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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
3551
Alan B. Lancz & Associates
Alan B. Lancz & Associates
Ohio
$22.2M -$2.48M 6 19.47% Reduced
3552
Bay Rivers Group
Bay Rivers Group
Virginia
$22.2M +$350K 5 8.96% Increased
3553
Mason & Associates (California)
Mason & Associates (California)
California
$22.1M +$1.18M 6 4.17% Increased
3554
Elevated Capital Advisors
Elevated Capital Advisors
Utah
$22.1M -$512K 10 5.16% Reduced
3555
Ramirez Asset Management
Ramirez Asset Management
New York
$22.1M -$7.43M 9 2.92% Reduced
3556
Broad Run Investment Management
Broad Run Investment Management
Virginia
$22.1M -$84.5K 2 4.11% Reduced
3557
Kurv Investment Management
Kurv Investment Management
California
$22.1M +$21.2M 4 20.74% New
3558
PWM
Prosperity Wealth Management
California
$22.1M +$460K 9 7.36% Increased
3559
Black Creek Investment Management
Black Creek Investment Management
Ontario, Canada
$22.1M -$5.7M 1 1.1% Reduced
3560
Quantitative Investment Management
Quantitative Investment Management
Virginia
$22.1M +$4.78M 6 2.15% Increased
3561
Zeno Equity Partners
Zeno Equity Partners
United Kingdom
$22.1M -$7.6M 1 9.16% Reduced
3562
Somerset Trust
Somerset Trust
Pennsylvania
$22.1M -$455K 6 6.75% Reduced
3563
Graphene Investments SAS
Graphene Investments SAS
France
$22.1M -$1.25M 4 13.83% Reduced
3564
Consilium Wealth Advisory
Consilium Wealth Advisory
Texas
$22.1M +$40.6K 4 8.14% Increased
3565
Orser Capital Management
Orser Capital Management
Texas
$22M -$1.52M 4 12.45% Reduced
3566
Northbridge Financial Group
Northbridge Financial Group
Florida
$22M +$21.7M 7 9.89% New
3567
Virtus Wealth Solutions
Virtus Wealth Solutions
New Jersey
$22M +$294K 3 4.18% Increased
3568
TS Financial Group (TSFG)
TS Financial Group (TSFG)
Illinois
$22M -$54.4K 15 3.29% Reduced
3569
Woodward Diversified Capital
Woodward Diversified Capital
California
$22M +$630K 10 10.07% Increased
3570
MIP
Ma Investment Partnership
California
$22M +$24.4M 1 19.19% New
3571
MIC Capital Management (UK)
MIC Capital Management (UK)
United Kingdom
$22M $0 1 4.98% Maintained
3572
RFG - Bristol Wealth Advisors
RFG - Bristol Wealth Advisors
Massachusetts
$22M +$90.9K 6 6.12% Increased
3573
Incline Global Management
Incline Global Management
New York
$22M +$22.2M 2 7.5% New
3574
Twin Focus Capital Partners
Twin Focus Capital Partners
Massachusetts
$22M +$10.9M 4 2.53% Increased
3575
Tilia Fiduciary Partners
Tilia Fiduciary Partners
North Carolina
$21.9M -$54.1K 6 12.11% Reduced