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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
Cornell Pochily Investment Advisors
Cornell Pochily Investment Advisors
New York
$19.8M -$100K 6 8.22% Reduced
2902
Knightsbridge Asset Management
Knightsbridge Asset Management
California
$19.8M -$79.3K 4 5.61% Reduced
2903
MV Capital Management
MV Capital Management
Maryland
$19.8M -$36.7K 15 2.51% Reduced
2904
Long Corridor Asset Management
Long Corridor Asset Management
Hong Kong
$19.8M +$2.35M 2 16.53% Increased
2905
Brown Capital Management
Brown Capital Management
Maryland
$19.8M -$2.55M 4 0.3% Reduced
2906
Sonata Capital Group
Sonata Capital Group
Washington
$19.8M +$126K 5 9.83% Increased
2907
NovaPoint Capital
NovaPoint Capital
Georgia
$19.7M +$2.22M 6 7.33% Increased
2908
SA
Skyline Advisors
Washington
$19.7M +$18.6M 3 9.39% New
2909
AB
Atlas Brown
Kentucky
$19.7M +$3.9K 7 8.15% Increased
2910
American Trust Investment Advisors
American Trust Investment Advisors
New Hampshire
$19.6M +$4.02M 5 10.19% Increased
2911
WT Wealth Management
WT Wealth Management
Arizona
$19.6M +$4.05M 4 7.75% Increased
2912
New Millennium Group
New Millennium Group
Utah
$19.6M -$2.43M 10 17.34% Reduced
2913
PYA Waltman Capital
PYA Waltman Capital
Tennessee
$19.6M -$135K 3 8.15% Reduced
2914
Oakcliff Capital Partners
Oakcliff Capital Partners
New York
$19.6M $0 1 12.32% Maintained
2915
Lederer & Associates Investment Counsel
Lederer & Associates Investment Counsel
California
$19.5M -$612K 4 14.46% Reduced
2916
First County Bank
First County Bank
Connecticut
$19.5M -$227K 6 9.46% Reduced
2917
Thrive Wealth Management
Thrive Wealth Management
Pennsylvania
$19.5M +$2.78M 6 4.34% Increased
2918
Waterfront Wealth
Waterfront Wealth
Kansas
$19.5M -$593K 9 5.75% Reduced
2919
Alta Fox Capital Management
Alta Fox Capital Management
Texas
$19.5M -$96.1K 3 12.46% Reduced
2920
Altman Advisors
Altman Advisors
Illinois
$19.5M -$302K 5 10.22% Reduced
2921
Austin Private Wealth
Austin Private Wealth
Texas
$19.5M +$1.53M 7 2.46% Increased
2922
Platte River Wealth Advisors
Platte River Wealth Advisors
Colorado
$19.5M +$346K 6 6.44% Increased
2923
Journey Strategic Wealth
Journey Strategic Wealth
New Jersey
$19.4M -$2.1M 6 0.92% Reduced
2924
Spirit of America Management Corp
Spirit of America Management Corp
New York
$19.4M +$617K 6 4.27% Increased
2925
Financial Security Advisor
Financial Security Advisor
Virginia
$19.4M +$575K 7 7.64% Increased