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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
MCM
McMillion Capital Management
North Carolina
$17.5M -$185K 3 11.29% Reduced
1852
Fukoku Mutual Life Insurance
Fukoku Mutual Life Insurance
Japan
$17.5M -$2.44M 11 2.43% Reduced
1853
GCM
Grisanti Capital Management
New York
$17.5M +$10.3M 5 11.36% Increased
1854
Schonfeld Strategic Advisors
Schonfeld Strategic Advisors
New York
$17.4M +$590K 11 0.67% Increased
1855
KPF
K2 Principal Fund
Ontario, Canada
$17.4M -$18M 3 2.64% Reduced
1856
AIA Group
AIA Group
Hong Kong
$17.4M +$192K 1 35.06% Increased
1857
Systematic Financial Management
Systematic Financial Management
New Jersey
$17.4M -$1.16M 5 0.53% Reduced
1858
Shelter Mutual Insurance
Shelter Mutual Insurance
Missouri
$17.4M $0 2 5.56% Maintained
1859
Vident Investment Advisory
Vident Investment Advisory
Georgia
$17.4M -$10M 11 0.97% Reduced
1860
Physicians Financial Services
Physicians Financial Services
North Carolina
$17.4M +$1.64M 6 12.61% Increased
1861
Reinhart Partners
Reinhart Partners
Wisconsin
$17.3M +$6.29M 1 1.85% Increased
1862
Vantage Wealth
Vantage Wealth
California
$17.3M -$12.3M 4 8.95% Reduced
1863
Steinberg Global Asset Management
Steinberg Global Asset Management
Florida
$17.3M +$757K 6 2.98% Increased
1864
Morris Capital Advisors
Morris Capital Advisors
Pennsylvania
$17.3M -$129K 6 14.73% Reduced
1865
Cardinal Capital Management Inc (North Carolina)
Cardinal Capital Management Inc (North Carolina)
North Carolina
$17.3M +$117K 5 5.7% Increased
1866
QV Investors
QV Investors
Alberta, Canada
$17.3M -$14.6M 1 0.53% Reduced
1867
Walter & Keenan Wealth Management
Walter & Keenan Wealth Management
Indiana
$17.2M -$606K 6 7.76% Reduced
1868
Belpointe Asset Management
Belpointe Asset Management
Nevada
$17.2M -$2.98M 10 4.36% Reduced
1869
Aspiriant LLC
Aspiriant LLC
California
$17.2M +$470K 6 1.3% Increased
1870
Legacy Private Trust
Legacy Private Trust
Wisconsin
$17.2M +$1.05M 4 2.22% Increased
1871
BSPF
British Steel Pension Fund
United Kingdom
$17.1M +$15.2M 8 2.91% New
1872
Congress Park Capital
Congress Park Capital
New York
$17.1M +$2.15M 8 18.83% Increased
1873
Meridian Wealth Management
Meridian Wealth Management
Kentucky
$17.1M +$1.76M 6 10.07% Increased
1874
Nicholas Investment Partners
Nicholas Investment Partners
California
$17.1M -$1.81M 6 1.84% Reduced
1875
HCR Wealth Advisors
HCR Wealth Advisors
California
$17M +$130K 7 5.49% Increased