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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
1401
Clear Harbor Asset Management
Clear Harbor Asset Management
Connecticut
$127M -$2.19M 9 8.8% Reduced
1402
Parus Finance (UK)
Parus Finance (UK)
United Kingdom
$127M -$775K 5 33.25% Reduced
1403
General Pension Society PZU Joint Stock
General Pension Society PZU Joint Stock
Poland
$127M -$9.7M 5 30.61% Reduced
1404
Berkshire Asset Management
Berkshire Asset Management
Pennsylvania
$126M +$739K 7 5.37% Increased
1405
Proem Advisors
Proem Advisors
Texas
$126M -$11.8M 6 13.42% Reduced
1406
Transcend Capital Advisors
Transcend Capital Advisors
New Jersey
$126M +$7M 16 8.87% Increased
1407
GTS Securities
GTS Securities
Florida
$126M +$60.4M 14 4.84% Increased
1408
ARS Wealth Advisors Group
ARS Wealth Advisors Group
Florida
$126M +$1.31M 6 12.44% Increased
1409
Leavell Investment Management
Leavell Investment Management
Alabama
$125M -$32.1K 7 5.28% Reduced
1410
Think Investments
Think Investments
California
$125M $0 3 16.56% Maintained
1411
Guardian Capital (Canada)
Guardian Capital (Canada)
Ontario, Canada
$125M +$13.3M 4 4.04% Increased
1412
BFS
Bard Financial Services
Connecticut
$125M +$622K 6 13.75% Increased
1413
Flagship Harbor Advisors
Flagship Harbor Advisors
Massachusetts
$125M +$1.44M 11 5.44% Increased
1414
Capital Analysts LLC
Capital Analysts LLC
Pennsylvania
$125M +$7.07M 15 3.65% Increased
1415
Jaffetilchin Investment Partners
Jaffetilchin Investment Partners
Florida
$125M -$1.34M 10 7.47% Reduced
1416
EULAV Asset Management
EULAV Asset Management
Florida
$125M +$16.1M 5 2.9% Increased
1417
Headwater Capital
Headwater Capital
China
$125M +$62.5M 3 30.46% Increased
1418
Parker Investment Management
Parker Investment Management
California
$124M +$1M 5 14.86% Increased
1419
Country Club Bank
Country Club Bank
Missouri
$124M -$2.77M 6 7.36% Reduced
1420
Richard C. Young & Co
Richard C. Young & Co
Rhode Island
$124M +$2.4M 6 11.53% Increased
1421
TP
Theleme Partners
United Kingdom
$124M -$28.1M 1 7.92% Reduced
1422
180 Wealth Advisors
180 Wealth Advisors
Washington
$124M +$1.07M 17 15.07% Increased
1423
W.R. Berkley Corp
W.R. Berkley Corp
Connecticut
$123M +$41M 4 7.11% Increased
1424
Belpointe Asset Management
Belpointe Asset Management
Nevada
$123M +$1.02M 14 4.71% Increased
1425
Anatole Investment Management
Anatole Investment Management
Hong Kong
$123M +$15.1M 1 12.89% Increased