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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
3301
Corsair Capital Management
Corsair Capital Management
New York
$14.6M -$306K 2 4.71% Reduced
3302
Forge First Asset Management
Forge First Asset Management
Canada
$14.6M +$8.56M 3 7.39% Increased
3303
Palmer Knight Company
Palmer Knight Company
Florida
$14.6M -$22.7K 2 8.82% Reduced
3304
Cetera Trust Company
Cetera Trust Company
Minnesota
$14.6M +$13.8M 7 9.1% New
3305
Sage Rhino Capital
Sage Rhino Capital
California
$14.6M -$108K 6 3.75% Reduced
3306
Point72 Europe
Point72 Europe
United Kingdom
$14.6M +$5.69M 9 1.83% Increased
3307
Westwood Wealth Management
Westwood Wealth Management
California
$14.6M -$12.8M 3 11.26% Reduced
3308
Householder Group Estate & Retirement Specialist
Householder Group Estate & Retirement Specialist
Arizona
$14.6M +$1.25M 18 4.8% Increased
3309
ORC
O'Rourke & Company
Massachusetts
$14.6M +$153K 5 9.41% Increased
3310
Resolute Wealth Strategies
Resolute Wealth Strategies
Mississippi
$14.6M -$268K 5 9.87% Reduced
3311
PCR
Potrero Capital Research
California
$14.6M $0 1 7.71% Maintained
3312
Autumn Glory Partners
Autumn Glory Partners
Texas
$14.5M +$332K 6 8.29% Increased
3313
First Business Financial Services
First Business Financial Services
Wisconsin
$14.5M -$428K 5 1.69% Reduced
3314
First Commonwealth Financial Corp
First Commonwealth Financial Corp
Pennsylvania
$14.5M -$920K 5 4.5% Reduced
3315
Smith Shellnut Wilson
Smith Shellnut Wilson
Mississippi
$14.5M -$98.9K 7 8.33% Reduced
3316
WFI
West Family Investments
California
$14.5M -$666K 5 4.92% Reduced
3317
Farmers & Merchants Trust Co of Chambersburg PA
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$14.5M -$1.4M 8 7.4% Reduced
3318
MWM
MGB Wealth Management
Texas
$14.5M +$13.7M 4 7.27% New
3319
LA
LFL Advisers
Illinois
$14.5M $0 1 6.29% Maintained
3320
Old Mission Investment Co
Old Mission Investment Co
Michigan
$14.4M -$740K 6 5.05% Reduced
3321
Kensington Investment Counsel
Kensington Investment Counsel
California
$14.4M +$239K 4 7.56% Increased
3322
Oxford Financial Group
Oxford Financial Group
Indiana
$14.4M -$157K 6 1.06% Reduced
3323
Zeno Equity Partners
Zeno Equity Partners
United Kingdom
$14.4M +$13.3M 1 3.8% New
3324
Smith Anglin Financial
Smith Anglin Financial
Texas
$14.4M +$1.51M 6 1.65% Increased
3325
Trivant Custom Portfolio Group
Trivant Custom Portfolio Group
California
$14.4M +$206K 5 9.61% Increased