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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
4251
Systematic Financial Management
Systematic Financial Management
New Jersey
$12.1M +$423K 3 0.3% Increased
4252
Davidson Capital Management
Davidson Capital Management
Texas
$12.1M -$137K 4 2.71% Reduced
4253
Mizuho Markets Cayman
Mizuho Markets Cayman
Cayman Islands
$12.1M -$159M 6 1.03% Reduced
4254
JVL Associates
JVL Associates
Michigan
$12.1M -$170K 6 4.01% Reduced
4255
RoundAngle Advisors
RoundAngle Advisors
New Jersey
$12.1M -$145K 5 9.36% Reduced
4256
DCM
Dilation Capital Management
New York
$12.1M +$3.16M 2 5.99% Increased
4257
SeaTown Holdings
SeaTown Holdings
Singapore
$12.1M +$5.93M 1 6.96% Increased
4258
Sellaronda Global Management
Sellaronda Global Management
New York
$12.1M +$12.4M 1 10.67% New
4259
River Road Asset Management
River Road Asset Management
Kentucky
$12.1M -$16.2M 1 0.14% Reduced
4260
49 Wealth Management
49 Wealth Management
Texas
$12.1M +$165K 5 1.14% Increased
4261
M3 Advisory Group
M3 Advisory Group
Massachusetts
$12.1M +$364K 6 7.52% Increased
4262
PH
Pinnacle Holdings
Oklahoma
$12M -$191K 5 4.2% Reduced
4263
Abel Hall LLC
Abel Hall LLC
Louisiana
$12M -$138K 6 4.86% Reduced
4264
Trustco Bank (New York)
Trustco Bank (New York)
New York
$12M +$314K 6 10.82% Increased
4265
Lesa Sroufe & Co
Lesa Sroufe & Co
Washington
$12M +$15.2K 4 9.71% Increased
4266
Black Diamond Financial
Black Diamond Financial
Maryland
$12M +$1.86M 6 1.35% Increased
4267
Investors Research Corp
Investors Research Corp
Georgia
$12M +$15.4K 11 2.22% Increased
4268
Summit Wealth & Retirement Planning
Summit Wealth & Retirement Planning
California
$12M -$227K 5 2.95% Reduced
4269
First International Bank of Israel
First International Bank of Israel
$12M -$1.17M 3 6.81% Reduced
4270
Bleichroeder LP
Bleichroeder LP
New York
$12M $0 1 2.34% Maintained
4271
UP Strategic Wealth Investment Advisors
UP Strategic Wealth Investment Advisors
Pennsylvania
$12M -$556K 6 8.98% Reduced
4272
LWM Advisory Services
LWM Advisory Services
Florida
$12M -$15K 5 6.98% Reduced
4273
First Bancorp
First Bancorp
Maine
$12M -$430K 5 6.36% Reduced
4274
Cherokee Insurance
Cherokee Insurance
Michigan
$11.9M $0 3 5.12% Maintained
4275
Swisher Financial Concepts
Swisher Financial Concepts
Ohio
$11.9M +$147K 5 7.16% Increased