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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
2126
Financial Partners Group (Kansas)
Financial Partners Group (Kansas)
Kansas
$48.7M -$34K 5 7.11% Reduced
2127
RGC
Rubicon Global Capital
United Kingdom
$48.4M +$45.5M 3 30.28% New
2128
Hamilton Point Investment Advisors
Hamilton Point Investment Advisors
North Carolina
$48.3M +$404K 5 8.53% Increased
2129
Gavilan Investment Partners
Gavilan Investment Partners
California
$48.3M -$3.48M 1 13.39% Reduced
2130
DigitalBridge Group
DigitalBridge Group
Florida
$48.2M -$4.79M 1 3.45% Reduced
2131
Seaview Investment Managers
Seaview Investment Managers
Florida
$48.2M +$2.7M 6 13.33% Increased
2132
Accent Capital Management
Accent Capital Management
Ohio
$48.2M +$478K 7 27.43% Increased
2133
Prelude Capital Management
Prelude Capital Management
New York
$48.1M +$2.36M 16 3.02% Increased
2134
Vicus Capital
Vicus Capital
Pennsylvania
$48.1M +$124K 6 4.27% Increased
2135
Continuum Advisory
Continuum Advisory
Idaho
$48.1M +$825K 22 6.17% Increased
2136
Bulltick Wealth Management
Bulltick Wealth Management
Florida
$48.1M -$4.65M 7 11.04% Reduced
2137
RMR Wealth Builders
RMR Wealth Builders
New Jersey
$48M +$2.3M 8 4.96% Increased
2138
Capital Markets Trading (UK)
Capital Markets Trading (UK)
United Kingdom
$47.9M +$39.5M 5 0.73% Increased
2139
Everhart Financial Group
Everhart Financial Group
Ohio
$47.9M +$4.69M 7 9.86% Increased
2140
River Road Asset Management
River Road Asset Management
Kentucky
$47.9M -$26.6M 3 0.64% Reduced
2141
Marietta Investment Partners
Marietta Investment Partners
Wisconsin
$47.9M -$746K 6 10.54% Reduced
2142
Alpine Woods Capital Investors
Alpine Woods Capital Investors
New York
$47.8M -$760K 6 9.04% Reduced
2143
Haverford Financial Services
Haverford Financial Services
Pennsylvania
$47.7M -$333K 3 14.56% Reduced
2144
Gordian Capital (Singapore)
Gordian Capital (Singapore)
Singapore
$47.7M +$13.6M 11 24.84% Increased
2145
LTS One Management
LTS One Management
New York
$47.7M -$11.1M 2 13.3% Reduced
2146
Thurston Springer Miller Herd & Titak
Thurston Springer Miller Herd & Titak
Indiana
$47.7M +$12.5M 17 9.64% Increased
2147
SHFA
SS&H Financial Advisors
Michigan
$47.7M +$21.8K 6 17.36% Increased
2148
FP
FFG Partners
Florida
$47.7M +$442K 4 16.7% Increased
2149
Quinn Opportunity Partners
Quinn Opportunity Partners
Virginia
$47.6M +$12M 9 3.21% Increased
2150
Lake Street Private Wealth
Lake Street Private Wealth
Illinois
$47.6M -$1.97M 8 7.6% Reduced