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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
Elgethun Capital Management
Elgethun Capital Management
South Dakota
$21M +$1.08M 6 3.47% Increased
3402
Hunter Perkins Capital Management
Hunter Perkins Capital Management
Illinois
$20.9M -$1.29M 3 4.9% Reduced
3403
Steele Capital Management
Steele Capital Management
Iowa
$20.9M -$923K 3 0.87% Reduced
3404
Prevail Innovative Wealth Advisors
Prevail Innovative Wealth Advisors
Kansas
$20.9M +$9.36M 3 3.51% Increased
3405
Boyar Asset Management
Boyar Asset Management
New York
$20.9M +$1.71M 4 11.88% Increased
3406
Tulsa Wealth Advisors
Tulsa Wealth Advisors
Oklahoma
$20.9M -$12.9M 5 3.66% Reduced
3407
Mattern Capital Management
Mattern Capital Management
Colorado
$20.9M +$2.67M 4 2.5% Increased
3408
Shaker Investments
Shaker Investments
Ohio
$20.9M -$3.47M 3 9.49% Reduced
3409
VUB Generali dochodkova spravcovska spolocnost
VUB Generali dochodkova spravcovska spolocnost
$20.8M +$1.5M 6 16.45% Increased
3410
UAML
US Asset Management LLC
Pennsylvania
$20.8M -$106K 6 18.05% Reduced
3411
Mosaic Family Wealth Partners
Mosaic Family Wealth Partners
Missouri
$20.8M +$4.28M 7 2.13% Increased
3412
ALAM
Asahi Life Asset Management
Japan
$20.8M -$1.81M 7 13.45% Reduced
3413
Laurion Capital Management
Laurion Capital Management
New York
$20.8M -$266M 8 0.91% Reduced
3414
QVT Financial
QVT Financial
New York
$20.7M +$19.9M 7 1.52% Increased
3415
Charles Schwab Trust
Charles Schwab Trust
Nevada
$20.7M -$471K 6 1.34% Reduced
3416
TritonPoint Partners
TritonPoint Partners
Maryland
$20.7M +$5.25M 7 7.61% Increased
3417
William Allan Corp
William Allan Corp
Colorado
$20.7M -$495K 3 12.23% Reduced
3418
Unique Wealth Strategies
Unique Wealth Strategies
Illinois
$20.6M -$3.43M 8 8.38% Reduced
3419
SWP Investment Management
SWP Investment Management
Ohio
$20.6M +$2.68M 4 15.42% Increased
3420
Runnymede Capital Advisors
Runnymede Capital Advisors
Ohio
$20.6M -$300K 4 17.72% Reduced
3421
Galaxy Digital
Galaxy Digital
New York
$20.6M +$24.2M 3 1.79% New
3422
Hudson Canyon Capital Management
Hudson Canyon Capital Management
New York
$20.6M -$2.37M 3 12.63% Reduced
3423
CCP
Cunning Capital Partners
North Carolina
$20.6M $0 5 10.48% Maintained
3424
Flow Traders U.S.
Flow Traders U.S.
New York
$20.6M +$17M 7 0.65% Increased
3425
Trivant Custom Portfolio Group
Trivant Custom Portfolio Group
California
$20.6M -$136K 4 11.28% Reduced