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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
2851
IRAG
Investment Research & Advisory Group
Georgia
$34.3M -$199K 6 10.59% Reduced
2852
SCM
Summerhill Capital Management
Ontario, Canada
$34.3M +$1.34M 3 27.37% Increased
2853
FVCM
F&V Capital Management
Florida
$34.3M +$8.64M 5 6.32% Increased
2854
SCP
Steamboat Capital Partners
New York
$34.2M -$5.19M 4 7.32% Reduced
2855
SC
Solstein Capital
California
$34.2M -$727K 7 11.71% Reduced
2856
RAM
Redmond Asset Management
Virginia
$34.2M -$1.62M 6 8.54% Reduced
2857
TCOO
Trust Company of Oklahoma
Oklahoma
$34.2M -$211K 4 8.79% Reduced
2858
FCT
Family Capital Trust
Massachusetts
$34.1M +$5.28M 4 11.11% Increased
2859
RP
RIHO Partners
Arizona
$34.1M -$586K 3 19.21% Reduced
2860
VV
Verbena Value
Connecticut
$34.1M +$35.9M 1 5.64% New
2861
PCMH
Polymer Capital Management (HK)
Hong Kong
$34.1M -$10.6M 8 1.73% Reduced
2862
MCG
McCollum Christoferson Group
New York
$34.1M +$5.12M 4 10% Increased
2863
GAG
Goodman Advisory Group
Massachusetts
$34.1M +$1.91M 4 7.83% Increased
2864
RS
Rakuten Securities
Japan
$34.1M +$5.22M 19 7.92% Increased
2865
CAM
Councilmark Asset Management
Tennessee
$34M -$15.4K 5 18.01% Reduced
2866
SAM
Secure Asset Management
Michigan
$34M +$2.88M 7 4.76% Increased
2867
RFWA
RPg Family Wealth Advisory
Massachusetts
$34M +$4.46M 5 5.67% Increased
2868
FFA
Florida Financial Advisors
Florida
$34M +$1.03M 9 5.74% Increased
2869
BFG
Beacon Financial Group
Texas
$33.9M +$1.4M 9 3.08% Increased
2870
MW
Maia Wealth
Colorado
$33.9M +$1.33M 7 4.99% Increased
2871
FCFC
First Commonwealth Financial Corp
Pennsylvania
$33.9M +$1.58M 6 4.74% Increased
2872
WEG
World Equity Group
Illinois
$33.9M +$873K 7 7.58% Increased
2873
HP
Holowesko Partners
Bahamas
$33.8M +$8.97M 3 8.57% Increased
2874
PWM
Pines Wealth Management
North Carolina
$33.8M -$5.03K 8 9.73% Reduced
2875
DBIA
Dumont & Blake Investment Advisors
New Jersey
$33.8M -$1.13M 7 7.6% Reduced