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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
3401
Square Peg Capital
Square Peg Capital
Australia
$18.9M +$17.2M 2 17.29% New
3402
RiverPark Advisors
RiverPark Advisors
New York
$18.8M -$667K 4 15.07% Reduced
3403
Tempus Wealth Planning
Tempus Wealth Planning
California
$18.8M +$879K 6 5.75% Increased
3404
Brooks Moore & Associates
Brooks Moore & Associates
Tennessee
$18.8M -$358K 6 11.13% Reduced
3405
Aristides Capital
Aristides Capital
Kentucky
$18.8M -$466K 2 3.85% Reduced
3406
Evergreen Wealth Management
Evergreen Wealth Management
Michigan
$18.8M +$707K 4 11.11% Increased
3407
Pacific Wealth Strategies Group
Pacific Wealth Strategies Group
California
$18.8M +$1.67M 5 13.04% Increased
3408
Stevens Capital Management
Stevens Capital Management
Pennsylvania
$18.7M -$53.7M 7 7.51% Reduced
3409
AMG
Asset Management Group
Connecticut
$18.7M +$117K 5 3.33% Increased
3410
Kopernik Global Investors
Kopernik Global Investors
Florida
$18.7M +$3.35M 1 2% Increased
3411
Philip James Wealth Mangement
Philip James Wealth Mangement
Georgia
$18.7M -$1.46M 7 2.42% Reduced
3412
First Business Financial Services
First Business Financial Services
Wisconsin
$18.7M +$466K 6 1.85% Increased
3413
EFL
ERn Financial LLC
Wisconsin
$18.7M +$401K 7 2.8% Increased
3414
Centric Wealth Management
Centric Wealth Management
Illinois
$18.7M -$3.15M 6 5.05% Reduced
3415
JNBA Financial Advisors
JNBA Financial Advisors
Minnesota
$18.7M +$84.7K 11 1.91% Increased
3416
Oak Harbor Wealth Partners
Oak Harbor Wealth Partners
North Carolina
$18.7M -$780K 7 5.41% Reduced
3417
Metavasi Capital
Metavasi Capital
New York
$18.6M +$6.09M 2 6.6% Increased
3418
Consilium Wealth Advisory
Consilium Wealth Advisory
Texas
$18.6M +$632K 5 8.89% Increased
3419
Corsair Capital Management
Corsair Capital Management
New York
$18.6M +$1.06M 3 4.01% Increased
3420
Cape Ann Savings Bank
Cape Ann Savings Bank
Massachusetts
$18.6M -$580K 5 10.96% Reduced
3421
Maxwell Wealth Strategies
Maxwell Wealth Strategies
California
$18.6M -$236K 4 7.6% Reduced
3422
LCM Capital Management
LCM Capital Management
Illinois
$18.6M +$191K 5 10.5% Increased
3423
Ellsworth Advisors
Ellsworth Advisors
Ohio
$18.6M +$5.96M 6 4.87% Increased
3424
Herbst Group
Herbst Group
Connecticut
$18.6M -$1.99M 3 11.58% Reduced
3425
Insight Inv LLC
Insight Inv LLC
California
$18.6M +$1.28M 6 12.93% Increased