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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
2276
LCM
Liberty Capital Management
Michigan
$54.4M +$56.2M 5 9.35% New
2277
LTAS
Linden Thomas Advisory Services
North Carolina
$54.3M +$2.33M 9 4.38% Increased
2278
BDL
Banque de Luxembourg
Luxembourg
$54.3M -$1.62M 5 25.59% Reduced
2279
NIM
NXG Investment Management
Texas
$54.2M +$10.6M 5 2.43% Increased
2280
WE
Wealth Effects
Massachusetts
$54.1M +$8.06M 10 14.61% Increased
2281
LOIM
Liberty One Investment Management
Illinois
$54.1M +$3.56M 8 5.41% Increased
2282
MW
Marble Wealth
Alabama
$54M -$2.81M 6 8.27% Reduced
2283
WA
Wealth Alliance
New York
$54M +$1.21M 10 4.52% Increased
2284
DE
Diversified Enterprises
Delaware
$53.9M -$283K 7 2.61% Reduced
2285
KHLMTHM
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$53.9M +$27.3M 5 6.67% Increased
2286
VC
Vicus Capital
Pennsylvania
$53.9M -$362K 6 3.48% Reduced
2287
BEAM
Baker Ellis Asset Management
Washington
$53.9M +$3.02M 5 5.59% Increased
2288
KCM
Kathmere Capital Management
Pennsylvania
$53.8M +$2.26M 9 2.85% Increased
2289
MCM
McRae Capital Management
New Jersey
$53.8M -$1.08M 5 10.59% Reduced
2290
WCM
Weik Capital Management
Pennsylvania
$53.8M -$1.4M 5 20.67% Reduced
2291
AIC
AWM Investment Company
New York
$53.8M +$25.2M 2 4.67% Increased
2292
SAM
Strategy Asset Managers
California
$53.7M -$3.23M 5 8.02% Reduced
2293
WC
Winmill & Co
New Hampshire
$53.7M +$16.1M 3 11.88% Increased
2294
DMC
Drexel Morgan & Co
Pennsylvania
$53.7M $0 5 7.47% Maintained
2295
PWAM
Private Wealth Asset Management
Iowa
$53.6M +$4M 16 5.16% Increased
2296
HMP
HS Management Partners
New York
$53.6M -$12.2M 3 18.4% Reduced
2297
MA
Menlo Advisors
California
$53.6M -$3.23M 4 23.5% Reduced
2298
AAM
AR Asset Management
California
$53.5M -$67.9K 5 9.8% Reduced
2299
MJP
Michael J. Puzo
$53.4M -$2.13M 4 13.77% Reduced
2300
HVCM
Hel Ved Capital Management
Hong Kong
$53.4M +$18.6M 3 3.94% Increased