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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
FC
Franchise Capital
Cayman Islands
$29.2M -$23.3M 3 10.45% Reduced
2252
Governors Lane
Governors Lane
New York
$29.2M +$15K 2 4.65% Increased
2253
Lincoln Capital Corp
Lincoln Capital Corp
Rhode Island
$29.2M -$708K 4 15.7% Reduced
2254
Advisory Research
Advisory Research
Illinois
$29.1M -$3.87M 9 4.05% Reduced
2255
Dividend Assets Capital
Dividend Assets Capital
South Carolina
$29.1M -$1.06M 8 6.04% Reduced
2256
LT
Legacy Trust
Michigan
$29.1M +$68.7K 5 8.45% Increased
2257
Harbour Capital Advisors
Harbour Capital Advisors
Virginia
$29.1M +$472K 7 8.71% Increased
2258
Aurora Investment Managers
Aurora Investment Managers
Florida
$29M -$1.62M 5 24.58% Reduced
2259
Marex Group
Marex Group
$29M -$28M 8 4.1% Reduced
2260
Frisch Financial Group
Frisch Financial Group
New York
$29M +$3.63M 6 11.76% Increased
2261
JWCA
J.W. Coons Advisors
Ohio
$29M -$794K 6 8.36% Reduced
2262
McGuire Investment Group
McGuire Investment Group
Rhode Island
$28.9M +$1.35M 5 5.58% Increased
2263
Y-Intercept (HK)
Y-Intercept (HK)
Hong Kong
$28.9M +$14.6M 14 2.82% Increased
2264
Gavilan Investment Partners
Gavilan Investment Partners
California
$28.8M +$335K 1 12.4% Increased
2265
American Money Management
American Money Management
California
$28.8M +$288K 4 7.36% Increased
2266
Gabelli & Co Investment Advisers
Gabelli & Co Investment Advisers
New York
$28.8M +$5.07M 4 4.68% Increased
2267
Cherry Creek Investment Advisors
Cherry Creek Investment Advisors
Colorado
$28.8M +$633K 8 19.54% Increased
2268
LBC
Lawrence B. Cohen
$28.8M +$2.24M 5 19.4% Increased
2269
Glassy Mountain Advisors
Glassy Mountain Advisors
Maryland
$28.7M -$791K 4 13.67% Reduced
2270
Valley National Advisers
Valley National Advisers
Pennsylvania
$28.7M +$450K 18 5.01% Increased
2271
MA
Menlo Advisors
California
$28.7M -$247K 3 18.83% Reduced
2272
SC
Sawyer & Company
Massachusetts
$28.7M -$158K 8 13.38% Reduced
2273
Liberty Capital Management
Liberty Capital Management
Michigan
$28.6M -$284K 4 8.45% Reduced
2274
White Pine Investment Company
White Pine Investment Company
Michigan
$28.6M +$17.1K 3 10.06% Increased
2275
Grove Bank & Trust
Grove Bank & Trust
Florida
$28.5M +$1.76M 11 5.82% Increased