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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
3126
Ranch Capital Advisors
Ranch Capital Advisors
Florida
$10.5M +$590K 11 6.95% Increased
3127
AIP
Ahrens Investment Partners
Louisiana
$10.5M -$2.03M 5 5.31% Reduced
3128
Beta Wealth Group
Beta Wealth Group
California
$10.5M +$4.93M 4 7.63% Increased
3129
Alight Capital Management
Alight Capital Management
New York
$10.5M -$11.7M 3 2.73% Reduced
3130
Bridgefront Capital
Bridgefront Capital
Texas
$10.5M +$3.79M 16 3.27% Increased
3131
McGinn Penninger Investment Management
McGinn Penninger Investment Management
Virginia
$10.5M -$468K 1 7.75% Reduced
3132
Lipe & Dalton
Lipe & Dalton
New York
$10.5M -$308K 5 5.81% Reduced
3133
Prospector Partners
Prospector Partners
Connecticut
$10.4M -$747K 2 1.33% Reduced
3134
Summit Financial Group
Summit Financial Group
West Virginia
$10.4M -$806K 6 4.33% Reduced
3135
Lenox Wealth Advisors
Lenox Wealth Advisors
New York
$10.4M -$1.17M 12 1.42% Reduced
3136
Gunderson Capital Management
Gunderson Capital Management
South Carolina
$10.4M -$11.5M 2 7.62% Reduced
3137
Private Capital Group
Private Capital Group
Connecticut
$10.3M -$5.66M 19 2.57% Reduced
3138
Smith Shellnut Wilson
Smith Shellnut Wilson
Mississippi
$10.3M -$2M 6 6.31% Reduced
3139
Affiance Financial
Affiance Financial
Minnesota
$10.3M -$24.2K 5 4.6% Reduced
3140
Red Cedar Capital
Red Cedar Capital
Nebraska
$10.3M -$12.8K 4 6.88% Reduced
3141
Capital Advantage
Capital Advantage
California
$10.3M +$2.86M 8 2.81% Increased
3142
Leisure Capital Management
Leisure Capital Management
California
$10.3M -$576K 6 6.23% Reduced
3143
HBK Investments
HBK Investments
Texas
$10.3M -$52.2M 7 0.05% Reduced
3144
Pinkerton Retirement Specialists
Pinkerton Retirement Specialists
Idaho
$10.3M +$202K 3 2.16% Increased
3145
Weld Capital Management
Weld Capital Management
New York
$10.3M +$5.85M 9 4.34% Increased
3146
Spreng Capital Management
Spreng Capital Management
Ohio
$10.3M +$18.4K 3 7.14% Increased
3147
Cary Street Partners Investment Advisory
Cary Street Partners Investment Advisory
Virginia
$10.3M -$12M 11 4.22% Reduced
3148
Wealth Management Partners
Wealth Management Partners
Arizona
$10.3M -$1.26M 6 7.65% Reduced
3149
Willow Creek Wealth Management
Willow Creek Wealth Management
California
$10.2M -$8.7M 5 3.76% Reduced
3150
Shaker Investments
Shaker Investments
Ohio
$10.2M +$117K 3 4.96% Increased