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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
3801
Shelter Rock Management
Shelter Rock Management
New York
$16.3M -$1.63M 4 17.25% Reduced
3802
Cooper Capital Advisors
Cooper Capital Advisors
California
$16.2M -$6.87M 5 11.37% Reduced
3803
Paces Ferry Wealth Advisors
Paces Ferry Wealth Advisors
Georgia
$16.2M +$238K 6 6.74% Increased
3804
Peregrine Investment Management
Peregrine Investment Management
Ontario, Canada
$16.2M -$15.1M 3 12.77% Reduced
3805
Lansdowne Partners (UK)
Lansdowne Partners (UK)
United Kingdom
$16.2M +$6.7M 1 0.87% Increased
3806
Alta Wealth Advisors
Alta Wealth Advisors
Massachusetts
$16.2M +$208K 6 5.26% Increased
3807
Kennon-Green & Company
Kennon-Green & Company
Ohio
$16.2M +$7.67K 4 13.27% Increased
3808
JM2 Capital
JM2 Capital
Oklahoma
$16.2M +$74.6K 4 13.4% Increased
3809
Bank of Jackson Hole Trust
Bank of Jackson Hole Trust
Wyoming
$16.1M -$273K 12 7.81% Reduced
3810
Emerald Advisers
Emerald Advisers
Pennsylvania
$16.1M +$455K 10 0.51% Increased
3811
PCA Investment Advisory Services
PCA Investment Advisory Services
Ohio
$16.1M -$112K 4 5.38% Reduced
3812
COFG Advisors
COFG Advisors
Illinois
$16.1M +$246K 6 3.98% Increased
3813
IP
Investment Partners
Ohio
$16.1M -$237K 6 5.73% Reduced
3814
Symmetry Partners
Symmetry Partners
Connecticut
$16.1M +$1.18M 6 0.92% Increased
3815
Gradient Capital Advisors
Gradient Capital Advisors
California
$16.1M +$118K 6 4.17% Increased
3816
Counterweight Ventures
Counterweight Ventures
North Carolina
$16.1M -$1.03M 5 9.02% Reduced
3817
Montgomery Investment Management
Montgomery Investment Management
Maryland
$16.1M +$548K 6 5.48% Increased
3818
WBG
Wharton Business Group
Pennsylvania
$16.1M -$2.11M 6 0.61% Reduced
3819
Nightview Capital
Nightview Capital
Texas
$16.1M -$19.1M 2 12.29% Reduced
3820
Wiregrass Investment Management
Wiregrass Investment Management
Georgia
$16M +$748K 6 13.3% Increased
3821
Summit Place Financial Advisors
Summit Place Financial Advisors
New Jersey
$16M +$2.2M 5 7.7% Increased
3822
PC
Panoramic Capital
California
$16M -$7.35M 4 11.25% Reduced
3823
AUA Capital Management
AUA Capital Management
Pennsylvania
$16M $0 4 8.17% Maintained
3824
Menard Financial Group
Menard Financial Group
Texas
$16M -$219K 5 11.17% Reduced
3825
First National Bank Sioux Falls
First National Bank Sioux Falls
South Dakota
$16M -$64.2K 6 4.37% Reduced