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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
3576
BPIM
Brant Point Investment Management
New York
$21.9M -$571K 3 2.66% Reduced
3577
Marino Stram & Associates
Marino Stram & Associates
Massachusetts
$21.9M -$3.32M 6 3.96% Reduced
3578
Net Worth Advisory Group
Net Worth Advisory Group
Utah
$21.9M +$9.8M 10 4.43% Increased
3579
Riposte Capital
Riposte Capital
New York
$21.9M +$20M 1 4.74% New
3580
STF Management
STF Management
Texas
$21.9M -$33.7M 4 20.54% Reduced
3581
Silphium Asset Management
Silphium Asset Management
United Kingdom
$21.9M -$12.5M 4 9.28% Reduced
3582
Eldred Rock Partners
Eldred Rock Partners
Texas
$21.9M -$9.6M 2 5.67% Reduced
3583
Front Row Advisors
Front Row Advisors
California
$21.8M -$274K 12 7.27% Reduced
3584
Fortress Private Ledger
Fortress Private Ledger
North Carolina
$21.8M +$3M 6 7.18% Increased
3585
Ulland Investment Advisors
Ulland Investment Advisors
Minnesota
$21.8M -$5.23M 5 17.46% Reduced
3586
Evolutionary Tree Capital Management
Evolutionary Tree Capital Management
Virginia
$21.8M +$4.43M 3 25.29% Increased
3587
Argent Advisors
Argent Advisors
Louisiana
$21.8M +$1.87M 6 6.08% Increased
3588
Baugh & Associates
Baugh & Associates
Georgia
$21.8M -$701K 3 10.7% Reduced
3589
Left Brain Wealth Management
Left Brain Wealth Management
Illinois
$21.7M -$913K 8 7.52% Reduced
3590
Merrion Investment Management
Merrion Investment Management
New Jersey
$21.7M +$3.66M 4 11.71% Increased
3591
Lebenthal Global Advisors
Lebenthal Global Advisors
New York
$21.7M +$5.45M 6 3.35% Increased
3592
Parsonex Advisory Services
Parsonex Advisory Services
Colorado
$21.7M +$938K 4 13.84% Increased
3593
Hager Investment Management Services
Hager Investment Management Services
New Hampshire
$21.7M -$3.03M 6 11.83% Reduced
3594
Burford Brothers
Burford Brothers
Texas
$21.7M +$159K 5 8.95% Increased
3595
Arvest Investments
Arvest Investments
Arkansas
$21.7M +$503K 5 3.05% Increased
3596
Park Place Capital
Park Place Capital
Alabama
$21.6M -$477K 14 4.5% Reduced
3597
SM
Scoggin Management
New York
$21.6M -$7.19M 3 3.31% Reduced
3598
EWA LLC
EWA LLC
Pennsylvania
$21.6M +$1.33M 7 5.26% Increased
3599
Cerro Pacific Wealth Advisors
Cerro Pacific Wealth Advisors
California
$21.6M -$322K 6 5.81% Reduced
3600
Financial Planning Hawaii
Financial Planning Hawaii
Hawaii
$21.5M +$21.5M 6 12.4% New