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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
1701
RKL Wealth Management
RKL Wealth Management
Pennsylvania
$25.3M -$738K 5 4.81% Reduced
1702
City Holding Co
City Holding Co
West Virginia
$25.3M +$581K 9 6.53% Increased
1703
Saban Capital Group
Saban Capital Group
California
$25.2M +$3.18M 4 42.41% Increased
1704
MIM
Marco Investment Management
Georgia
$25.2M +$103K 7 4.31% Increased
1705
Covenant Asset Management
Covenant Asset Management
New Jersey
$25.2M +$1.7M 6 12.65% Increased
1706
GA
GFS Advisors
Texas
$25.1M +$2.55M 6 7.01% Increased
1707
CIBC Bank USA
CIBC Bank USA
Illinois
$25.1M +$530K 8 3.56% Increased
1708
Unio Capital
Unio Capital
New Jersey
$25.1M -$14.3K 4 16.06% Reduced
1709
Garde Capital
Garde Capital
Washington
$25M +$6.16M 6 3.9% Increased
1710
Alley Company
Alley Company
Illinois
$25M +$204K 4 6.83% Increased
1711
Teewinot Capital Advisers
Teewinot Capital Advisers
New York
$25M $0 4 8.52% Maintained
1712
Mount Yale Investment Advisors
Mount Yale Investment Advisors
Colorado
$24.8M -$6.62M 8 4.44% Reduced
1713
Realta Investment Advisors
Realta Investment Advisors
Delaware
$24.8M -$790K 17 6.72% Reduced
1714
Aviance Capital Partners
Aviance Capital Partners
Florida
$24.8M -$16.3M 7 7.28% Reduced
1715
SlateStone Wealth
SlateStone Wealth
Florida
$24.7M -$824K 7 7.21% Reduced
1716
CCM
Compton Capital Management
Rhode Island
$24.7M +$14.1K 8 10.37% Increased
1717
Maytus Capital Management
Maytus Capital Management
New York
$24.7M -$11.1M 5 11.92% Reduced
1718
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$24.6M $0 3 0.31% Maintained
1719
Emerson Point Capital
Emerson Point Capital
New York
$24.6M +$915K 2 5.61% Increased
1720
SeaBridge Investment Advisors
SeaBridge Investment Advisors
New Jersey
$24.5M -$57K 6 8.35% Reduced
1721
RWA Wealth Partners
RWA Wealth Partners
Massachusetts
$24.4M +$705K 7 2.57% Increased
1722
Anchor Investment Management
Anchor Investment Management
South Carolina
$24.3M +$402K 10 5.6% Increased
1723
RV Capital
RV Capital
Switzerland
$24.3M $0 1 17.42% Maintained
1724
Institutional Venture Management XV
Institutional Venture Management XV
California
$24.2M $0 1 34.99% Maintained
1725
Intact Investment Management
Intact Investment Management
Quebec, Canada
$24.2M +$67K 7 0.86% Increased