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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
2176
Bank Hapoalim BM
Bank Hapoalim BM
Israel
$42.3M -$9.25M 9 6.41% Reduced
2177
Element Capital Management
Element Capital Management
New York
$42.3M -$19.2M 6 1.91% Reduced
2178
Seaview Investment Managers
Seaview Investment Managers
Florida
$42.3M -$1.94M 7 12.72% Reduced
2179
Sage Capital Advisors
Sage Capital Advisors
South Dakota
$42.3M +$61.5K 4 11.03% Increased
2180
BSN Capital Partners
BSN Capital Partners
United Kingdom
$42.3M -$403M 2 8.23% Reduced
2181
Lawson Kroeker Investment Management
Lawson Kroeker Investment Management
Nebraska
$42.1M +$153K 4 7.68% Increased
2182
PCG
PFC Capital Group
California
$42.1M +$372K 5 20.31% Increased
2183
W.R. Berkley Corp
W.R. Berkley Corp
Connecticut
$42.1M -$191M 2 2.39% Reduced
2184
Keystone Financial Group (Kentucky)
Keystone Financial Group (Kentucky)
Kentucky
$42.1M -$201K 6 5.38% Reduced
2185
Avidian Wealth Enterprises
Avidian Wealth Enterprises
Texas
$42M -$88.5K 8 1.91% Reduced
2186
Brave Asset Management
Brave Asset Management
New Jersey
$42M -$678K 6 10.2% Reduced
2187
SFE Investment Counsel
SFE Investment Counsel
California
$41.9M +$1.1M 5 8.73% Increased
2188
RA
Ransom Advisory
Rhode Island
$41.9M +$4.71M 10 19.56% Increased
2189
Capital Investment Counsel (Colorado)
Capital Investment Counsel (Colorado)
Colorado
$41.8M +$1.32M 5 7.23% Increased
2190
JGP Wealth Management
JGP Wealth Management
Oregon
$41.8M +$862K 6 5.38% Increased
2191
Roberts, Glore & Co
Roberts, Glore & Co
Illinois
$41.8M +$115K 6 12.08% Increased
2192
Confluence Wealth Services
Confluence Wealth Services
Pennsylvania
$41.7M -$3.5M 7 3.05% Reduced
2193
McRae Capital Management
McRae Capital Management
New Jersey
$41.7M +$10.9M 4 8.14% Increased
2194
TLW Wealth Management
TLW Wealth Management
Florida
$41.6M -$147K 4 24.73% Reduced
2195
Randolph Company
Randolph Company
Ohio
$41.6M -$25.8M 2 4.84% Reduced
2196
Golden State Equity Partners
Golden State Equity Partners
California
$41.6M +$3.13M 11 6.49% Increased
2197
Catalyst Funds Management
Catalyst Funds Management
Australia
$41.6M +$30.9M 9 9.13% Increased
2198
APG Asset Management US
APG Asset Management US
New York
$41.5M -$424M 8 0.28% Reduced
2199
Archford Capital Strategies
Archford Capital Strategies
Illinois
$41.5M +$325K 8 6.25% Increased
2200
Litman Gregory Wealth Management
Litman Gregory Wealth Management
California
$41.5M +$2.51M 5 3.47% Increased