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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
Pure Financial Advisors
Pure Financial Advisors
California
$41.2M +$1.5M 7 1.14% Increased
2252
PCM
Prime Capital Management
Hong Kong
$41.2M -$38.1M 1 5.4% Reduced
2253
Tikehau Investment Management
Tikehau Investment Management
France
$41.1M -$2.57M 3 36.37% Reduced
2254
Apella Capital
Apella Capital
Connecticut
$41M +$10M 6 1.83% Increased
2255
OCM
Ogborne Capital Management
California
$41M +$12.6M 1 10.3% Increased
2256
Rench Wealth Management
Rench Wealth Management
Texas
$41M +$120K 4 14.69% Increased
2257
Canal Insurance Company
Canal Insurance Company
South Carolina
$40.9M $0 3 10.79% Maintained
2258
Rowlandmiller & Partners
Rowlandmiller & Partners
Georgia
$40.9M -$361K 6 8.92% Reduced
2259
SFE Investment Counsel
SFE Investment Counsel
California
$40.9M -$527K 5 9.08% Reduced
2260
Hanson & Doremus Investment Management
Hanson & Doremus Investment Management
Vermont
$40.9M +$1.09M 7 6.86% Increased
2261
Stanley Capital Management
Stanley Capital Management
Texas
$40.9M +$6.21M 4 8.36% Increased
2262
Alliance Wealth Advisors (Utah)
Alliance Wealth Advisors (Utah)
Utah
$40.9M -$363K 7 12% Reduced
2263
Fort Point Capital Partners
Fort Point Capital Partners
California
$40.8M +$2.14M 6 5.16% Increased
2264
Brady Family Wealth
Brady Family Wealth
Missouri
$40.7M +$618K 4 13.15% Increased
2265
Freedom Together Foundation
Freedom Together Foundation
New York
$40.7M -$7.2M 1 4.36% Reduced
2266
Walter & Keenan Wealth Management
Walter & Keenan Wealth Management
Indiana
$40.7M -$838K 6 12.96% Reduced
2267
Westside Investment Management
Westside Investment Management
California
$40.6M +$176K 13 9.29% Increased
2268
McDonald Partners
McDonald Partners
Ohio
$40.6M +$188K 7 10.87% Increased
2269
PDS Planning
PDS Planning
Ohio
$40.6M +$1.47M 8 4.09% Increased
2270
RCM
Ratan Capital Management
Florida
$40.5M +$4.82M 3 12.27% Increased
2271
Tradewinds LLC
Tradewinds LLC
North Carolina
$40.4M +$22.2M 7 12.42% Increased
2272
Mayflower Financial Advisors
Mayflower Financial Advisors
Massachusetts
$40.3M -$254K 7 6.62% Reduced
2273
Alpha Capital Management
Alpha Capital Management
Texas
$40.3M -$876K 6 7.84% Reduced
2274
Mission Creek Capital Partners
Mission Creek Capital Partners
California
$40.3M +$6.08M 6 10.14% Increased
2275
Bennett Selby Investments
Bennett Selby Investments
Maine
$40.2M +$351K 4 18.03% Increased