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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
4476
TF
TLWM Financial
Texas
$12.2M -$163K 6 1.98% Reduced
4477
RCIM
Red Cedar Investment Management
Michigan
$12.2M +$1.42M 2 1.15% Increased
4478
AGC
ARP Global Capital
$12.2M +$12.3M 2 5.24% New
4479
ETCM
Evolutionary Tree Capital Management
Virginia
$12.1M -$1.16M 4 22.89% Reduced
4480
BIA
Bell Investment Advisors
California
$12.1M +$191K 27 1.78% Increased
4481
LC
Longitude (Cayman)
Cayman Islands
$12.1M -$425K 3 3.85% Reduced
4482
PPA
Pacific Point Advisors
California
$12.1M -$1.34M 5 5.51% Reduced
4483
NFC
Northstar Financial Companies
Pennsylvania
$12.1M +$11.7K 6 8.13% Increased
4484
TC
Tannin Capital
North Carolina
$12.1M +$249K 7 7.92% Increased
4485
WFAG
Wescott Financial Advisory Group
Pennsylvania
$12M +$98K 6 0.93% Increased
4486
RFG
RFP Financial Group
Georgia
$12M +$69.3K 5 5.4% Increased
4487
QIM
Quantitative Investment Management
Virginia
$12M -$86.1M 5 1.31% Reduced
4488
EGM
Encore Global Management
Texas
$12M +$1.33M 4 11.82% Increased
4489
AWM
Abound Wealth Management
Tennessee
$12M +$402K 17 2.39% Increased
4490
GA
GraniteShares Advisors
New York
$12M -$858K 8 7.73% Reduced
4491
ADMI
Albert D. Mason Inc
Massachusetts
$12M +$1.26M 6 6.82% Increased
4492
NFA
Northern Financial Advisors
Michigan
$12M +$162K 6 7.93% Increased
4493
WC
Weil Company
California
$12M -$1.47M 5 2.11% Reduced
4494
HC
Hara Capital
Washington
$12M +$1.97M 8 6.32% Increased
4495
DT
DBA Trading
Florida
$12M -$2.88M 4 6.02% Reduced
4496
HPM
Hudson Portfolio Management
New York
$12M -$363K 7 9.05% Reduced
4497
DA
Detalus Advisors
Missouri
$12M -$52.8K 5 2.33% Reduced
4498
PCM
Pamplona Capital Management
New York
$11.9M -$207M 1 3.31% Reduced
4499
PA
Planning Alternatives
Michigan
$11.9M +$1.93M 5 1.28% Increased
4500
IECM
Intrinsic Edge Capital Management
Illinois
$11.9M +$1.26M 1 1.23% Increased