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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
3101
Thrive Wealth Management
Thrive Wealth Management
Pennsylvania
$12.1M +$3.04M 6 3.1% Increased
3102
SRFM
Shannon River Fund Management
New York
$12.1M +$12.8M 1 2.73% New
3103
Revolve Wealth Partners
Revolve Wealth Partners
New Jersey
$12.1M -$305K 4 3.08% Reduced
3104
Leisure Capital Management
Leisure Capital Management
California
$12.1M -$141K 6 6.93% Reduced
3105
Beta Wealth Group
Beta Wealth Group
California
$12.1M -$577K 4 6.92% Reduced
3106
Old Well Partners
Old Well Partners
North Carolina
$12.1M +$4.56M 4 9.01% Increased
3107
Unionview LLC
Unionview LLC
Washington
$12.1M -$312K 5 11.33% Reduced
3108
Greenline Partners
Greenline Partners
New York
$12.1M -$1.24M 3 2.3% Reduced
3109
Mattern Capital Management
Mattern Capital Management
Colorado
$12.1M +$316K 2 2.13% Increased
3110
Smith Shellnut Wilson
Smith Shellnut Wilson
Mississippi
$12.1M $0 7 7.33% Maintained
3111
Amica Retiree Medical Trust
Amica Retiree Medical Trust
Rhode Island
$12.1M +$117K 4 12.77% Increased
3112
Martin Investment Management
Martin Investment Management
Florida
$12M +$1.17M 4 3.47% Increased
3113
Cable Hill Partners
Cable Hill Partners
Oregon
$12M -$976K 6 1.96% Reduced
3114
Resurgent Financial Advisors
Resurgent Financial Advisors
Georgia
$12M -$1.92M 9 7.99% Reduced
3115
Barings
Barings
North Carolina
$12M -$427K 6 0.41% Reduced
3116
AWH Capital
AWH Capital
Texas
$12M +$426K 2 12.2% Increased
3117
Fidelity D&D Bancorp
Fidelity D&D Bancorp
Pennsylvania
$12M +$7.94M 4 8.98% New
3118
Trinity Legacy Partners
Trinity Legacy Partners
Texas
$11.9M +$3.89M 5 4.49% Increased
3119
DGS Capital Management
DGS Capital Management
New Jersey
$11.9M +$812K 6 6.64% Increased
3120
Highline Wealth Partners
Highline Wealth Partners
California
$11.9M +$261K 7 8.15% Increased
3121
LAM
Lountzis Asset Management
Pennsylvania
$11.9M +$483K 4 7.03% Increased
3122
Arlington Financial Advisors
Arlington Financial Advisors
California
$11.9M +$1.63M 4 4.57% Increased
3123
Next Capital Management
Next Capital Management
New York
$11.9M +$7.55M 4 5.73% Increased
3124
Retirement Planning Company of New England
Retirement Planning Company of New England
Rhode Island
$11.9M -$98.3K 7 7.2% Reduced
3125
L2 Asset Management
L2 Asset Management
Massachusetts
$11.9M -$2.3M 6 6.53% Reduced