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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
2101
ASI
All-Stars Investment
Hong Kong
$5.8M -$2.68M 1 5.43% Reduced
2102
WP
WealthPLAN Partners
Nebraska
$5.8M +$16.3M 9 0.94% New
2103
Sphera Funds Management
Sphera Funds Management
Israel
$5.76M +$5.32M 1 0.84% New
2104
Punch & Associates Investment Management
Punch & Associates Investment Management
Minnesota
$5.76M +$630K 2 0.7% Increased
2105
CYG
Clean Yield Group
Vermont
$5.74M +$440K 4 2.83% Increased
2106
Zions Bancorporation
Zions Bancorporation
Utah
$5.71M +$268K 10 1% Increased
2107
FHC
First Houston Capital
Texas
$5.7M +$3.32M 3 5.19% Increased
2108
HLA
Hamilton Lane Advisors
Pennsylvania
$5.7M +$2.24M 2 2.51% Increased
2109
Element Capital Management
Element Capital Management
New York
$5.69M +$3.33M 2 1.11% Increased
2110
Homrich & Berg
Homrich & Berg
Georgia
$5.69M +$190K 6 0.52% Increased
2111
CCM
Crossvault Capital Management
Texas
$5.68M -$52.3K 2 4.04% Reduced
2112
Avior Wealth Management
Avior Wealth Management
Nebraska
$5.66M +$336K 8 3.1% Increased
2113
M Holdings Securities
M Holdings Securities
Oregon
$5.66M +$146K 7 3.79% Increased
2114
Empyrean Capital Partners
Empyrean Capital Partners
California
$5.66M +$6.22M 1 0.21% New
2115
KCM
Kempner Capital Management
Texas
$5.65M -$295K 1 3.32% Reduced
2116
IMA Advisory Services
IMA Advisory Services
Colorado
$5.65M -$71.8K 3 3.43% Reduced
2117
OIM
Orca Investment Management
Oregon
$5.64M +$156K 3 6.22% Increased
2118
MPA
Marvin & Palmer Associates
Delaware
$5.64M +$1.93M 2 5.78% Increased
2119
IberiaBank
IberiaBank
Louisiana
$5.64M -$892K 2 2.53% Reduced
2120
Financial Architects (New Jersey)
Financial Architects (New Jersey)
New Jersey
$5.62M -$176K 6 2.25% Reduced
2121
TCOO
Trust Company of Oklahoma
Oklahoma
$5.61M -$46.4K 5 3.12% Reduced
2122
Baldwin Investment Management
Baldwin Investment Management
Pennsylvania
$5.6M -$22.1K 6 2.52% Reduced
2123
MS
Marshall & Sullivan
Washington
$5.59M -$20.4K 6 7.39% Reduced
2124
ACM
Archon Capital Management
Washington
$5.59M -$3.34M 1 3.98% Reduced
2125
Squarepoint
Squarepoint
New York
$5.58M +$6.08M 6 0.61% New