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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
2051
Stockman Wealth Management
Stockman Wealth Management
Montana
$34.2M +$490K 6 7.61% Increased
2052
Cota Capital Management
Cota Capital Management
California
$34.2M -$22.8M 1 6.07% Reduced
2053
Cutler Investment Counsel
Cutler Investment Counsel
Oregon
$34M +$3.23M 5 5.36% Increased
2054
Ashton Thomas Private Wealth
Ashton Thomas Private Wealth
Arizona
$33.9M +$2.44M 7 4.9% Increased
2055
Hourglass Capital
Hourglass Capital
Texas
$33.9M -$3.3M 6 9.23% Reduced
2056
Congress Park Capital
Congress Park Capital
New York
$33.9M -$219K 7 17.33% Reduced
2057
CCM
Conway Capital Management
California
$33.9M +$1.01M 7 22.94% Increased
2058
Granahan Investment Management
Granahan Investment Management
Massachusetts
$33.9M +$2.85M 3 0.64% Increased
2059
VisionPoint Advisory Group
VisionPoint Advisory Group
Texas
$33.8M +$2.99M 7 15.09% Increased
2060
Naman Capital
Naman Capital
Brazil
$33.8M -$14.9M 3 20.83% Reduced
2061
Landsberg Bennett & Dubbaneh
Landsberg Bennett & Dubbaneh
Florida
$33.8M -$1.04M 9 4.31% Reduced
2062
Sterling Investment Advisors (Pennsylvania)
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$33.7M +$220K 16 10.03% Increased
2063
Whitegate Investment Counselors
Whitegate Investment Counselors
New Hampshire
$33.7M -$89.5K 8 4.78% Reduced
2064
Azzad Asset Management
Azzad Asset Management
Virginia
$33.7M +$269K 5 4.98% Increased
2065
Sigma Investment Counselors
Sigma Investment Counselors
Michigan
$33.6M -$221K 6 2.49% Reduced
2066
TCI Wealth Advisors
TCI Wealth Advisors
Arizona
$33.6M -$3.45M 20 5.13% Reduced
2067
Bishop Rock Capital
Bishop Rock Capital
New York
$33.6M -$1.14M 2 10.85% Reduced
2068
UBS O'Connor
UBS O'Connor
Illinois
$33.5M -$2.24M 3 0.26% Reduced
2069
Abacus Planning Group
Abacus Planning Group
South Carolina
$33.4M -$1.62M 7 10.63% Reduced
2070
Pensionfund Sabic
Pensionfund Sabic
Netherlands
$33.4M +$11M 3 7.05% Increased
2071
FPFS
First Personal Financial Services
North Carolina
$33.3M -$1.43M 7 8.28% Reduced
2072
Knuff & Co
Knuff & Co
California
$33.3M -$3.96M 10 12.46% Reduced
2073
Beech Hill Advisors
Beech Hill Advisors
New York
$33.2M +$113K 7 13.8% Increased
2074
Liberty Capital Management
Liberty Capital Management
Michigan
$33.2M -$165K 5 9.78% Reduced
2075
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors
Missouri
$33.2M +$622K 6 1.53% Increased