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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
Elk River Wealth Management
Elk River Wealth Management
Colorado
$43.2M -$962K 5 9.26% Reduced
1852
GJCM
Grand Jean Capital Management
California
$43M -$2.3M 5 14.57% Reduced
1853
South Street Advisors
South Street Advisors
New York
$43M -$1.74M 4 8.52% Reduced
1854
BCH
Berkshire Capital Holdings
California
$43M -$10.4M 11 17.71% Reduced
1855
CCM
Consolidated Capital Management
California
$42.9M -$731K 3 21.09% Reduced
1856
Cooke & Bieler
Cooke & Bieler
Pennsylvania
$42.9M -$120M 1 0.4% Reduced
1857
Lindbrook Capital
Lindbrook Capital
California
$42.9M +$4.51M 27 4.56% Increased
1858
Krilogy Financial
Krilogy Financial
Missouri
$42.8M -$2.82M 4 3.85% Reduced
1859
Conning Inc
Conning Inc
Connecticut
$42.7M -$6.27M 7 1.43% Reduced
1860
SRAM
Spouting Rock Asset Management
Pennsylvania
$42.6M -$2.52M 7 15.44% Reduced
1861
Noked Israel
Noked Israel
Israel
$42.6M -$4.92M 2 14.57% Reduced
1862
XML Financial
XML Financial
Maryland
$42.6M -$1.64M 6 4.93% Reduced
1863
Timber Creek Capital Management
Timber Creek Capital Management
Massachusetts
$42.6M -$9.9M 6 14.66% Reduced
1864
Rice Partnership
Rice Partnership
Hawaii
$42.5M -$6.59M 5 11.64% Reduced
1865
Canvas Wealth Advisors
Canvas Wealth Advisors
Kansas
$42.4M -$3.75M 5 15.75% Reduced
1866
MKC
M. Kraus & Co
Vermont
$42.3M -$318K 5 14.21% Reduced
1867
Belpointe Asset Management
Belpointe Asset Management
Nevada
$42.3M -$57.1M 8 4.47% Reduced
1868
Whalerock Point Partners
Whalerock Point Partners
Rhode Island
$42.2M +$357K 6 14.33% Increased
1869
United Bank (Virginia)
United Bank (Virginia)
Virginia
$42.2M -$2.35M 5 5.19% Reduced
1870
MGM
Miura Global Management
New York
$42.2M -$1.49M 2 15.09% Reduced
1871
Ipswich Investment Management
Ipswich Investment Management
Massachusetts
$42.2M -$439K 7 11.11% Reduced
1872
CT
Chicago Trust
Illinois
$42.2M +$464K 9 10.11% Increased
1873
Hayek Kallen Investment Management
Hayek Kallen Investment Management
Alabama
$42.2M +$1.09M 6 17.94% Increased
1874
Xcel Wealth Management
Xcel Wealth Management
Florida
$42.1M -$710K 8 13.3% Reduced
1875
Realta Investment Advisors
Realta Investment Advisors
Delaware
$42.1M -$1.28M 9 9.19% Reduced