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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
1301
Ulysses Management
Ulysses Management
New York
$46.9M +$6.78M 2 9.41% Increased
1302
Edge Wealth Management
Edge Wealth Management
New York
$46.9M -$6.39M 10 10.18% Reduced
1303
Arrow Financial
Arrow Financial
New York
$46.9M -$725K 6 11.11% Reduced
1304
Thrive Capital Management (New York)
Thrive Capital Management (New York)
New York
$46.8M -$22.4M 1 58.15% Reduced
1305
Fiduciary Group
Fiduciary Group
Georgia
$46.8M +$584K 7 9.19% Increased
1306
MA
Mutual Advisors
Nebraska
$46.7M +$3.56M 10 6.34% Increased
1307
Wilbanks Smith & Thomas Asset Management
Wilbanks Smith & Thomas Asset Management
Virginia
$46.5M +$1.55M 7 3.45% Increased
1308
Carrhae Capital
Carrhae Capital
United Kingdom
$46.5M -$42.5M 1 37.6% Reduced
1309
Perseverance Asset Management International
Perseverance Asset Management International
Cayman Islands
$46.4M -$27M 3 21% Reduced
1310
NatWest Group
NatWest Group
United Kingdom
$46.4M -$515K 4 12.81% Reduced
1311
ExodusPoint Capital Management
ExodusPoint Capital Management
New York
$46.4M -$40.5M 15 2.54% Reduced
1312
RBF Capital
RBF Capital
California
$46.4M -$5.01M 6 6.07% Reduced
1313
Abner Herrman & Brock
Abner Herrman & Brock
New Jersey
$46.3M -$2.41M 6 10.48% Reduced
1314
Royce & Associates
Royce & Associates
New York
$46.2M +$9.23M 5 0.63% Increased
1315
Hoey Investments
Hoey Investments
Pennsylvania
$46.1M +$16.1M 6 32.35% Increased
1316
SCI
S&CO Inc
Massachusetts
$46M +$2.63M 7 6.15% Increased
1317
WA
Wealth Advisors
California
$46M -$411K 5 30.45% Reduced
1318
BLB&B Advisors
BLB&B Advisors
Pennsylvania
$45.7M +$5.06M 7 5.97% Increased
1319
Greenlea Lane Capital Management
Greenlea Lane Capital Management
Connecticut
$45.7M +$21.4M 2 29.98% Increased
1320
L & S Advisors
L & S Advisors
California
$45.6M -$5.77M 7 8.61% Reduced
1321
Caprock Group
Caprock Group
Idaho
$45.6M +$4.26M 9 8.63% Increased
1322
Horiko Capital Management
Horiko Capital Management
New York
$45.6M +$624K 4 39.65% Increased
1323
Caldwell Trust
Caldwell Trust
Florida
$45.6M -$562K 12 8.63% Reduced
1324
Ensemble Capital Management
Ensemble Capital Management
California
$45.5M -$2.88M 2 7% Reduced
1325
Canandaigua National Bank & Trust
Canandaigua National Bank & Trust
New York
$45.5M -$547K 7 9.62% Reduced