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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
3026
AFA
Arlington Financial Advisors
California
$30.8M -$612K 5 3.91% Reduced
3027
SC
Searle & Co
Connecticut
$30.7M +$785K 6 6.9% Increased
3028
BCP
Bluegrass Capital Partners
Florida
$30.7M -$12M 2 19.94% Reduced
3029
PWS
Peloton Wealth Strategists
Indiana
$30.7M +$225K 5 11.34% Increased
3030
TVWM
Tower View Wealth Management
Wisconsin
$30.6M -$71.5K 7 13.48% Reduced
3031
CLA
Carnegie Lake Advisors
New Jersey
$30.6M -$1.1M 9 11.42% Reduced
3032
HCA
Hyperion Capital Advisors
New York
$30.6M -$12.5M 4 13.81% Reduced
3033
HCP
Holt Capital Partners
Texas
$30.6M +$2.22M 5 3.6% Increased
3034
HA
Hamel Associates
New Jersey
$30.6M -$960K 5 8.43% Reduced
3035
VFG
Victory Financial Group
Texas
$30.6M +$1.96M 13 3.21% Increased
3036
TAFW
Tred Avon Family Wealth
Maryland
$30.6M -$485K 6 9.35% Reduced
3037
WRM
Weybosset Research & Management
Rhode Island
$30.5M -$178K 2 8.01% Reduced
3038
OIM
Orca Investment Management
Oregon
$30.5M -$1.41M 5 22.14% Reduced
3039
GGH
GCM Grosvenor Holdings
Illinois
$30.5M $0 1 1.32% Maintained
3040
CCM
Carderock Capital Management
Maryland
$30.4M -$261K 2 6.67% Reduced
3041
FGA
Fortis Group Advisors
New Jersey
$30.4M -$2.49M 14 4.85% Reduced
3042
AFM
Abbot Financial Management
Massachusetts
$30.4M -$144K 5 10.37% Reduced
3043
III
Independent Investors Inc
New York
$30.3M -$2M 7 5.79% Reduced
3044
RWP
Revolve Wealth Partners
New Jersey
$30.3M +$3.75M 8 3.14% Increased
3045
DAS
Daybright Advisory Services
Florida
$30.3M -$1.24M 5 7.23% Reduced
3046
LCM
Lionhunter Capital Management
New York
$30.3M +$31.1M 5 13.65% New
3047
6F
626 Financial
Michigan
$30.3M -$67.7K 6 11.79% Reduced
3048
PFMU
Privium Fund Management (UK)
United Kingdom
$30.3M +$10.6M 3 12.59% Increased
3049
DI
DUMAC Inc
North Carolina
$30.2M +$31.6M 3 2.75% New
3050
AIC
Ayalon Insurance Company
Israel
$30.2M +$8.64M 5 3.7% Increased