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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
1451
Princeton Capital Management
Princeton Capital Management
New Jersey
$37.8M -$374K 6 19.67% Reduced
1452
TrinityPoint Wealth
TrinityPoint Wealth
Connecticut
$37.8M +$310K 6 14.97% Increased
1453
Compass Capital Management
Compass Capital Management
Minnesota
$37.8M -$6.72M 1 4.89% Reduced
1454
Mitchell Capital Management
Mitchell Capital Management
Kansas
$37.8M -$1.03M 5 14.73% Reduced
1455
IQ EQ Fund Management
IQ EQ Fund Management
Ireland
$37.7M -$3.17M 8 15.44% Reduced
1456
Nicollet Investment Management
Nicollet Investment Management
Minnesota
$37.6M -$568K 6 27.84% Reduced
1457
Perigon Wealth Management
Perigon Wealth Management
California
$37.4M +$9.11M 11 6.97% Increased
1458
MGM
Miura Global Management
New York
$37.4M -$12M 2 9.68% Reduced
1459
Sycomore Asset Management
Sycomore Asset Management
France
$37.4M +$16.7M 5 17.88% Increased
1460
LVM Capital Management
LVM Capital Management
Michigan
$37.3M +$5.41M 6 9.2% Increased
1461
Clearstead Advisors
Clearstead Advisors
Ohio
$37.2M -$798K 10 5.41% Reduced
1462
Cidel Asset Management
Cidel Asset Management
Ontario, Canada
$37.2M -$7.29M 5 1.89% Reduced
1463
Pathstone Family Office
Pathstone Family Office
New Jersey
$37.1M +$2.09M 13 5.28% Increased
1464
Boothbay Fund Management
Boothbay Fund Management
New York
$37.1M +$7.82M 10 3.08% Increased
1465
Girard Partners
Girard Partners
Pennsylvania
$37.1M +$337K 6 7.42% Increased
1466
Thomas White International
Thomas White International
Illinois
$37.1M +$134K 6 8.26% Increased
1467
OneDigital Investment Advisors
OneDigital Investment Advisors
Kansas
$37.1M +$278K 7 3.28% Increased
1468
Cullen Capital Management
Cullen Capital Management
New York
$37.1M -$14.7M 2 2.14% Reduced
1469
Van Hulzen Asset Management
Van Hulzen Asset Management
California
$37.1M +$11.3M 8 7.98% Increased
1470
Courier Capital
Courier Capital
New York
$37M -$3.76M 7 5.49% Reduced
1471
HNP Capital
HNP Capital
New York
$37M +$25.4M 7 5.49% Increased
1472
Rothschild Capital Partners
Rothschild Capital Partners
New York
$37M $0 5 20.56% Maintained
1473
Parus Finance (UK)
Parus Finance (UK)
United Kingdom
$36.9M -$31.4M 4 41.03% Reduced
1474
IHT Wealth Management
IHT Wealth Management
Illinois
$36.8M +$3.59M 9 5.3% Increased
1475
SHCM
Shelter Haven Capital Management
New Jersey
$36.7M +$29.9M 2 13.91% Increased