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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
1901
Twin Tree Management
Twin Tree Management
Texas
$18.7M -$70.7M 9 0.1% Reduced
1902
Ninety One
Ninety One
South Africa
$18.7M +$2.22M 6 9.89% Increased
1903
TAA
TB Alternative Assets
Cayman Islands
$18.7M -$32M 2 5.43% Reduced
1904
Hayek Kallen Investment Management
Hayek Kallen Investment Management
Alabama
$18.7M +$106K 5 12.14% Increased
1905
CRCP
Copper Rock Capital Partners
Massachusetts
$18.7M -$11.2K 1 1.36% Reduced
1906
CRA Financial Services
CRA Financial Services
New Jersey
$18.7M +$81.8K 6 12.17% Increased
1907
West Branch Capital
West Branch Capital
Massachusetts
$18.7M +$732K 7 16.69% Increased
1908
ARS Wealth Advisors
ARS Wealth Advisors
Florida
$18.6M +$699K 6 5.95% Increased
1909
Burleson & Co
Burleson & Co
California
$18.6M -$445K 6 7.9% Reduced
1910
Cypress Capital Group
Cypress Capital Group
Florida
$18.6M +$408K 8 3.8% Increased
1911
PLFAM
Pineno Levin & Ford Asset Management
Virginia
$18.6M -$2M 6 7.75% Reduced
1912
Verdence Capital Advisors
Verdence Capital Advisors
Maryland
$18.5M -$5.78M 7 5.02% Reduced
1913
Aspiriant LLC
Aspiriant LLC
California
$18.5M -$1.28M 7 1.51% Reduced
1914
CMH Wealth Management
CMH Wealth Management
New Hampshire
$18.5M +$456K 3 11.22% Increased
1915
Whitegate Investment Counselors
Whitegate Investment Counselors
New Hampshire
$18.5M -$164K 7 3.83% Reduced
1916
Greenwood Gearhart
Greenwood Gearhart
Arkansas
$18.5M +$4.03M 5 5.43% Increased
1917
Pegasus Partners
Pegasus Partners
Wisconsin
$18.5M +$611K 7 5.39% Increased
1918
XS
XR Securities
Illinois
$18.5M +$16.7M 5 2.42% Increased
1919
Stanley Capital Management
Stanley Capital Management
Texas
$18.5M $0 3 9.05% Maintained
1920
BRC
Bell Rock Capital
Delaware
$18.5M -$2.23M 8 10.63% Reduced
1921
Sphera Funds Management
Sphera Funds Management
Israel
$18.5M +$12.2M 3 1.69% Increased
1922
Arete Wealth Advisors
Arete Wealth Advisors
Illinois
$18.4M +$1.29M 9 3.84% Increased
1923
Hedeker Wealth
Hedeker Wealth
Illinois
$18.4M +$1.39M 5 13.9% Increased
1924
Dillon & Associates
Dillon & Associates
Michigan
$18.4M +$32.7K 4 5.98% Increased
1925
Riverstone Advisors
Riverstone Advisors
Texas
$18.4M -$853K 2 15.46% Reduced