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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
3276
ORC
O'Rourke & Company
Massachusetts
$16.9M +$529K 6 9.84% Increased
3277
Black Creek Investment Management
Black Creek Investment Management
Ontario, Canada
$16.9M -$1.14M 1 0.51% Reduced
3278
Genesis Investment Management
Genesis Investment Management
United Kingdom
$16.9M -$213K 1 3.53% Reduced
3279
MYDA Advisors
MYDA Advisors
New York
$16.9M +$8.21M 5 4.83% Increased
3280
Unionview LLC
Unionview LLC
Washington
$16.9M -$293K 5 13.97% Reduced
3281
QCI
Quaker Capital Investments
Pennsylvania
$16.9M $0 1 6.43% Maintained
3282
Kensington Investment Counsel
Kensington Investment Counsel
California
$16.9M +$715K 4 7.71% Increased
3283
Paragon Private Wealth Management
Paragon Private Wealth Management
Kentucky
$16.9M +$297K 6 10.03% Increased
3284
Highview Capital Management
Highview Capital Management
Illinois
$16.8M +$655K 4 7.57% Increased
3285
Ion Asset Management
Ion Asset Management
Israel
$16.8M -$5.12M 3 1.06% Reduced
3286
Summit Financial Group
Summit Financial Group
West Virginia
$16.8M -$392K 6 5.97% Reduced
3287
StoneCrest Wealth Management
StoneCrest Wealth Management
Arizona
$16.8M -$230K 6 14.52% Reduced
3288
Crown Wealth Group
Crown Wealth Group
North Carolina
$16.8M +$1.11M 4 8.65% Increased
3289
Resolute Wealth Strategies
Resolute Wealth Strategies
Mississippi
$16.8M +$201K 5 10.16% Increased
3290
W.H. Cornerstone Investments
W.H. Cornerstone Investments
Massachusetts
$16.8M +$6.41K 5 12.09% Increased
3291
St. Johns Investment Management
St. Johns Investment Management
Florida
$16.8M +$111K 6 8.04% Increased
3292
David J. Yvars Group
David J. Yvars Group
Florida
$16.7M +$2.66M 7 11.29% Increased
3293
ACMH
Andar Capital Management (HK)
Hong Kong
$16.7M +$3.01M 3 24.15% Increased
3294
Smith Shellnut Wilson
Smith Shellnut Wilson
Mississippi
$16.7M -$9.6K 7 8.88% Reduced
3295
Acropolis Investment Management
Acropolis Investment Management
Missouri
$16.7M +$42.8K 6 1.09% Increased
3296
Ellis Investment Partners
Ellis Investment Partners
Pennsylvania
$16.7M +$295K 5 3.63% Increased
3297
Pecaut & Co
Pecaut & Co
Iowa
$16.7M -$571K 3 6.21% Reduced
3298
Orion Capital Management
Orion Capital Management
California
$16.7M +$89.8K 8 8.85% Increased
3299
BigSur Wealth Management
BigSur Wealth Management
Florida
$16.7M +$4.08M 6 5.22% Increased
3300
Lodestar Private Asset Management
Lodestar Private Asset Management
California
$16.7M -$417K 7 2.38% Reduced