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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
2226
TI
Truehand Inc
New Hampshire
$10.9M +$12M 9 9.22% New
2227
Xcel Wealth Management
Xcel Wealth Management
Florida
$10.8M +$11.6M 6 13.23% New
2228
GCM
Garland Capital Management
Washington
$10.8M +$19.2K 4 7.79% Increased
2229
Palouse Capital Management
Palouse Capital Management
Washington
$10.8M +$279K 2 4.26% Increased
2230
Ninepoint Partners
Ninepoint Partners
Ontario, Canada
$10.8M -$6.5M 2 2.95% Reduced
2231
CCM
CWH Capital Management
Washington
$10.7M +$2.66M 4 5.26% Increased
2232
Iron Gate Global Advisors
Iron Gate Global Advisors
Utah
$10.7M +$734K 5 7.96% Increased
2233
BFSG LLC
BFSG LLC
California
$10.7M -$1.33M 3 4.86% Reduced
2234
Beacon Financial Group
Beacon Financial Group
Texas
$10.7M +$1.7M 7 2% Increased
2235
Spectrum Management Group
Spectrum Management Group
Indiana
$10.7M +$140K 7 3.73% Increased
2236
Pathlight Investors
Pathlight Investors
Arizona
$10.6M +$10.7M 6 8.79% New
2237
LBC
Lawrence B. Cohen
$10.6M +$198K 4 8.26% Increased
2238
Herald Investment Management
Herald Investment Management
United Kingdom
$10.6M -$1.66M 7 3.4% Reduced
2239
CRB
Chad R. Baker
$10.6M $0 2 4.57% Maintained
2240
HI
Handelsinvest Investeringsforvaltning
Denmark
$10.6M -$421K 4 2.64% Reduced
2241
Prentiss Smith & Co
Prentiss Smith & Co
Vermont
$10.6M -$143K 4 6.66% Reduced
2242
Concourse Capital Management
Concourse Capital Management
Georgia
$10.5M -$12.4M 2 11.82% Reduced
2243
Ruffer LLP
Ruffer LLP
United Kingdom
$10.5M +$1.06M 3 0.33% Increased
2244
Salem Capital Management
Salem Capital Management
Massachusetts
$10.5M -$271K 2 6.64% Reduced
2245
Old Point Trust & Financial Services N A
Old Point Trust & Financial Services N A
Virginia
$10.5M +$623K 3 6.22% Increased
2246
Hanson & Doremus Investment Management
Hanson & Doremus Investment Management
Vermont
$10.5M -$620K 9 3.8% Reduced
2247
Lake Street Advisors Group
Lake Street Advisors Group
New Hampshire
$10.5M +$608K 7 1.28% Increased
2248
Wealth Advisors of Tampa Bay
Wealth Advisors of Tampa Bay
Florida
$10.5M +$370K 4 8.53% Increased
2249
KCM
Karp Capital Management
California
$10.5M -$2.48M 9 5% Reduced
2250
Cutter & Co Brokerage
Cutter & Co Brokerage
Missouri
$10.5M +$4.63M 6 3.98% Increased