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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
3626
Penn Capital Management
Penn Capital Management
Pennsylvania
$16.7M -$4.56M 2 1.45% Reduced
3627
New Republic Capital
New Republic Capital
North Carolina
$16.7M +$902K 7 5.93% Increased
3628
Melqart Asset Management
Melqart Asset Management
United Kingdom
$16.7M -$20.3M 3 2.39% Reduced
3629
FFT Wealth Management
FFT Wealth Management
Pennsylvania
$16.7M -$146K 5 3.28% Reduced
3630
Vigilare Wealth Management
Vigilare Wealth Management
Arizona
$16.7M +$2.72M 6 6.26% Increased
3631
Evolutionary Tree Capital Management
Evolutionary Tree Capital Management
Virginia
$16.7M -$1.8M 2 17.71% Reduced
3632
Waypoint Wealth Counsel
Waypoint Wealth Counsel
Georgia
$16.7M +$1.91M 8 8.26% Increased
3633
First National Bank of Hutchinson
First National Bank of Hutchinson
Kansas
$16.7M -$1.28M 4 10.37% Reduced
3634
Lodestone Wealth Management
Lodestone Wealth Management
Washington
$16.7M +$625K 7 8.11% Increased
3635
Hartford Funds Management
Hartford Funds Management
Pennsylvania
$16.7M +$483K 3 1.43% Increased
3636
Lipe & Dalton
Lipe & Dalton
New York
$16.6M -$253K 6 8.99% Reduced
3637
Trust Investment Advisors
Trust Investment Advisors
Indiana
$16.6M +$157K 4 10.08% Increased
3638
Integrated Quantitative Investments
Integrated Quantitative Investments
Washington
$16.6M +$9.9M 8 4.88% Increased
3639
Kirr Marbach & Co
Kirr Marbach & Co
Indiana
$16.6M +$302K 3 3.28% Increased
3640
Wolf Hill Capital Management
Wolf Hill Capital Management
Connecticut
$16.6M +$10.3M 1 1.26% New
3641
Integral Investment Advisors
Integral Investment Advisors
California
$16.6M +$903K 7 4.73% Increased
3642
Ovata Capital Management
Ovata Capital Management
Hong Kong
$16.6M +$7.42M 2 3.59% Increased
3643
RWC Asset Management
RWC Asset Management
United Kingdom
$16.6M -$4.61M 1 0.87% Reduced
3644
TFC Financial Management
TFC Financial Management
Massachusetts
$16.5M -$116K 14 2.27% Reduced
3645
Nvest Financial
Nvest Financial
New Hampshire
$16.5M +$1.35M 4 8.61% Increased
3646
Spring Capital Management
Spring Capital Management
Texas
$16.5M -$25.8K 4 8.71% Reduced
3647
WG
Wealth Group
North Carolina
$16.5M -$5.54M 6 16.39% Reduced
3648
Polymer Capital Management (HK)
Polymer Capital Management (HK)
Hong Kong
$16.5M -$6.86M 10 2.5% Reduced
3649
Omnia Family Wealth
Omnia Family Wealth
Florida
$16.5M +$1.3M 6 5.98% Increased
3650
Aspen Investment Management
Aspen Investment Management
Michigan
$16.5M -$1.3M 7 6.94% Reduced