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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
2826
Lattice Capital Management
Lattice Capital Management
Washington
$24.1M -$4.25M 3 24.76% Reduced
2827
Harvey Investment Company
Harvey Investment Company
Kentucky
$24.1M +$23.1K 5 2.67% Increased
2828
Tiemann Investment Advisors
Tiemann Investment Advisors
California
$24.1M -$542K 6 10.92% Reduced
2829
Red Spruce Capital
Red Spruce Capital
Pennsylvania
$24M +$1.44M 6 11.3% Increased
2830
Richards, Merrill & Peterson
Richards, Merrill & Peterson
Washington
$24M +$95.5K 11 12.49% Increased
2831
Concord Asset Management (Virginia)
Concord Asset Management (Virginia)
Virginia
$24M -$2.42M 5 5.28% Reduced
2832
Triodos Investment Management
Triodos Investment Management
Netherlands
$24M -$242K 1 1.97% Reduced
2833
Altman Advisors
Altman Advisors
Illinois
$23.9M +$3.2M 6 11.03% Increased
2834
Connable Office Inc
Connable Office Inc
Michigan
$23.9M -$4.93M 4 2.55% Reduced
2835
Horan Capital Advisors
Horan Capital Advisors
Ohio
$23.9M +$459K 5 8.07% Increased
2836
Councilmark Asset Management
Councilmark Asset Management
Tennessee
$23.9M -$47.1K 5 16.12% Reduced
2837
Clay Northam Wealth Management
Clay Northam Wealth Management
California
$23.9M -$419K 7 16.7% Reduced
2838
Linden Thomas Advisory Services
Linden Thomas Advisory Services
North Carolina
$23.9M +$1.45M 9 3.09% Increased
2839
AlpenGlobal Capital
AlpenGlobal Capital
California
$23.9M +$218K 4 17.22% Increased
2840
SP
Saranac Partners
$23.8M -$1.35M 6 13.56% Reduced
2841
Triavera Capital
Triavera Capital
California
$23.8M $0 3 13.66% Maintained
2842
Sculati Wealth Management
Sculati Wealth Management
Michigan
$23.8M -$707K 6 9.62% Reduced
2843
Wisconsin Capital Management
Wisconsin Capital Management
Wisconsin
$23.8M -$1.79M 4 15.16% Reduced
2844
Triangle Securities Wealth Management
Triangle Securities Wealth Management
North Carolina
$23.8M -$260K 6 6.12% Reduced
2845
3G Capital Partners
3G Capital Partners
New York
$23.8M +$13M 1 6.83% Increased
2846
HCM
Hall Capital Management
Rhode Island
$23.8M +$1.23M 5 11.01% Increased
2847
Oberweis Asset Management
Oberweis Asset Management
Illinois
$23.7M +$6.93M 5 1.18% Increased
2848
AB
Atlas Brown
Kentucky
$23.7M +$5.52K 7 8.32% Increased
2849
PGIM Custom Harvest
PGIM Custom Harvest
New Jersey
$23.7M +$5M 9 0.57% Increased
2850
HA
Hamel Associates
New Jersey
$23.7M -$476K 5 8.04% Reduced