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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
2926
Biltmore Family Office
Biltmore Family Office
North Carolina
$15.1M +$148K 6 4.3% Increased
2927
Empirical Capital Management
Empirical Capital Management
Tennessee
$15.1M $0 1 10.02% Maintained
2928
STC
Sarah T. Connolly
$15.1M +$656K 7 12.36% Increased
2929
West Oak Capital
West Oak Capital
California
$15.1M -$427K 11 5.96% Reduced
2930
HC Financial Advisors
HC Financial Advisors
California
$15.1M -$557K 10 8.8% Reduced
2931
Centiva Capital
Centiva Capital
New York
$15.1M -$3.22M 15 0.36% Reduced
2932
Founders Financial Securities
Founders Financial Securities
Maryland
$15.1M +$931K 8 2.99% Increased
2933
DMK
David M. Knott
$15M $0 3 5.35% Maintained
2934
Plancorp LLC
Plancorp LLC
Missouri
$15M -$484K 7 1.18% Reduced
2935
Winthrop Advisory Group
Winthrop Advisory Group
Massachusetts
$15M -$354K 7 3.37% Reduced
2936
Sanders Morris Harris
Sanders Morris Harris
Texas
$14.9M -$6.4M 10 2.9% Reduced
2937
Corbenic Partners
Corbenic Partners
Pennsylvania
$14.9M +$41.1K 9 3.92% Increased
2938
Members Trust
Members Trust
Florida
$14.9M -$111K 6 0.47% Reduced
2939
Private Harbour Investment Management & Counsel
Private Harbour Investment Management & Counsel
Ohio
$14.9M -$1.57M 4 13.11% Reduced
2940
Isthmus Partners
Isthmus Partners
Wisconsin
$14.9M +$188K 7 2.62% Increased
2941
Stamos Capital Partners
Stamos Capital Partners
California
$14.9M -$1.39M 4 7.84% Reduced
2942
QVT Financial
QVT Financial
New York
$14.9M $0 2 0.98% Maintained
2943
Somerset Trust
Somerset Trust
Pennsylvania
$14.9M -$168K 2 6.07% Reduced
2944
HA
Hamel Associates
New Jersey
$14.9M -$9.39M 3 5.66% Reduced
2945
Geo Capital Gestora de Recursos
Geo Capital Gestora de Recursos
Brazil
$14.9M +$5.38M 3 7.02% Increased
2946
Klingman & Associates
Klingman & Associates
New York
$14.8M +$224K 5 1.42% Increased
2947
M. Kulyk & Associates
M. Kulyk & Associates
Georgia
$14.8M +$764K 4 5.36% Increased
2948
XTX Topco
XTX Topco
Cayman Islands
$14.8M +$9.04M 8 4.99% Increased
2949
Excalibur Management
Excalibur Management
Massachusetts
$14.8M +$541K 6 6.71% Increased
2950
Park West Asset Management
Park West Asset Management
California
$14.8M -$8.07M 1 0.42% Reduced