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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
Situational Awareness
Situational Awareness
California
$45.4M +$47.2M 1 4.52% New
2052
WPI
Walter Public Investments
Canada
$45.4M -$11.2M 2 8.46% Reduced
2053
Lingohr Asset Management
Lingohr Asset Management
Germany
$45.3M +$48.5M 5 11.36% Increased
2054
Stanley-Laman Group
Stanley-Laman Group
Pennsylvania
$45.3M -$1.11M 9 6.97% Reduced
2055
Park West Asset Management
Park West Asset Management
California
$45.2M +$6.33M 1 3.65% Increased
2056
Kelly Lawrence W & Associates
Kelly Lawrence W & Associates
California
$45.2M -$715K 7 10.97% Reduced
2057
Mane Global Capital Management
Mane Global Capital Management
New York
$45.2M -$114M 2 3.42% Reduced
2058
Jamison Private Wealth Management
Jamison Private Wealth Management
Georgia
$45.1M -$499K 5 6.87% Reduced
2059
Prelude Capital Management
Prelude Capital Management
New York
$45M +$3.03M 18 3.42% Increased
2060
Laffer Tengler Investments
Laffer Tengler Investments
Tennessee
$44.9M -$2.22M 6 9.57% Reduced
2061
SeaBridge Investment Advisors
SeaBridge Investment Advisors
New Jersey
$44.9M -$3.95M 7 9.7% Reduced
2062
Turtle Creek Wealth Advisors
Turtle Creek Wealth Advisors
Texas
$44.8M +$24.7M 4 6.69% Increased
2063
Brown Shipley & Co
Brown Shipley & Co
United Kingdom
$44.8M -$581K 5 25.36% Reduced
2064
Foyston, Gordon, & Payne
Foyston, Gordon, & Payne
Ontario, Canada
$44.8M +$5.55M 2 11.07% Increased
2065
Newbridge Financial Services Group
Newbridge Financial Services Group
Florida
$44.7M +$8.1M 19 10.86% Increased
2066
Marietta Investment Partners
Marietta Investment Partners
Wisconsin
$44.7M +$2.6M 7 10.78% Increased
2067
RGC
Rubicon Global Capital
United Kingdom
$44.7M +$4.21M 3 15.24% Increased
2068
Sandbox Financial Partners
Sandbox Financial Partners
Maryland
$44.6M -$1.02M 6 15.76% Reduced
2069
Inscription Capital
Inscription Capital
Texas
$44.6M +$49.2M 7 7.34% New
2070
Confluence Wealth Services
Confluence Wealth Services
Pennsylvania
$44.6M +$7.29M 7 2.81% Increased
2071
First Western Trust Bank
First Western Trust Bank
Colorado
$44.5M -$4.3M 6 2.13% Reduced
2072
Chemistry Wealth Management
Chemistry Wealth Management
New York
$44.5M +$640K 6 10.35% Increased
2073
Formidable Asset Management
Formidable Asset Management
Ohio
$44.4M +$1.09M 7 7.42% Increased
2074
Kavar Capital Partners Group
Kavar Capital Partners Group
Kansas
$44.4M -$468K 5 7.4% Reduced
2075
Lake Street Private Wealth
Lake Street Private Wealth
Illinois
$44.3M +$3.41M 7 7.22% Increased