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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
3351
DCM
Dimension Capital Management
Florida
$24.8M +$5.5M 6 2.91% Increased
3352
LGA
Lebenthal Global Advisors
New York
$24.8M +$926K 8 3.34% Increased
3353
BWM
Bernicke Wealth Management
Wisconsin
$24.7M -$272K 5 2.87% Reduced
3354
LPAM
Lodestar Private Asset Management
California
$24.7M -$205K 8 2.14% Reduced
3355
SS
STG Securities
New York
$24.7M +$26.5M 7 1.71% New
3356
NF
Nvest Financial
New Hampshire
$24.7M +$1.09M 6 7.81% Increased
3357
NHAS
Novo Holdings A/S
Denmark
$24.7M $0 1 1.43% Maintained
3358
CAIM
Catherine Avery Investment Management
Florida
$24.7M -$2.65M 7 10.78% Reduced
3359
SAM
Summit Asset Management
Tennessee
$24.7M +$120K 6 3.16% Increased
3360
RWA
Redhawk Wealth Advisors
Minnesota
$24.7M +$2.76M 7 2.43% Increased
3361
AFM
Anson Funds Management
Texas
$24.7M -$4.81M 4 1.46% Reduced
3362
LPCM
Lynwood Price Capital Management
Texas
$24.7M -$11.8M 2 11.91% Reduced
3363
GIS
Graphene Investments SAS
France
$24.6M +$2.33M 3 14.35% Increased
3364
MFS
Madrona Financial Services
Washington
$24.6M -$1.06M 5 4.54% Reduced
3365
FCM
Flagship Capital Management
Pennsylvania
$24.6M +$427K 5 15.5% Increased
3366
WCAMG
Woodard & Company Asset Management Group
North Carolina
$24.5M +$385K 6 3.54% Increased
3367
WPWM
Western Pacific Wealth Management
Illinois
$24.5M -$281K 8 22.18% Reduced
3368
CWM
Centric Wealth Management
Illinois
$24.5M $0 6 3.81% Maintained
3369
SCG
Sonata Capital Group
Washington
$24.5M +$99.4K 6 7.91% Increased
3370
Oaktree Capital Management
Oaktree Capital Management
California
$24.5M -$40.1M 1 0.34% Reduced
3371
IAMH
IvyRock Asset Management (HK)
Hong Kong
$24.5M +$19.2M 3 13.84% Increased
3372
BO
Bank OZK
Arkansas
$24.4M +$1.6M 6 7.26% Increased
3373
MWP
Madison Wealth Partners
Wisconsin
$24.4M +$3.91M 6 3.11% Increased
3374
PAM
Peninsula Asset Management
Florida
$24.4M +$168K 5 11.7% Increased
3375
BCM
Birch Capital Management
Texas
$24.4M -$57.3K 5 11.93% Reduced