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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
1726
Congress Park Capital
Congress Park Capital
New York
$23.4M -$43.4K 7 18.48% Reduced
1727
Verition Fund Management
Verition Fund Management
Connecticut
$23.3M -$11.1M 12 0.66% Reduced
1728
Cohen & Steers
Cohen & Steers
New York
$23.3M -$5.61M 6 0.06% Reduced
1729
Towle & Co
Towle & Co
Colorado
$23.3M -$100K 1 2.71% Reduced
1730
Arcadia Investment Management
Arcadia Investment Management
Michigan
$23.3M +$1.96M 6 6.35% Increased
1731
Covenant Asset Management
Covenant Asset Management
New Jersey
$23.3M +$612K 5 12.07% Increased
1732
Sheets Smith Wealth Management
Sheets Smith Wealth Management
North Carolina
$23.3M -$2.84M 5 4.77% Reduced
1733
Intact Investment Management
Intact Investment Management
Quebec, Canada
$23.2M +$2.27M 7 0.83% Increased
1734
Managed Asset Portfolios
Managed Asset Portfolios
Michigan
$23.2M -$642K 1 5.26% Reduced
1735
CCM
Compton Capital Management
Rhode Island
$23.2M +$216K 8 9.82% Increased
1736
Anchor Investment Management
Anchor Investment Management
South Carolina
$23.2M +$805K 10 5.52% Increased
1737
FPFS
First Personal Financial Services
North Carolina
$23.2M +$354K 13 6.62% Increased
1738
Emerson Point Capital
Emerson Point Capital
New York
$23.1M +$4.79M 2 5.03% Increased
1739
GIM
Greylin Investment Management
Virginia
$23.1M -$1.35M 2 5.18% Reduced
1740
Joel Isaacson & Co
Joel Isaacson & Co
New York
$23M -$1.07M 8 3.35% Reduced
1741
BC
Breakline Capital
New York
$23M +$17M 4 12.67% Increased
1742
Strategic Financial Services
Strategic Financial Services
New York
$23M -$102K 6 3.04% Reduced
1743
RWA Wealth Partners
RWA Wealth Partners
Massachusetts
$23M -$151K 7 2.47% Reduced
1744
Whitener Capital Management
Whitener Capital Management
North Carolina
$23M +$2.91M 10 13.06% Increased
1745
SeaBridge Investment Advisors
SeaBridge Investment Advisors
New Jersey
$22.9M -$38.8K 6 7.6% Reduced
1746
Acorn Advisory Capital
Acorn Advisory Capital
New York
$22.9M +$6.21M 3 29.96% Increased
1747
Nicholas Hoffman & Company
Nicholas Hoffman & Company
Georgia
$22.8M +$135K 6 7.09% Increased
1748
Greenwood Capital Associates
Greenwood Capital Associates
South Carolina
$22.8M -$2.47M 2 5.73% Reduced
1749
Engineers Gate Manager
Engineers Gate Manager
New York
$22.8M -$6.03M 11 1.26% Reduced
1750
Manchester Capital Management
Manchester Capital Management
Vermont
$22.8M -$29.7K 11 2.92% Reduced