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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
3151
IC
Immersion Capital
United Kingdom
$22.6M -$12.7M 1 18.92% Reduced
3152
SP
SIH Partners
Delaware
$22.6M +$21.7M 5 1.14% Increased
3153
EDBI Pte Ltd
EDBI Pte Ltd
Singapore
$22.6M $0 2 23.95% Maintained
3154
Kennedy Investment Group
Kennedy Investment Group
New Jersey
$22.6M -$244K 5 10.22% Reduced
3155
Wealth Alliance Advisory Group
Wealth Alliance Advisory Group
Kansas
$22.6M +$682K 6 4.77% Increased
3156
Liberty Wealth Management
Liberty Wealth Management
California
$22.6M +$1.21M 6 3.76% Increased
3157
1SP
140 Summer Partners
New York
$22.6M +$19.9M 1 2.7% New
3158
Lederer & Associates Investment Counsel
Lederer & Associates Investment Counsel
California
$22.6M -$444K 4 15.75% Reduced
3159
GGV Capital
GGV Capital
California
$22.5M $0 1 19.69% Maintained
3160
Sterneck Capital Management
Sterneck Capital Management
Missouri
$22.5M -$798K 7 12.17% Reduced
3161
Legacy Edge Advisors
Legacy Edge Advisors
New York
$22.5M -$40.6K 6 3.58% Reduced
3162
PHM
Prospect Hill Management
New Jersey
$22.5M -$20.5K 4 9.9% Reduced
3163
Oakcliff Capital Partners
Oakcliff Capital Partners
New York
$22.5M -$127K 1 11.51% Reduced
3164
Sone Capital Management
Sone Capital Management
New York
$22.5M +$21.1M 3 2.85% New
3165
Raub Brock Capital Management
Raub Brock Capital Management
California
$22.5M -$542K 3 4.78% Reduced
3166
Ayrshire Capital Management
Ayrshire Capital Management
Connecticut
$22.5M +$3.25M 3 10.96% Increased
3167
Palumbo Wealth Management
Palumbo Wealth Management
New York
$22.5M +$2.06M 8 8.39% Increased
3168
Synergy Financial Group
Synergy Financial Group
California
$22.5M -$1.88M 6 18.73% Reduced
3169
Onyx Bridge Wealth Group
Onyx Bridge Wealth Group
New York
$22.4M +$516K 7 3.23% Increased
3170
Western Pacific Wealth Management
Western Pacific Wealth Management
Illinois
$22.4M +$50K 6 18.08% Increased
3171
Semmax Financial Advisors
Semmax Financial Advisors
North Carolina
$22.4M -$96.4K 9 5.98% Reduced
3172
Landscape Capital Management
Landscape Capital Management
New Jersey
$22.4M +$3.19M 9 2.38% Increased
3173
Shaker Investments
Shaker Investments
Ohio
$22.4M -$135K 3 9.36% Reduced
3174
Certified Advisory Corp
Certified Advisory Corp
Florida
$22.4M +$112K 6 2.43% Increased
3175
SL
Siren LLC
Connecticut
$22.4M +$3.01M 4 0.99% Increased