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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
2076
Royal Fund Management
Royal Fund Management
Florida
$38.5M -$5.69M 9 4.26% Reduced
2077
CreativeOne Wealth
CreativeOne Wealth
Kansas
$38.4M +$2.87M 9 2.46% Increased
2078
Iowa State Bank
Iowa State Bank
Iowa
$38.3M -$216K 5 9.2% Reduced
2079
Strategic Global Advisors
Strategic Global Advisors
California
$38.3M -$24.6M 4 8.78% Reduced
2080
Roberts, Glore & Co
Roberts, Glore & Co
Illinois
$38.3M -$1.95M 6 11.92% Reduced
2081
Kercheville Advisors
Kercheville Advisors
Texas
$38.3M +$1.66M 6 21.5% Increased
2082
Little House Capital
Little House Capital
Massachusetts
$38.3M +$2.6M 6 13.96% Increased
2083
Northside Capital Management
Northside Capital Management
Oregon
$38.2M +$601K 6 11.97% Increased
2084
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne
Poland
$38.2M +$10.9M 2 8.69% Increased
2085
GCM Grosvenor Holdings
GCM Grosvenor Holdings
Illinois
$38.1M +$724K 1 6.74% Increased
2086
Bell Bank
Bell Bank
North Dakota
$38.1M -$430K 7 3.67% Reduced
2087
L1 Capital International
L1 Capital International
Australia
$38.1M +$35.9M 3 19.97% New
2088
NBW Capital
NBW Capital
Massachusetts
$38M +$3.78M 3 8.31% Increased
2089
Granahan Investment Management
Granahan Investment Management
Massachusetts
$37.9M -$5.56M 4 1.25% Reduced
2090
Claro Advisors
Claro Advisors
Massachusetts
$37.9M +$1.4M 7 8.21% Increased
2091
Sandbox Financial Partners
Sandbox Financial Partners
Maryland
$37.9M +$665K 7 17.79% Increased
2092
Towarzystwo Funduszy Inwestycyjnych PZU SA
Towarzystwo Funduszy Inwestycyjnych PZU SA
$37.9M +$36M 16 17.38% New
2093
Jacobi Capital Management
Jacobi Capital Management
Pennsylvania
$37.9M +$542K 7 3.89% Increased
2094
Graves Light Lenhart Wealth
Graves Light Lenhart Wealth
Virginia
$37.9M -$387K 6 4.71% Reduced
2095
HeadInvest LLC
HeadInvest LLC
Maine
$37.9M -$787K 6 7.88% Reduced
2096
Keel Point
Keel Point
Alabama
$37.9M +$1.14M 7 4.52% Increased
2097
Manhattan West Asset Management
Manhattan West Asset Management
California
$37.9M +$8.22M 5 10.63% Increased
2098
Hamilton Point Investment Advisors
Hamilton Point Investment Advisors
North Carolina
$37.9M +$483K 6 7.58% Increased
2099
Elevatus Welath Management
Elevatus Welath Management
New York
$37.8M +$9.8M 5 17.19% Increased
2100
Shepherd Financial Partners
Shepherd Financial Partners
Massachusetts
$37.8M +$290K 5 5.38% Increased