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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
2951
Almanack Investment Partners
Almanack Investment Partners
Pennsylvania
$12.1M -$2.36M 14 2.37% Reduced
2952
Leelyn Smith
Leelyn Smith
Illinois
$12.1M -$8.98M 12 4.18% Reduced
2953
Robertson Opportunity Capital
Robertson Opportunity Capital
Texas
$12.1M $0 2 7.43% Maintained
2954
Bank of Stockton
Bank of Stockton
California
$12.1M -$161K 6 4.67% Reduced
2955
Clarity Wealth Advisors
Clarity Wealth Advisors
California
$12.1M -$428K 7 7.26% Reduced
2956
Resurgent Financial Advisors
Resurgent Financial Advisors
Georgia
$12.1M +$1.14M 5 8.06% Increased
2957
Key Financial Inc
Key Financial Inc
Pennsylvania
$12M +$80K 17 5.66% Increased
2958
Channing Capital Management
Channing Capital Management
Illinois
$12M -$1.16M 2 0.42% Reduced
2959
New Potomac Partners
New Potomac Partners
Maryland
$12M +$137K 5 10.15% Increased
2960
Krane Funds Advisors
Krane Funds Advisors
New York
$12M -$672K 4 0.62% Reduced
2961
Murchinson
Murchinson
Ontario, Canada
$12M -$1.96M 2 3.48% Reduced
2962
HUB Investment Partners
HUB Investment Partners
Texas
$12M +$1.57M 7 3.62% Increased
2963
MIC Capital Management (UK)
MIC Capital Management (UK)
United Kingdom
$12M $0 1 2.16% Maintained
2964
Cohen Investment Advisors
Cohen Investment Advisors
New Hampshire
$12M -$107K 5 11.02% Reduced
2965
Delphi Financial Group
Delphi Financial Group
Delaware
$12M -$728K 5 7.17% Reduced
2966
Hood River Capital Management
Hood River Capital Management
Florida
$12M +$2.65M 1 0.46% Increased
2967
Alpha Square Group S
Alpha Square Group S
New York
$12M -$4.94M 4 5.41% Reduced
2968
Ulland Investment Advisors
Ulland Investment Advisors
Minnesota
$12M -$55.4K 7 13.08% Reduced
2969
Highlander Partners
Highlander Partners
Texas
$12M -$959K 2 17.81% Reduced
2970
Burke & Herbert Bank & Trust
Burke & Herbert Bank & Trust
Virginia
$11.9M -$155K 7 9.9% Reduced
2971
RCM
Ratan Capital Management
Florida
$11.9M -$12M 2 28.32% Reduced
2972
PHM
Prospect Hill Management
New Jersey
$11.9M +$189K 4 9.25% Increased
2973
Emerald Advisers
Emerald Advisers
Pennsylvania
$11.9M -$383K 5 0.62% Reduced
2974
Pecaut & Co
Pecaut & Co
Iowa
$11.9M +$76.9K 3 6.33% Increased
2975
Banco BTG Pactual
Banco BTG Pactual
Brazil
$11.9M +$8.94M 5 6.62% Increased