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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
3051
KCM
Kingdon Capital Management
New York
$22M +$6.07M 2 2.36% Increased
3052
EPG Wealth Management
EPG Wealth Management
Georgia
$21.9M -$19.5M 0 – Closed
3053
Gunderson Capital Management
Gunderson Capital Management
South Carolina
$21.9M +$1.26M 2 9.4% Increased
3054
Long Corridor Asset Management
Long Corridor Asset Management
Hong Kong
$21.9M -$1.56M 3 20.73% Reduced
3055
Trinity Legacy Partners
Trinity Legacy Partners
Texas
$21.9M -$37K 5 6.22% Reduced
3056
Sandler Capital Management
Sandler Capital Management
New York
$21.9M -$21.1M 4 2.34% Reduced
3057
Amarillo National Bank
Amarillo National Bank
Texas
$21.8M -$2.4M 5 4.15% Reduced
3058
Steele Capital Management
Steele Capital Management
Iowa
$21.8M +$139K 5 1.22% Increased
3059
Summit Partners Public Asset Management
Summit Partners Public Asset Management
Massachusetts
$21.8M -$49.7M 2 0.83% Reduced
3060
Solstein Capital
Solstein Capital
California
$21.8M -$453K 5 14.23% Reduced
3061
Oakcliff Capital Partners
Oakcliff Capital Partners
New York
$21.8M $0 1 11.66% Maintained
3062
Western Pacific Wealth Management
Western Pacific Wealth Management
Illinois
$21.8M -$64.7K 8 16.48% Reduced
3063
DMKJ
David M. Knott Jr
$21.8M $0 6 8.69% Maintained
3064
Tectonic Advisors
Tectonic Advisors
Texas
$21.8M +$464K 5 1.57% Increased
3065
Focused Wealth Management
Focused Wealth Management
New York
$21.8M -$218K 12 3.11% Reduced
3066
Stevens Capital Management
Stevens Capital Management
Pennsylvania
$21.7M -$15M 6 7.36% Reduced
3067
Cox Capital Management
Cox Capital Management
Massachusetts
$21.7M +$7.12M 4 13.14% Increased
3068
Ironwood Financial
Ironwood Financial
Arizona
$21.7M -$23.5K 6 4.87% Reduced
3069
Peregrine Asset Advisers
Peregrine Asset Advisers
Oregon
$21.7M -$869K 6 8.54% Reduced
3070
New Potomac Partners
New Potomac Partners
Maryland
$21.6M -$530K 6 11.83% Reduced
3071
Landscape Capital Management
Landscape Capital Management
New Jersey
$21.6M +$7.49M 8 1.83% Increased
3072
Brown Capital Management
Brown Capital Management
Maryland
$21.6M -$3.04M 4 0.44% Reduced
3073
Tower View Wealth Management
Tower View Wealth Management
Wisconsin
$21.6M +$554K 5 12.39% Increased
3074
Garden State Investment Advisory Services
Garden State Investment Advisory Services
New Jersey
$21.5M -$379K 6 7.42% Reduced
3075
Prana Capital Management
Prana Capital Management
Connecticut
$21.5M +$4.31M 1 1.02% Increased