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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
Cadian Capital Management
Cadian Capital Management
New York
$22.5M +$35.3K 2 0.8% Increased
2902
Old Port Advisors
Old Port Advisors
Maine
$22.4M -$369K 7 6.87% Reduced
2903
New Millennium Group
New Millennium Group
Utah
$22.4M +$394K 4 16.94% Increased
2904
First Commonwealth Financial Corp
First Commonwealth Financial Corp
Pennsylvania
$22.4M +$5.66M 6 5.95% Increased
2905
Darden Wealth Group
Darden Wealth Group
Michigan
$22.4M +$915K 6 17.58% Increased
2906
Chaney Capital Management
Chaney Capital Management
Washington
$22.4M -$1.37M 4 18% Reduced
2907
Enterprise Financial Services Corp (EFSC)
Enterprise Financial Services Corp (EFSC)
Missouri
$22.4M -$1.07M 6 13.48% Reduced
2908
Tandem Capital Management
Tandem Capital Management
New Jersey
$22.4M +$584K 5 12.7% Increased
2909
Dover Advisors
Dover Advisors
Virginia
$22.4M +$12.3M 6 15.33% Increased
2910
Palogic Value Management
Palogic Value Management
Texas
$22.4M -$1.28M 7 9.68% Reduced
2911
Independent Solutions Wealth Management
Independent Solutions Wealth Management
New York
$22.4M +$494K 6 5.31% Increased
2912
DGS Capital Management
DGS Capital Management
New Jersey
$22.4M +$3.26M 7 6.35% Increased
2913
Brown Capital Management
Brown Capital Management
Maryland
$22.3M +$91.5K 5 0.4% Increased
2914
Legato Capital Management
Legato Capital Management
California
$22.3M -$1.11M 6 2.69% Reduced
2915
Leith Wheeler Investment Counsel
Leith Wheeler Investment Counsel
British Columbia, Canada
$22.3M +$8.31M 3 2.16% Increased
2916
MGM
Miura Global Management
New York
$22.2M -$35.4M 2 18.97% Reduced
2917
PYA Waltman Capital
PYA Waltman Capital
Tennessee
$22.2M +$115K 3 8.25% Increased
2918
AMI Investment Management
AMI Investment Management
Indiana
$22.2M -$911K 4 8.07% Reduced
2919
Nine Masts Capital
Nine Masts Capital
Hong Kong
$22.2M +$15.6M 1 5.79% Increased
2920
Beck Bode LLC
Beck Bode LLC
Massachusetts
$22.2M +$13M 3 4.53% Increased
2921
Heartland Bank & Trust
Heartland Bank & Trust
Illinois
$22.2M +$2.18M 7 12.87% Increased
2922
SignalPoint Asset Management
SignalPoint Asset Management
Missouri
$22.1M -$802K 7 6.09% Reduced
2923
Neumann Capital Management
Neumann Capital Management
California
$22.1M +$507K 5 7.89% Increased
2924
WFG
Wormser Freres Gestion
France
$22.1M +$22K 4 15.15% Increased
2925
Revolve Wealth Partners
Revolve Wealth Partners
New Jersey
$22.1M +$914K 6 3.77% Increased