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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
3751
SI
Saxon Interests
Texas
$16.9M +$519K 8 5.81% Increased
3752
Capital Advantage
Capital Advantage
California
$16.8M -$1.09M 6 2.2% Reduced
3753
Novem Group
Novem Group
New York
$16.8M +$1.45M 7 1.93% Increased
3754
O'Connor Alternative Investments
O'Connor Alternative Investments
New York
$16.8M +$18.5M 2 0.88% New
3755
Triumph Capital Management
Triumph Capital Management
Colorado
$16.8M +$3.77M 19 3.42% Increased
3756
Cloud Capital Management
Cloud Capital Management
Washington
$16.8M -$215K 4 7.33% Reduced
3757
Adelphi Trust
Adelphi Trust
Florida
$16.8M +$1.45M 4 13.67% Increased
3758
TAR
Trask Adam Roland
$16.8M +$18.4M 8 15.88% New
3759
Essential Investment Partners
Essential Investment Partners
Colorado
$16.8M +$1.78M 7 15.53% Increased
3760
First Dallas Securities
First Dallas Securities
Texas
$16.8M -$2.37M 7 6.2% Reduced
3761
Diamant Asset Management
Diamant Asset Management
Connecticut
$16.8M +$429K 4 12.21% Increased
3762
South Shore Capital Advisors
South Shore Capital Advisors
Massachusetts
$16.8M -$1.68M 4 12.25% Reduced
3763
McGuire Capital Advisors
McGuire Capital Advisors
Oklahoma
$16.7M +$5.84M 15 10.72% Increased
3764
FACT Capital
FACT Capital
New York
$16.7M -$10.1M 1 11.12% Reduced
3765
KNB
KHAZANAH NASIONAL BERHAD
$16.7M -$617K 6 1.08% Reduced
3766
TCFG Investment Advisors
TCFG Investment Advisors
California
$16.7M +$18.2M 8 6.24% New
3767
TCFG Wealth Management
TCFG Wealth Management
California
$16.7M +$21K 8 6.24% Increased
3768
Signature Wealth Management Partners
Signature Wealth Management Partners
New Jersey
$16.7M +$1.5M 7 8.36% Increased
3769
NIA Impact Advisors
NIA Impact Advisors
California
$16.7M -$4.12M 6 7.41% Reduced
3770
Broad Run Investment Management
Broad Run Investment Management
Virginia
$16.7M -$3.88M 2 2.93% Reduced
3771
Intrepid Capital Management
Intrepid Capital Management
Florida
$16.7M +$215K 5 6.39% Increased
3772
Gables Capital Management
Gables Capital Management
Florida
$16.6M -$137K 9 7.02% Reduced
3773
MATAURO
MATAURO
New York
$16.6M +$972K 7 2.4% Increased
3774
Patron Partners
Patron Partners
Texas
$16.6M -$556K 6 7.35% Reduced
3775
Ritter Daniher Financial Advisory
Ritter Daniher Financial Advisory
Ohio
$16.6M -$72.6K 9 2.82% Reduced