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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
1826
MRCM
M&R Capital Management
New Jersey
$31.3M -$1.11M 10 8.62% Reduced
1827
Glazer Capital LLC
Glazer Capital LLC
New York
$31.3M -$826K 1 0.81% Reduced
1828
Private Management Group
Private Management Group
California
$31.3M +$2.26M 5 1.39% Increased
1829
Perkins Coie Trust Company
Perkins Coie Trust Company
Washington
$31.2M +$629K 7 9.98% Increased
1830
CG
Cutler Group
California
$31.2M -$843K 28 2.64% Reduced
1831
CL
CIM LLC
New York
$31.2M +$2.78M 4 6.19% Increased
1832
Brasada Capital Management
Brasada Capital Management
Texas
$31.2M -$683K 3 7.17% Reduced
1833
Mirador Capital Partners
Mirador Capital Partners
California
$31.2M +$1.76M 9 7.37% Increased
1834
Avidian Wealth Enterprises
Avidian Wealth Enterprises
Texas
$31.2M +$86.1K 9 2.03% Increased
1835
Stratos Investment Management
Stratos Investment Management
Ohio
$31.1M -$1.83M 6 5.56% Reduced
1836
FACT Capital
FACT Capital
New York
$31.1M +$32.2M 2 18.11% New
1837
GJCM
Grand Jean Capital Management
California
$31.1M -$6.97M 5 14.04% Reduced
1838
Davis Rea
Davis Rea
Ontario, Canada
$31.1M +$9.5M 4 19.47% Increased
1839
Moloney Securities Asset Management
Moloney Securities Asset Management
Missouri
$31.1M -$482K 8 6.86% Reduced
1840
CRA Financial Services
CRA Financial Services
New Jersey
$31.1M +$316K 7 10.17% Increased
1841
Farley Capital
Farley Capital
New York
$31.1M +$79.4K 4 41.42% Increased
1842
Trifecta Capital Advisors
Trifecta Capital Advisors
Illinois
$31M +$33.1M 12 12.36% New
1843
Capital Planning Advisors
Capital Planning Advisors
California
$31M +$1.62M 6 7.37% Increased
1844
Act Two Investors
Act Two Investors
California
$31M +$1.16M 3 32.01% Increased
1845
Belvedere Trading
Belvedere Trading
Illinois
$31M +$31.7M 5 0.08% Increased
1846
Lake Street Private Wealth
Lake Street Private Wealth
Illinois
$31M +$484K 7 6.4% Increased
1847
Sands Capital Ventures
Sands Capital Ventures
Virginia
$30.9M +$139K 1 8.47% Increased
1848
LFCM
Long Focus Capital Management
Puerto Rico
$30.9M +$4.94M 3 2.13% Increased
1849
New Hampshire Trust
New Hampshire Trust
New Hampshire
$30.9M +$32.6M 7 8.18% New
1850
MIG Capital
MIG Capital
California
$30.9M -$36.8M 1 6.06% Reduced