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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
Cidel Asset Management
Cidel Asset Management
Ontario, Canada
$26.6M -$11.3M 5 1.5% Reduced
2102
Nellore Capital Management
Nellore Capital Management
California
$26.6M +$25.7M 3 22.73% New
2103
Camden National Bank
Camden National Bank
Maine
$26.6M +$702K 6 5.53% Increased
2104
Clear Harbor Asset Management
Clear Harbor Asset Management
Connecticut
$26.5M +$1.39M 6 3.81% Increased
2105
Hollencrest Capital Management
Hollencrest Capital Management
California
$26.5M +$1.9M 7 2.76% Increased
2106
Rempart Asset Management
Rempart Asset Management
Canada
$26.4M +$25.6M 1 7.51% New
2107
Rollins Financial
Rollins Financial
Georgia
$26.4M +$25.3M 6 12.05% New
2108
Verdence Capital Advisors
Verdence Capital Advisors
Maryland
$26.4M +$1.96M 11 5% Increased
2109
Aequim Alternative Investments
Aequim Alternative Investments
California
$26.4M +$614K 1 1.94% Increased
2110
NVWM LLC
NVWM LLC
Pennsylvania
$26.3M -$3.18M 7 10.96% Reduced
2111
Keystone Financial Group (Kentucky)
Keystone Financial Group (Kentucky)
Kentucky
$26.3M +$1.16M 7 5.47% Increased
2112
Bandera Partners
Bandera Partners
New York
$26.3M $0 3 13.72% Maintained
2113
Gladstone Institutional Advisory
Gladstone Institutional Advisory
Florida
$26.3M +$6.79M 10 5.23% Increased
2114
Foster Victor Wealth Advisors
Foster Victor Wealth Advisors
South Carolina
$26.2M +$2.67M 7 5.96% Increased
2115
Catalyst Capital Advisors
Catalyst Capital Advisors
New York
$26.1M +$2.13M 8 1.46% Increased
2116
NTV Asset Management
NTV Asset Management
West Virginia
$26.1M +$698K 7 5.26% Increased
2117
Whalerock Point Partners
Whalerock Point Partners
Rhode Island
$26.1M -$7.19M 5 12.39% Reduced
2118
Perkins Coie Trust Company
Perkins Coie Trust Company
Washington
$26.1M +$3.52M 8 8.91% Increased
2119
9258 Wealth Management
9258 Wealth Management
Ohio
$26.1M +$425K 10 8.49% Increased
2120
Fragasso Financial Advisors
Fragasso Financial Advisors
Pennsylvania
$26M +$806K 5 3.89% Increased
2121
Whitegate Investment Counselors
Whitegate Investment Counselors
New Hampshire
$26M +$1.2M 7 4.22% Increased
2122
Azzad Asset Management
Azzad Asset Management
Virginia
$26M +$331K 6 4.73% Increased
2123
Naples Global Advisors
Naples Global Advisors
Florida
$26M +$75.7K 7 4.4% Increased
2124
McRae Capital Management
McRae Capital Management
New Jersey
$26M -$824K 4 7.46% Reduced
2125
BFAM Partners
BFAM Partners
Hong Kong
$26M +$19.9M 1 2.25% Increased