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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
2876
Sonata Capital Group
Sonata Capital Group
Washington
$22.9M +$334K 6 10.41% Increased
2877
Carderock Capital Management
Carderock Capital Management
Maryland
$22.9M -$3.28M 2 6.41% Reduced
2878
ALAM
Asahi Life Asset Management
Japan
$22.9M -$3.59M 5 13.71% Reduced
2879
Abacus FCF Advisors
Abacus FCF Advisors
Florida
$22.9M -$1.84M 6 5.72% Reduced
2880
Chapman Investment Management
Chapman Investment Management
California
$22.9M -$2.54M 2 16.84% Reduced
2881
GPC
Guardian Point Capital
Virginia
$22.8M -$7.22M 1 7.11% Reduced
2882
Goodman Advisory Group
Goodman Advisory Group
Massachusetts
$22.8M +$340K 4 7.24% Increased
2883
BSW Wealth Partners
BSW Wealth Partners
Colorado
$22.8M +$147K 7 3.86% Increased
2884
Delap Wealth Advisory
Delap Wealth Advisory
Oregon
$22.8M -$6.27M 9 9.21% Reduced
2885
Spirit of America Management Corp
Spirit of America Management Corp
New York
$22.8M +$750K 6 4.59% Increased
2886
Boyar Asset Management
Boyar Asset Management
New York
$22.8M +$1.36M 4 14.84% Increased
2887
Arden Trust
Arden Trust
Delaware
$22.7M -$382K 6 3.17% Reduced
2888
Guinness Atkinson Asset Management
Guinness Atkinson Asset Management
California
$22.7M -$72.9K 5 10.65% Reduced
2889
Capital Advisors Wealth Management
Capital Advisors Wealth Management
Washington
$22.7M +$842K 5 4.7% Increased
2890
Kapitalo Investimentos
Kapitalo Investimentos
Brazil
$22.7M +$15.3M 6 4.97% Increased
2891
Barometer Capital Management
Barometer Capital Management
Ontario, Canada
$22.6M -$8.85M 5 5.87% Reduced
2892
NovaPoint Capital
NovaPoint Capital
Georgia
$22.6M +$139K 6 7.94% Increased
2893
OCM
Ogborne Capital Management
California
$22.6M -$21.5M 1 5.69% Reduced
2894
Vanguard Capital Wealth Advisors
Vanguard Capital Wealth Advisors
Colorado
$22.6M +$755K 6 15.92% Increased
2895
Aveo Capital Partners
Aveo Capital Partners
Colorado
$22.6M +$6.64M 7 2.46% Increased
2896
General Partner Inc
General Partner Inc
Pennsylvania
$22.6M +$2.04M 6 14.19% Increased
2897
Evolutionary Tree Capital Management
Evolutionary Tree Capital Management
Virginia
$22.6M -$2.76M 5 22.73% Reduced
2898
Red Spruce Capital
Red Spruce Capital
Pennsylvania
$22.6M -$1.87M 6 10.47% Reduced
2899
Broad Run Investment Management
Broad Run Investment Management
Virginia
$22.6M -$725K 2 2.77% Reduced
2900
CHA
Carmichael Hill & Associates
Maryland
$22.5M -$471K 13 8.92% Reduced