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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
2901
SFO
Standard Family Office
South Dakota
$12.7M +$12.3M 11 3.03% New
2902
Ceeto Capital Group
Ceeto Capital Group
Florida
$12.7M +$13.3K 7 6.4% Increased
2903
Butensky & Cohen Financial Security
Butensky & Cohen Financial Security
Florida
$12.7M +$406K 4 5.75% Increased
2904
Lincluden Management
Lincluden Management
Ontario, Canada
$12.7M -$758K 3 1.32% Reduced
2905
Hikari Power
Hikari Power
Japan
$12.7M $0 1 1.42% Maintained
2906
Two Sigma Securities
Two Sigma Securities
New York
$12.6M -$3.64M 12 0.3% Reduced
2907
AIP
Ahrens Investment Partners
Louisiana
$12.6M -$5.75K 7 6.77% Reduced
2908
Bennett Selby Investments
Bennett Selby Investments
Maine
$12.6M +$12.4M 4 10.72% New
2909
Element Pointe Advisors
Element Pointe Advisors
Florida
$12.6M +$415K 7 4.67% Increased
2910
PGCM
Prescott Group Capital Management
Oklahoma
$12.6M -$774K 5 3.64% Reduced
2911
Winton Group
Winton Group
United Kingdom
$12.6M -$32.8M 10 0.91% Reduced
2912
Merrion Investment Management
Merrion Investment Management
New Jersey
$12.5M +$12.1M 6 10.58% New
2913
FCA
FLC Capital Advisors
California
$12.5M +$666K 5 4.15% Increased
2914
HM Capital Management
HM Capital Management
Missouri
$12.5M -$10.9K 3 6.31% Reduced
2915
Isthmus Partners
Isthmus Partners
Wisconsin
$12.5M +$600K 3 2.53% Increased
2916
Hudson Way Capital Management
Hudson Way Capital Management
Texas
$12.5M $0 1 3.56% Maintained
2917
Cipher Capital
Cipher Capital
New York
$12.5M +$1.61M 5 1.5% Increased
2918
Evolutionary Tree Capital Management
Evolutionary Tree Capital Management
Virginia
$12.5M +$11.4M 4 9.49% New
2919
Wealth Advisors of Tampa Bay
Wealth Advisors of Tampa Bay
Florida
$12.4M -$964K 4 8.68% Reduced
2920
Addison Capital
Addison Capital
Pennsylvania
$12.4M -$62.5K 4 7.53% Reduced
2921
Investment Management Associates
Investment Management Associates
Colorado
$12.4M +$10.5M 3 9.29% New
2922
CGFI
Cypress Growth Fund III
California
$12.4M +$12.7M 4 10.71% New
2923
Vectors Research Management
Vectors Research Management
New York
$12.4M -$274K 10 3.82% Reduced
2924
Providence First Trust
Providence First Trust
Arizona
$12.4M +$4.36M 4 6.27% Increased
2925
Centric Wealth Management
Centric Wealth Management
Illinois
$12.4M +$5.05M 7 3.86% Increased