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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
1601
HA
Harbor Advisors
Florida
$44.8M +$141K 6 10.89% Increased
1602
SPC
Stony Point Capital
New York
$44.8M -$10.3M 5 15.82% Reduced
1603
Global Retirement Partners
Global Retirement Partners
California
$44.8M +$331K 28 3.59% Increased
1604
Long Walk Management
Long Walk Management
Connecticut
$44.7M +$27.7M 2 43.15% Increased
1605
Eubel Brady & Suttman Asset Management
Eubel Brady & Suttman Asset Management
Ohio
$44.7M +$1.36M 5 8.95% Increased
1606
TwinBeech Capital
TwinBeech Capital
New York
$44.7M +$19.3M 10 2% Increased
1607
Modera Wealth Management
Modera Wealth Management
New Jersey
$44.7M +$1.73M 6 2.13% Increased
1608
Tamar Securities
Tamar Securities
California
$44.7M +$5.16M 4 14.68% Increased
1609
Fund Management at Engine No 1
Fund Management at Engine No 1
California
$44.6M +$6.71M 9 11.79% Increased
1610
Polaris Capital Management
Polaris Capital Management
Massachusetts
$44.6M -$543K 1 1.59% Reduced
1611
Legacy Private Trust
Legacy Private Trust
Wisconsin
$44.5M +$5.78M 5 3.99% Increased
1612
Capco Asset Management
Capco Asset Management
Florida
$44.5M +$4.56M 2 13.44% Increased
1613
Capital Analysts LLC
Capital Analysts LLC
Pennsylvania
$44.5M +$596K 13 3.09% Increased
1614
Conning Inc
Conning Inc
Connecticut
$44.4M -$564K 8 1.33% Reduced
1615
AIS
AM Investment Strategies
Tennessee
$44.4M -$1.76M 6 15.52% Reduced
1616
MIM
Marco Investment Management
Georgia
$44.4M +$1.86M 7 5.16% Increased
1617
Solidarity Wealth
Solidarity Wealth
Utah
$44.3M +$215M 6 23.9% Increased
1618
Simplicity Solutions
Simplicity Solutions
Minnesota
$44.3M +$5.54M 8 5.75% Increased
1619
Parcion Private Wealth
Parcion Private Wealth
Washington
$44.3M +$78M 8 4.37% Increased
1620
Timber Creek Capital Management
Timber Creek Capital Management
Massachusetts
$44.2M +$4.18M 7 14.63% Increased
1621
Community Bank
Community Bank
New York
$44M +$489K 8 6.3% Increased
1622
CC
Codex Capital
New York
$44M -$8.17M 6 26.88% Reduced
1623
Avestar Capital
Avestar Capital
New York
$43.9M -$6.62M 8 10.82% Reduced
1624
V Wealth Advisors
V Wealth Advisors
Kansas
$43.9M +$1.73M 11 8.28% Increased
1625
M Holdings Securities
M Holdings Securities
Oregon
$43.9M -$250K 7 4.45% Reduced