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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
1501
Greenwood Capital Associates
Greenwood Capital Associates
South Carolina
$79.6M -$1.83M 7 10.57% Reduced
1502
Wolf Hill Capital Management
Wolf Hill Capital Management
Connecticut
$79.4M -$10.6M 1 3.49% Reduced
1503
Birinyi Associates
Birinyi Associates
Connecticut
$79.4M +$4.48M 5 25.89% Increased
1504
Synergy Asset Management
Synergy Asset Management
Washington
$79.3M +$4.96M 3 13.47% Increased
1505
Value Partners Investments
Value Partners Investments
Manitoba, Canada
$79.3M -$27.7M 3 6.48% Reduced
1506
Cyrus J. Lawrence
Cyrus J. Lawrence
New York
$79.3M +$75M 6 17.58% New
1507
Belpointe Asset Management
Belpointe Asset Management
Nevada
$78.9M +$12.6M 12 5.91% Increased
1508
CMH Wealth Management
CMH Wealth Management
New Hampshire
$78.9M -$11.6M 4 20.05% Reduced
1509
Trust Asset Management
Trust Asset Management
Texas
$78.8M -$270K 7 6.9% Reduced
1510
Cinctive Capital Management
Cinctive Capital Management
New York
$78.8M +$21.6M 9 3.66% Increased
1511
Hudson Valley Investment Advisors
Hudson Valley Investment Advisors
New York
$78.6M +$1.8M 6 9.42% Increased
1512
IFP Advisors
IFP Advisors
Florida
$78.5M +$5.97M 28 3.44% Increased
1513
Clearline Capital
Clearline Capital
New York
$78.4M +$21.3M 2 3.82% Increased
1514
J. Goldman & Co
J. Goldman & Co
New York
$78.3M -$60.1M 7 2.52% Reduced
1515
Kennedy Capital Management
Kennedy Capital Management
Missouri
$78.2M +$52.7M 4 1.61% Increased
1516
Courier Capital
Courier Capital
New York
$78.2M -$774K 6 5.65% Reduced
1517
Horizon Investments
Horizon Investments
North Carolina
$78.1M +$3.91M 14 2.05% Increased
1518
Forte Capital
Forte Capital
New York
$78M -$883K 8 9.65% Reduced
1519
Mechanics Bank - Trust Department
Mechanics Bank - Trust Department
California
$77.9M -$345K 6 11.43% Reduced
1520
Schechter Investment Advisors
Schechter Investment Advisors
Michigan
$77.8M +$6.43M 9 5.82% Increased
1521
Alpine Investment Management
Alpine Investment Management
Hong Kong
$77.8M -$11M 1 8.96% Reduced
1522
Clarkston Capital Partners
Clarkston Capital Partners
Michigan
$77.7M -$750K 6 1.37% Reduced
1523
Columbia Asset Management
Columbia Asset Management
Michigan
$77.6M -$52.8K 6 15.75% Reduced
1524
Deroy & Devereaux Private Investment Counsel
Deroy & Devereaux Private Investment Counsel
Michigan
$77.5M -$1.78M 5 4.73% Reduced
1525
Guardian Capital (Canada)
Guardian Capital (Canada)
Ontario, Canada
$77.5M +$825K 5 2.7% Increased