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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
IMOV
Investment Management of Virginia
Virginia
$26.8M +$401K 6 5.09% Increased
2152
Brasada Capital Management
Brasada Capital Management
Texas
$26.8M -$9.5M 3 5.96% Reduced
2153
Quadrant Private Wealth Management
Quadrant Private Wealth Management
Pennsylvania
$26.7M -$833K 7 8.31% Reduced
2154
Gardner Lewis Asset Management
Gardner Lewis Asset Management
Pennsylvania
$26.5M -$9.12M 4 9.16% Reduced
2155
L.J. Altfest & Co
L.J. Altfest & Co
New York
$26.5M +$243K 7 4.16% Increased
2156
Bessemer Securities
Bessemer Securities
New York
$26.5M -$4.26M 4 12.39% Reduced
2157
Sage Capital Advisors
Sage Capital Advisors
South Dakota
$26.5M +$3.64M 4 10.09% Increased
2158
Walter & Keenan Wealth Management
Walter & Keenan Wealth Management
Indiana
$26.5M -$1.84M 6 10.05% Reduced
2159
SimplyRich
SimplyRich
California
$26.5M -$3.18K 6 9.95% Reduced
2160
NVWM LLC
NVWM LLC
Pennsylvania
$26.5M +$291K 7 8.86% Increased
2161
Alight Capital Management
Alight Capital Management
New York
$26.4M +$12.8M 5 14.19% Increased
2162
Salomon & Ludwin
Salomon & Ludwin
Virginia
$26.4M -$7.63K 6 3.15% Reduced
2163
SeaBridge Investment Advisors
SeaBridge Investment Advisors
New Jersey
$26.4M +$355K 5 9.23% Increased
2164
Pinnacle Wealth Planning Services
Pinnacle Wealth Planning Services
Ohio
$26.4M +$1.29M 9 4.39% Increased
2165
Rempart Asset Management
Rempart Asset Management
Canada
$26.4M +$250K 1 5.84% Increased
2166
McDonough Capital Management
McDonough Capital Management
Florida
$26.4M +$130K 3 27.21% Increased
2167
Blackhill Capital
Blackhill Capital
New Jersey
$26.3M $0 4 2.94% Maintained
2168
Matthews International Capital Management
Matthews International Capital Management
California
$26.3M +$3.72M 1 2.63% Increased
2169
Camden National Bank
Camden National Bank
Maine
$26.3M -$720K 6 5.34% Reduced
2170
Concentric Wealth Management
Concentric Wealth Management
California
$26.3M +$286K 5 8.7% Increased
2171
NWF Advisory Services
NWF Advisory Services
California
$26.3M +$22.2M 6 6.09% New
2172
Patient Capital Management
Patient Capital Management
Maryland
$26.3M -$2.67M 4 11.7% Reduced
2173
Zhang Financial
Zhang Financial
Michigan
$26.3M -$349K 6 3% Reduced
2174
Boston Research & Management
Boston Research & Management
Massachusetts
$26.2M +$672K 6 7.84% Increased
2175
Pavion Blue Capital
Pavion Blue Capital
California
$26.2M +$647K 5 16.16% Increased