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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
1751
GJCM
Grand Jean Capital Management
California
$37.6M -$1.83M 5 15.04% Reduced
1752
Texas Yale Capital Corp
Texas Yale Capital Corp
Florida
$37.6M +$593K 7 2.43% Increased
1753
B. Riley Wealth Management
B. Riley Wealth Management
Tennessee
$37.5M +$6.73M 11 3.9% Increased
1754
Summit Global Investments
Summit Global Investments
Utah
$37.5M -$2.13M 6 3.3% Reduced
1755
Sowell Financial Services
Sowell Financial Services
Arkansas
$37.5M +$29.6M 6 3.46% Increased
1756
Brightworth
Brightworth
Georgia
$37.5M +$3.44M 6 4.01% Increased
1757
TCM
TORQ Capital Management
Hong Kong
$37.4M +$32.3M 1 24.13% New
1758
Peninsula Wealth
Peninsula Wealth
California
$37.4M +$2.2M 7 12.64% Increased
1759
Saba Capital Management
Saba Capital Management
New York
$37.3M +$7.21M 2 0.43% Increased
1760
South Street Advisors
South Street Advisors
New York
$37.2M -$350K 4 8.49% Reduced
1761
Pragma Gestao de Patrimonio
Pragma Gestao de Patrimonio
Brazil
$37.2M +$20.4M 3 27.78% Increased
1762
Concourse Financial Group Securities
Concourse Financial Group Securities
Alabama
$37.2M +$3.17M 20 3.14% Increased
1763
Stockman Wealth Management
Stockman Wealth Management
Montana
$37.2M +$6.92M 6 9.49% Increased
1764
RiverPark Advisors
RiverPark Advisors
New York
$37.2M -$23.9M 5 11.79% Reduced
1765
WCMN
Westchester Capital Management (Nebraska)
Nebraska
$37.2M +$378K 4 11.35% Increased
1766
Verity & Verity
Verity & Verity
South Carolina
$37.2M +$1.24M 5 5.69% Increased
1767
Cozad Asset Management
Cozad Asset Management
Illinois
$37.1M +$10.5M 7 5.79% Increased
1768
PWW
Pettyjohn Wood & White
Virginia
$37.1M +$2.99M 6 8.78% Increased
1769
Broad Run Investment Management
Broad Run Investment Management
Virginia
$37.1M -$12.3M 2 3.38% Reduced
1770
Farmers Trust Company
Farmers Trust Company
Ohio
$37.1M +$383K 5 8.85% Increased
1771
Horizon Investments
Horizon Investments
North Carolina
$37.1M -$23M 7 1.17% Reduced
1772
Allen Mooney & Barnes Investment Advisors
Allen Mooney & Barnes Investment Advisors
Georgia
$37M +$1.34M 7 9.48% Increased
1773
Farley Capital
Farley Capital
New York
$37M +$2.69M 4 37.85% Increased
1774
Ascent Group
Ascent Group
Virginia
$37M +$161M 7 4.43% Increased
1775
Arjuna Capital
Arjuna Capital
North Carolina
$37M +$1.12M 5 17.92% Increased