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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
3201
Needham Investment Management
Needham Investment Management
New York
$13.4M -$6.09M 5 1.93% Reduced
3202
Davidson Trust Company
Davidson Trust Company
Washington
$13.3M -$911K 6 9.92% Reduced
3203
Private Harbour Investment Management & Counsel
Private Harbour Investment Management & Counsel
Ohio
$13.3M -$2.56M 4 11.16% Reduced
3204
Terra Nova Asset Management
Terra Nova Asset Management
New York
$13.3M -$3.21M 5 12.39% Reduced
3205
SPX Gestao de Recursos
SPX Gestao de Recursos
Brazil
$13.3M +$674K 2 0.85% Increased
3206
MM
Meridian Management
Arkansas
$13.3M -$48.2K 5 4.22% Reduced
3207
WNY Asset Management
WNY Asset Management
New York
$13.3M +$480K 6 4.11% Increased
3208
Highline Capital Management
Highline Capital Management
New York
$13.3M $0 1 16.14% Maintained
3209
Coastwise Capital Group
Coastwise Capital Group
California
$13.3M +$12.8M 5 16.5% New
3210
Sterling Investment Management
Sterling Investment Management
Arizona
$13.3M -$2.85M 3 9.33% Reduced
3211
Salem Capital Management
Salem Capital Management
Massachusetts
$13.3M -$467K 1 7.44% Reduced
3212
Unison Asset Management
Unison Asset Management
Florida
$13.3M +$207K 4 11.38% Increased
3213
CSI
Cross Staff Investments
New York
$13.2M +$263K 7 12.27% Increased
3214
Security National Bank of Sioux City Iowa
Security National Bank of Sioux City Iowa
Iowa
$13.2M -$400K 5 9.83% Reduced
3215
Caliber Wealth Management (Utah)
Caliber Wealth Management (Utah)
Utah
$13.2M +$1.14M 5 8.43% Increased
3216
Paces Ferry Wealth Advisors
Paces Ferry Wealth Advisors
Georgia
$13.2M +$135K 8 10.49% Increased
3217
Graybill Wealth Management
Graybill Wealth Management
Illinois
$13.2M +$4.32M 2 6.42% Increased
3218
Journey Strategic Wealth
Journey Strategic Wealth
New Jersey
$13.2M +$335K 5 1.43% Increased
3219
Institutional & Family Asset Management
Institutional & Family Asset Management
Colorado
$13.2M -$206K 15 2.06% Reduced
3220
First Command Bank
First Command Bank
Texas
$13.1M -$224K 12 1.8% Reduced
3221
First Command Financial Services
First Command Financial Services
Texas
$13.1M -$342K 12 1.8% Reduced
3222
Fir Tree Capital Management
Fir Tree Capital Management
New York
$13.1M +$4.93M 2 0.36% Increased
3223
Concord Wealth Partners
Concord Wealth Partners
Virginia
$13.1M +$892K 19 3.4% Increased
3224
Oak Asset Management
Oak Asset Management
California
$13.1M +$135K 7 5.19% Increased
3225
Benchmark Investment Advisors
Benchmark Investment Advisors
Illinois
$13.1M +$592K 5 9.86% Increased