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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
4101
RV Capital
RV Capital
Switzerland
$15.7M $0 2 3.66% Maintained
4102
CrossGen Wealth
CrossGen Wealth
North Carolina
$15.7M +$15.7M 7 13.86% New
4103
Framtiden Holdings Management
Framtiden Holdings Management
Illinois
$15.7M +$14.4M 1 17.05% New
4104
Davis Capital Management
Davis Capital Management
Florida
$15.7M -$189K 17 10.8% Reduced
4105
Baron Silver Stevens Financial Advisors
Baron Silver Stevens Financial Advisors
Florida
$15.7M -$3.04M 6 2.27% Reduced
4106
Element Pointe Advisors
Element Pointe Advisors
Florida
$15.7M +$398K 7 3.03% Increased
4107
BM
Bislett Management
California
$15.7M $0 1 11.9% Maintained
4108
Quad-Cities Investment Group
Quad-Cities Investment Group
Iowa
$15.7M +$173K 5 6.47% Increased
4109
University of Wisconsin Foundation
University of Wisconsin Foundation
Wisconsin
$15.7M +$6.51M 1 13.19% Increased
4110
Pilgrim Partners Asia
Pilgrim Partners Asia
Singapore
$15.7M -$897K 6 7.49% Reduced
4111
TPC
Twin Peaks Capital
$15.7M +$14.3M 1 11.06% New
4112
Bond & Devick Financial Network
Bond & Devick Financial Network
Minnesota
$15.7M -$129K 6 4.41% Reduced
4113
Port Capital
Port Capital
Illinois
$15.6M -$24.5K 5 0.67% Reduced
4114
Sonoma Private Wealth
Sonoma Private Wealth
California
$15.6M -$299K 5 18.83% Reduced
4115
Lynx Investment Advisory
Lynx Investment Advisory
District of Columbia
$15.6M +$568K 6 8.51% Increased
4116
Corps Capital Advisors
Corps Capital Advisors
Texas
$15.6M +$3.6M 6 16.13% Increased
4117
CIG
Cascade Investment Group
Colorado
$15.6M -$216K 7 10.39% Reduced
4118
Whitford Management
Whitford Management
New York
$15.6M -$1.08M 5 15.79% Reduced
4119
Triton Wealth Management
Triton Wealth Management
Arizona
$15.6M +$72.7K 6 5.85% Increased
4120
Canandaigua National Trust of Florida
Canandaigua National Trust of Florida
New York
$15.5M +$3.36M 7 9.73% Increased
4121
Laraway Financial Advisors
Laraway Financial Advisors
Minnesota
$15.5M -$191K 5 10.13% Reduced
4122
Integrity Advisory Solutions
Integrity Advisory Solutions
Texas
$15.5M +$1.72M 8 2.24% Increased
4123
InTrack Investment Management
InTrack Investment Management
Vermont
$15.5M +$213K 5 8.69% Increased
4124
Pandora Wealth
Pandora Wealth
Illinois
$15.5M +$34.2K 9 9.44% Increased
4125
Partners Capital Investment Group
Partners Capital Investment Group
Massachusetts
$15.5M -$1.25M 4 0.58% Reduced