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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
1851
CB
Community Bank
New York
$80M +$545K 9 8.64% Increased
1852
MA
MONECO Advisors
Connecticut
$80M +$22.7M 9 4.89% Increased
1853
BCM
Bourgeon Capital Management
Connecticut
$79.9M -$13.3M 5 11.76% Reduced
1854
PFBT
Parkside Financial Bank & Trust
Missouri
$79.8M +$1.95M 25 5.44% Increased
1855
CAM
Costello Asset Management
Pennsylvania
$79.7M -$446K 14 23.92% Reduced
1856
EWS
Evergreen Wealth Solutions
Pennsylvania
$79.7M +$8.61M 7 4.16% Increased
1857
Simon Quick Advisors
Simon Quick Advisors
New Jersey
$79.3M +$1.18M 7 3.2% Increased
1858
SS
Spinecap SAS
France
$79.3M -$3.56M 3 23.68% Reduced
1859
BWM
Buckley Wealth Management
Nevada
$79.2M +$1.16M 6 19.59% Increased
1860
EFG
Everhart Financial Group
Ohio
$79.1M -$2.18M 14 5.06% Reduced
1861
SIC
SFE Investment Counsel
California
$78.9M +$626K 5 10.64% Increased
1862
BGC
Blue Grotto Capital
Georgia
$78.9M +$14.6M 3 6.59% Increased
1863
CA
Claar Advisors
New York
$78.6M -$7.73M 4 25.34% Reduced
1864
CNAM
Campbell Newman Asset Management
Wisconsin
$78.6M -$8.16M 6 5.83% Reduced
1865
CA
CV Advisors
Florida
$78.5M +$12.9M 6 14.49% Increased
1866
SFO
Stenger Family Office
Illinois
$78.5M -$450K 5 12.47% Reduced
1867
AA
Apriem Advisors
California
$78.5M -$1.57M 7 6.79% Reduced
1868
HVIA
Hudson Valley Investment Advisors
New York
$78.3M -$4.67M 6 9.51% Reduced
1869
NW
Naviter Wealth
Arkansas
$78.2M +$12.7M 6 7.1% Increased
1870
Advent International
Advent International
Massachusetts
$78.1M +$80.8M 2 0.44% New
1871
EC
E20 Capital
$78.1M +$33M 2 6.3% Increased
1872
HCM
Hutchinson Capital Management
California
$78.1M -$7.09M 5 13.38% Reduced
1873
JPM
JANA Partners Management
New York
$77.9M -$3.89M 1 4.1% Reduced
1874
JCM
Jacobi Capital Management
Pennsylvania
$77.6M -$556K 8 3.79% Reduced
1875
HCA
Harbor Capital Advisors
Illinois
$77.4M +$979K 8 5.27% Increased