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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
3001
Wealth Advisors of Tampa Bay
Wealth Advisors of Tampa Bay
Florida
$18.4M -$17.4M 3 9.22% Reduced
3002
JAIC
Josh Arnold Investment Consultant
Minnesota
$18.4M -$20.7M 2 17.54% Reduced
3003
Genesis Investment Management
Genesis Investment Management
United Kingdom
$18.3M -$9.1M 2 3.6% Reduced
3004
Essex Investment Management
Essex Investment Management
Massachusetts
$18.3M -$9.6M 7 3.61% Reduced
3005
INVST
INVST
Indiana
$18.3M -$280K 7 2.34% Reduced
3006
Port Capital
Port Capital
Illinois
$18.3M +$262K 5 1.02% Increased
3007
Herbst Group
Herbst Group
Connecticut
$18.3M -$498K 3 11.74% Reduced
3008
Spinecap SAS
Spinecap SAS
France
$18.3M +$17.4M 3 34.53% New
3009
Capstone Triton Financial Group
Capstone Triton Financial Group
Oklahoma
$18.3M -$2.37M 5 13.33% Reduced
3010
Evergreen Private Wealth
Evergreen Private Wealth
Colorado
$18.3M +$17.2M 6 9.85% New
3011
Anabranch Capital Management
Anabranch Capital Management
Connecticut
$18.2M -$6.68M 1 11.59% Reduced
3012
626 Financial
626 Financial
Michigan
$18.2M +$3.43M 6 12.04% Increased
3013
General Partner Inc
General Partner Inc
Pennsylvania
$18.2M -$1.03M 6 15.29% Reduced
3014
Allegheny Financial Group
Allegheny Financial Group
Pennsylvania
$18.2M +$2.32M 7 5.84% Increased
3015
New Potomac Partners
New Potomac Partners
Maryland
$18.2M +$986K 6 10.81% Increased
3016
Octahedron Capital Management
Octahedron Capital Management
California
$18.2M -$2.66M 3 21.39% Reduced
3017
Oak Family Advisors
Oak Family Advisors
Illinois
$18.2M +$2.63M 4 7.64% Increased
3018
American Investment Services
American Investment Services
Massachusetts
$18.1M -$2.1M 4 3.42% Reduced
3019
Concord Asset Management (Virginia)
Concord Asset Management (Virginia)
Virginia
$18.1M +$5.05M 5 5.32% Increased
3020
Smartleaf Asset Management
Smartleaf Asset Management
Massachusetts
$18.1M +$17.4M 15 4.84% New
3021
DTL
Dynamic Technology Lab
Singapore
$18.1M -$7.51M 13 1.91% Reduced
3022
Atom Investors
Atom Investors
Texas
$18.1M -$366K 9 3.19% Reduced
3023
Zega Financial
Zega Financial
Florida
$18.1M +$17.1M 5 5.8% New
3024
Martin & Co
Martin & Co
Tennessee
$18M -$799K 3 4.45% Reduced
3025
Resolute Capital Asset Partners
Resolute Capital Asset Partners
Colorado
$18M +$1.03M 3 11.74% Increased