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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
1251
Founders Capital Management (Connecticut)
Founders Capital Management (Connecticut)
Connecticut
$50.1M +$405K 3 19.91% Increased
1252
Vigilant Capital Management
Vigilant Capital Management
Maine
$50M +$534K 8 7.3% Increased
1253
KG Funds Management
KG Funds Management
New York
$50M -$5.44M 1 11.47% Reduced
1254
Wealthstreet Investment Advisors
Wealthstreet Investment Advisors
Texas
$50M +$690K 8 7.38% Increased
1255
Check Capital Management
Check Capital Management
California
$49.9M -$3.41M 3 3.29% Reduced
1256
First American Trust
First American Trust
California
$49.7M +$2.96M 4 12.15% Increased
1257
Professional Advisory Services
Professional Advisory Services
Florida
$49.7M +$10.2M 6 11.53% Increased
1258
ACG Wealth
ACG Wealth
Georgia
$49.6M -$2.44M 8 9.24% Reduced
1259
Howe & Rusling
Howe & Rusling
New York
$49.4M +$9.8M 10 10.65% Increased
1260
Davidson Kempner Capital Management
Davidson Kempner Capital Management
New York
$49.4M -$12.7M 3 1.32% Reduced
1261
Academy Capital Management
Academy Capital Management
Texas
$49.3M +$41.4K 4 13.65% Increased
1262
Durable Capital Partners
Durable Capital Partners
Maryland
$49.2M +$60.4M 1 1% New
1263
Gratus Capital
Gratus Capital
Georgia
$49.1M +$7.36M 6 9.17% Increased
1264
GW Henssler & Associates
GW Henssler & Associates
Georgia
$49.1M -$2.98M 7 4.97% Reduced
1265
Columbia Asset Management
Columbia Asset Management
Michigan
$49M +$2.24M 7 12.1% Increased
1266
Fairview Capital Investment Management
Fairview Capital Investment Management
California
$48.8M +$2.53M 4 2.9% Increased
1267
Selkirk Management
Selkirk Management
New Jersey
$48.6M $0 3 27.43% Maintained
1268
Birinyi Associates
Birinyi Associates
Connecticut
$48.6M -$5M 6 26.48% Reduced
1269
GPC
Guardian Point Capital
Virginia
$48.6M -$27.1M 2 24.17% Reduced
1270
Kora Management
Kora Management
New York
$48.6M $0 1 10.99% Maintained
1271
Penn Davis McFarland
Penn Davis McFarland
Texas
$48.5M -$1.76M 4 16.86% Reduced
1272
Fiduciary Trust International
Fiduciary Trust International
Massachusetts
$48.5M -$609K 6 9.05% Reduced
1273
De Burlo Group
De Burlo Group
Massachusetts
$48.4M +$4.54M 3 13.58% Increased
1274
Advisory Research
Advisory Research
Illinois
$48.4M +$43.1M 4 3.36% Increased
1275
SeaCrest Wealth Management
SeaCrest Wealth Management
New York
$48.3M +$2.21M 8 10.38% Increased