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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
3376
Light Street Capital Management
Light Street Capital Management
California
$16.3M -$17.1M 1 4.56% Reduced
3377
Allegiance Financial Group Advisory Services
Allegiance Financial Group Advisory Services
Virginia
$16.3M +$207K 6 4.97% Increased
3378
Ellsworth Advisors
Ellsworth Advisors
Ohio
$16.3M +$230K 5 4.28% Increased
3379
Menard Financial Group
Menard Financial Group
Texas
$16.3M +$1.99M 8 10.71% Increased
3380
RFMS
RWQ Financial Management Services
Florida
$16.3M -$36.9M 3 10.79% Reduced
3381
Partners Capital Investment Group
Partners Capital Investment Group
Massachusetts
$16.3M +$12.7M 3 0.28% Increased
3382
WSA
Warm Springs Advisors
California
$16.2M -$2.15M 4 16.33% Reduced
3383
Tempus Wealth Planning
Tempus Wealth Planning
California
$16.2M -$80.4K 5 4.85% Reduced
3384
Oak Harbor Wealth Partners
Oak Harbor Wealth Partners
North Carolina
$16.2M +$4.05K 7 4.64% Increased
3385
KHCM
Kirtland Hills Capital Management
Ohio
$16.2M +$5.7M 8 9.89% Increased
3386
Watchman Group
Watchman Group
Texas
$16.2M -$750K 4 4.55% Reduced
3387
Farmers & Merchants Trust Co of Chambersburg PA
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$16.2M +$2.42M 8 5.73% Increased
3388
Griffith & Werner
Griffith & Werner
Georgia
$16.2M +$1.25M 4 10.06% Increased
3389
Compass Capital Corp
Compass Capital Corp
Massachusetts
$16.2M -$2.29M 5 8.47% Reduced
3390
Quantitative Investment Management
Quantitative Investment Management
Virginia
$16.2M -$95M 6 1.49% Reduced
3391
Keystone Wealth Services
Keystone Wealth Services
California
$16.1M -$190K 6 4.37% Reduced
3392
Benchmark Investment Advisors
Benchmark Investment Advisors
Illinois
$16.1M +$1.5M 5 10.46% Increased
3393
Accretive Wealth Partners
Accretive Wealth Partners
New Jersey
$16.1M +$2.28M 5 5.7% Increased
3394
ORC
O'Rourke & Company
Massachusetts
$16.1M -$204K 6 8% Reduced
3395
Intrinsic Value Partners
Intrinsic Value Partners
Arizona
$16.1M -$231K 5 15.91% Reduced
3396
Philosophy Capital Management
Philosophy Capital Management
California
$16.1M -$3.01M 1 1.14% Reduced
3397
Brown Financial Advisors
Brown Financial Advisors
Ohio
$16.1M +$2.3M 4 6.64% Increased
3398
Graphene Investments SAS
Graphene Investments SAS
France
$16.1M +$2.19M 4 11.76% Increased
3399
Empyrean Capital Partners
Empyrean Capital Partners
California
$16.1M -$30.6M 1 0.57% Reduced
3400
JNBA Financial Advisors
JNBA Financial Advisors
Minnesota
$16.1M -$189K 11 1.67% Reduced