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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
3601
Niles Investment Management
Niles Investment Management
Florida
$18.5M +$7.56M 2 16.6% Increased
3602
Rational Advisors
Rational Advisors
New York
$18.5M -$1.78M 6 1.89% Reduced
3603
Coastwise Capital Group
Coastwise Capital Group
California
$18.4M +$3.01M 5 10.23% Increased
3604
Polymer Capital Management
Polymer Capital Management
New York
$18.4M +$14M 13 1.87% Increased
3605
First Pacific Financial
First Pacific Financial
Washington
$18.4M -$326K 13 2.37% Reduced
3606
Hager Investment Management Services
Hager Investment Management Services
New Hampshire
$18.4M -$236K 6 10.11% Reduced
3607
Ayalon Insurance Company
Ayalon Insurance Company
Israel
$18.4M $0 4 3.75% Maintained
3608
Brown Financial Advisors
Brown Financial Advisors
Ohio
$18.4M +$97.3K 6 6.95% Increased
3609
Marino Stram & Associates
Marino Stram & Associates
Massachusetts
$18.3M -$210K 5 3.3% Reduced
3610
Kinsale Capital Group
Kinsale Capital Group
Virginia
$18.3M -$4.16M 2 2.94% Reduced
3611
Whalen Wealth Management
Whalen Wealth Management
Nevada
$18.3M +$3.62M 9 9.83% Increased
3612
Robbins Farley
Robbins Farley
New Hampshire
$18.3M +$1.31M 6 8.11% Increased
3613
Two Sigma Securities
Two Sigma Securities
New York
$18.3M -$13.7M 19 2.13% Reduced
3614
James J. Burns & Company
James J. Burns & Company
New York
$18.3M -$2.69M 6 2.48% Reduced
3615
MOKAN Wealth Management
MOKAN Wealth Management
Kansas
$18.3M +$2.73M 4 8.11% Increased
3616
Elevated Capital Advisors
Elevated Capital Advisors
Utah
$18.3M -$368K 9 4.61% Reduced
3617
HBK Investments
HBK Investments
Texas
$18.3M +$12.4M 6 0.19% Increased
3618
Emerald Advisors
Emerald Advisors
Washington
$18.3M +$997K 8 2.26% Increased
3619
Systematic Financial Management
Systematic Financial Management
New Jersey
$18.3M +$1.03M 3 0.42% Increased
3620
Burford Brothers
Burford Brothers
Texas
$18.3M +$105K 5 7.49% Increased
3621
Summit Financial Wealth Advisors
Summit Financial Wealth Advisors
Louisiana
$18.2M +$1.66M 8 2.59% Increased
3622
All Terrain Financial Advisors
All Terrain Financial Advisors
Minnesota
$18.2M -$899K 5 4.28% Reduced
3623
Crux Wealth Advisors
Crux Wealth Advisors
California
$18.2M -$145K 5 6.99% Reduced
3624
Beacon Financial Advisory
Beacon Financial Advisory
Ohio
$18.2M +$1.21M 8 4.11% Increased
3625
YP
YANKCOM Partnership
South Dakota
$18.2M +$661K 8 7.48% Increased