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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
2151
BRR OpCo
BRR OpCo
Ohio
$20.7M -$1.03M 8 3.57% Reduced
2152
KCM
Karp Capital Management
California
$20.6M +$1.02M 5 5.71% Increased
2153
Camden National Bank
Camden National Bank
Maine
$20.6M -$1.33M 5 5.1% Reduced
2154
Signet Financial Management
Signet Financial Management
New Jersey
$20.6M -$3.75M 8 4.58% Reduced
2155
LDFR
Lehman & Derafelo Financial Resources
Pennsylvania
$20.6M -$228K 7 7.18% Reduced
2156
Rock Creek Group
Rock Creek Group
District of Columbia
$20.5M +$6.34M 6 10.92% Increased
2157
QCI
Quaker Capital Investments
Pennsylvania
$20.5M -$4.2M 2 9.29% Reduced
2158
SimplyRich
SimplyRich
California
$20.5M +$444K 7 11.27% Increased
2159
Pacific Wealth Strategies Group
Pacific Wealth Strategies Group
California
$20.5M +$149K 4 11.38% Increased
2160
WA
WealthTrust Axiom
Pennsylvania
$20.5M +$2.15M 7 9.02% Increased
2161
SkyOak Wealth
SkyOak Wealth
Michigan
$20.5M +$5.89M 8 7.55% Increased
2162
Buckhead Capital Management
Buckhead Capital Management
Georgia
$20.4M +$2.53M 5 6.25% Increased
2163
G2 Investment Partners Management
G2 Investment Partners Management
New York
$20.4M -$13.4M 2 4.83% Reduced
2164
Willow Creek Wealth Management
Willow Creek Wealth Management
California
$20.4M -$6.95M 6 9.15% Reduced
2165
Cedar Capital
Cedar Capital
Illinois
$20.3M -$3.32M 6 7.8% Reduced
2166
CFMC
Curbstone Financial Management Corp
New Hampshire
$20.3M -$141K 6 5.27% Reduced
2167
Verdence Capital Advisors
Verdence Capital Advisors
Maryland
$20.3M +$1.1M 8 5.01% Increased
2168
Bourgeon Capital Management
Bourgeon Capital Management
Connecticut
$20.3M +$1.44M 7 7.22% Increased
2169
PJB
Paul John Balson
California
$20.3M +$559K 5 7.64% Increased
2170
9258 Wealth Management
9258 Wealth Management
Ohio
$20.3M +$252K 9 8.23% Increased
2171
Black-and-white Capital
Black-and-white Capital
California
$20.3M -$21.5M 1 3.31% Reduced
2172
Glen Eagle Advisors
Glen Eagle Advisors
New Jersey
$20.2M +$1.93M 12 10.38% Increased
2173
Granite Point Capital Management
Granite Point Capital Management
Massachusetts
$20.2M -$9.05M 5 1.03% Reduced
2174
Exchange Traded Concepts
Exchange Traded Concepts
Oklahoma
$20.1M +$12.7M 16 3.34% Increased
2175
AA
Antipodean Advisors
New York
$20.1M -$7.25K 1 9.3% Reduced