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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
2251
BPIM
Brant Point Investment Management
New York
$10.5M +$515K 2 0.84% Increased
2252
PCM
Palouse Capital Management
Washington
$10.5M -$95.1K 2 3.54% Reduced
2253
WA1
Wimmer Associates 1
California
$10.4M -$53.2K 7 9.32% Reduced
2254
NJBEST
New Jersey Better Educational Savings Trust
New Jersey
$10.4M -$418K 5 11.32% Reduced
2255
LK
Lumbard & Kellner
New Hampshire
$10.4M -$115K 3 6.1% Reduced
2256
Gerber Kawasaki Wealth & Investment Management
Gerber Kawasaki Wealth & Investment Management
California
$10.4M +$2.33M 5 3.12% Increased
2257
Ascent Wealth Partners
Ascent Wealth Partners
New York
$10.4M +$26.1K 5 3.65% Increased
2258
Cambria Investment Management
Cambria Investment Management
California
$10.4M -$393K 3 1.53% Reduced
2259
BRR OpCo
BRR OpCo
Ohio
$10.4M +$907K 6 2.87% Increased
2260
SV
Sturgeon Ventures
United Kingdom
$10.3M +$123K 2 10.45% Increased
2261
OPTFSNA
Old Point Trust & Financial Services N A
Virginia
$10.3M +$44.8K 3 5.64% Increased
2262
Stearns Financial Services Group
Stearns Financial Services Group
North Carolina
$10.3M -$388K 6 2.57% Reduced
2263
SPC
Salient Private Client
Texas
$10.3M -$1.62M 2 1.73% Reduced
2264
RAM
Redmond Asset Management
Virginia
$10.3M -$82.5K 5 4.35% Reduced
2265
CC
Colrain Capital
Massachusetts
$10.2M -$1.52M 4 12.08% Reduced
2266
Calton & Associates
Calton & Associates
Florida
$10.2M -$6.84M 7 2.97% Reduced
2267
SIM
Sterling Investment Management
Arizona
$10.2M +$1.35M 3 7.9% Increased
2268
CCMIC
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$10.2M +$426K 2 0.98% Increased
2269
Patten Group
Patten Group
Tennessee
$10.1M +$395K 9 4.06% Increased
2270
WBH Advisory
WBH Advisory
Maryland
$10.1M +$274K 7 2.63% Increased
2271
Kelleher Financial Advisors
Kelleher Financial Advisors
New York
$10.1M -$405K 5 14.48% Reduced
2272
DC
DeDora Capital
California
$10.1M -$153K 6 7.93% Reduced
2273
Petrus Trust Company
Petrus Trust Company
Texas
$10.1M +$697K 5 2.13% Increased
2274
MPAM
Murphy Pohlad Asset Management
Minnesota
$10M -$446K 4 6.72% Reduced
2275
WI
WBI Investments
New Jersey
$10M +$4.68M 2 0.53% Increased