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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
3251
Martin Investment Management
Martin Investment Management
Florida
$9.14M -$71.1K 4 2.87% Reduced
3252
Permit Capital
Permit Capital
Pennsylvania
$9.14M -$539K 1 3.16% Reduced
3253
IP
Investment Partners
Ohio
$9.14M -$9.49M 6 4.83% Reduced
3254
State of Wyoming
State of Wyoming
Wyoming
$9.14M +$324K 14 3.04% Increased
3255
Somerset Group
Somerset Group
Minnesota
$9.14M -$38.5K 3 8.05% Reduced
3256
Private Ocean
Private Ocean
California
$9.14M +$108K 11 1.13% Increased
3257
MI
MMCAP International
Cayman Islands
$9.13M $0 2 0.93% Maintained
3258
Commons Capital
Commons Capital
Massachusetts
$9.12M -$362 4 15.02% Reduced
3259
Spreng Capital Management
Spreng Capital Management
Ohio
$9.11M -$276K 4 7.87% Reduced
3260
SCM
Stormborn Capital Management
Connecticut
$9.11M -$2.47M 1 3.46% Reduced
3261
Red Cedar Capital
Red Cedar Capital
Nebraska
$9.11M $0 5 5.78% Maintained
3262
Garrison Point Advisors
Garrison Point Advisors
California
$9.11M -$48.2K 5 7.45% Reduced
3263
Cerro Pacific Wealth Advisors
Cerro Pacific Wealth Advisors
California
$9.1M -$113K 6 4.83% Reduced
3264
Windle Wealth
Windle Wealth
Oklahoma
$9.1M +$9.44M 3 7.11% New
3265
Chickasaw Capital Management
Chickasaw Capital Management
Tennessee
$9.1M -$480K 4 0.48% Reduced
3266
PRC
Pearl River Capital
Michigan
$9.09M -$8.59M 9 1.54% Reduced
3267
PPP
Private Portfolio Partners
New Jersey
$9.09M -$186K 6 2.39% Reduced
3268
Charles Schwab Trust
Charles Schwab Trust
Nevada
$9.07M -$451K 6 1.19% Reduced
3269
AFS Financial Group
AFS Financial Group
Maryland
$9.06M +$9.34M 6 6.45% New
3270
Freedom Day Solutions
Freedom Day Solutions
Texas
$9.04M -$1.35M 4 4.51% Reduced
3271
PGIM Custom Harvest
PGIM Custom Harvest
New Jersey
$9.04M +$9.5M 4 0.41% New
3272
Patron Partners
Patron Partners
Texas
$9.03M -$28K 5 6.77% Reduced
3273
First Business Financial Services
First Business Financial Services
Wisconsin
$9.03M -$113K 5 1.21% Reduced
3274
Gouws Capital LLC
Gouws Capital LLC
North Carolina
$9.02M +$309K 4 8.49% Increased
3275
RFMS
RWQ Financial Management Services
Florida
$9.02M +$2.54M 3 17.88% Increased