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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
1926
United Bank (Virginia)
United Bank (Virginia)
Virginia
$39M -$770K 5 5.13% Reduced
1927
Ghisallo Capital Management
Ghisallo Capital Management
Massachusetts
$39M $0 1 3.99% Maintained
1928
Dorchester Wealth Management
Dorchester Wealth Management
Quebec, Canada
$39M +$3.97M 6 7.88% Increased
1929
Intellectus Partners
Intellectus Partners
California
$38.9M -$713K 8 12.31% Reduced
1930
Georgetown University
Georgetown University
District of Columbia
$38.9M +$2.64K 4 14.07% Increased
1931
One Capital Management
One Capital Management
California
$38.9M -$1.36M 5 1.73% Reduced
1932
GPM Growth Investors
GPM Growth Investors
Michigan
$38.9M +$1.4M 5 20.3% Increased
1933
Bison Wealth
Bison Wealth
Georgia
$38.9M -$1.02M 7 7.54% Reduced
1934
Mirador Capital Partners
Mirador Capital Partners
California
$38.8M +$1.2M 8 8.83% Increased
1935
Octavia Wealth Advisors
Octavia Wealth Advisors
Ohio
$38.8M +$849K 5 7.86% Increased
1936
Eagle Rock Investment Company
Eagle Rock Investment Company
Georgia
$38.7M -$1.21M 6 8.75% Reduced
1937
Stephens Investment Management Group
Stephens Investment Management Group
Texas
$38.7M +$2.19M 6 0.64% Increased
1938
Atwood & Palmer
Atwood & Palmer
Missouri
$38.6M +$129K 9 3.38% Increased
1939
Chemung Canal Trust
Chemung Canal Trust
New York
$38.6M -$336K 4 8.85% Reduced
1940
Point72 Middle East FZE
Point72 Middle East FZE
United Arab Emirates
$38.5M -$20M 11 1.26% Reduced
1941
Granahan Investment Management
Granahan Investment Management
Massachusetts
$38.5M -$32.2M 5 1.37% Reduced
1942
DCM Advisors
DCM Advisors
New York
$38.5M -$1.35M 6 17.4% Reduced
1943
HP
Hound Partners
New York
$38.5M -$484K 1 8.53% Reduced
1944
Fiduciary Alliance
Fiduciary Alliance
South Carolina
$38.5M +$1.58M 5 8.88% Increased
1945
PFG Investments
PFG Investments
New York
$38.5M +$4.54M 9 7.22% Increased
1946
BG
BRX Global
New York
$38.4M $0 2 44.69% Maintained
1947
Bedell Frazier Investment Counselling
Bedell Frazier Investment Counselling
California
$38.4M +$397K 5 11.47% Increased
1948
Whitener Capital Management
Whitener Capital Management
North Carolina
$38.4M -$458K 8 15.38% Reduced
1949
KWMG
King Wealth Management Group
Florida
$38.3M +$396K 8 8.08% Increased
1950
PT
Plimoth Trust
Massachusetts
$38.3M -$314K 6 12.01% Reduced