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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
Keel Point
Keel Point
Alabama
$23.9M +$1.55M 6 3.73% Increased
2227
Jackson Hole Capital Partners
Jackson Hole Capital Partners
Oklahoma
$23.9M +$985K 8 7.48% Increased
2228
Destiny Wealth Partners
Destiny Wealth Partners
Florida
$23.9M +$2.33M 11 5.26% Increased
2229
LeJeune Puetz Investment Counsel
LeJeune Puetz Investment Counsel
Michigan
$23.8M +$1.18M 7 9.28% Increased
2230
Water Island Capital
Water Island Capital
New York
$23.8M +$23.7M 3 1.49% Increased
2231
Adalta Capital Management
Adalta Capital Management
New York
$23.8M -$579K 8 15.44% Reduced
2232
Insight Advisors
Insight Advisors
Pennsylvania
$23.8M -$793K 7 8.06% Reduced
2233
White Pine Investment Company
White Pine Investment Company
Michigan
$23.7M -$1.04M 3 9.38% Reduced
2234
ECM
EMC Capital Management
Texas
$23.7M +$1.02M 7 20.23% Increased
2235
Evolution Wealth Advisors
Evolution Wealth Advisors
Florida
$23.7M +$3.6M 6 5.99% Increased
2236
Heartland Advisors
Heartland Advisors
Wisconsin
$23.7M +$2.81M 4 1.64% Increased
2237
Glassman Wealth Services
Glassman Wealth Services
Virginia
$23.6M +$544K 27 4.86% Increased
2238
FC
Franchise Capital
Cayman Islands
$23.6M -$1.85M 2 7.89% Reduced
2239
Leo Brokerage
Leo Brokerage
Texas
$23.5M -$23.3M 6 6.34% Reduced
2240
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$23.5M +$611K 5 15.12% Increased
2241
Concentric Wealth Management
Concentric Wealth Management
California
$23.5M +$196K 5 7.92% Increased
2242
Blue Owl Capital Holdings
Blue Owl Capital Holdings
New York
$23.4M +$13M 3 11.51% Increased
2243
Aperture Investors
Aperture Investors
New York
$23.4M -$10.4M 4 3.91% Reduced
2244
Wealth Advisors of Tampa Bay
Wealth Advisors of Tampa Bay
Florida
$23.4M +$1.35M 4 7.23% Increased
2245
L.J. Altfest & Co
L.J. Altfest & Co
New York
$23.4M +$1.27M 6 4.21% Increased
2246
Kerrisdale Advisers
Kerrisdale Advisers
Florida
$23.4M +$6.94M 4 7.37% Increased
2247
Shepherd Financial Partners
Shepherd Financial Partners
Massachusetts
$23.4M +$682K 5 4.56% Increased
2248
Cardinal Capital Management Inc (Canada)
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$23.4M +$1.01M 4 1.29% Increased
2249
APSI
Asset Planning Services Inc
Louisiana
$23.3M +$298K 3 15.28% Increased
2250
Arete Wealth Advisors
Arete Wealth Advisors
Illinois
$23.3M +$6.38M 9 2.36% Increased