investment Management
Liberty One Investment Management
Illinois
$36.2M -$33.6M 8 4.62% Reduced
2823
Cinctive Capital Management
Cinctive Capital Management
New York
$36.1M -$4.74M 7 1.96% Reduced
2824
Hartford Financial Management
Hartford Financial Management
Connecticut
$36.1M +$579K 9 9.39% Increased
2825
Abacus Wealth Partners
Abacus Wealth Partners
California
$36.1M +$24.2M 12 3.54% Increased