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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
2301
Blume Capital Management
Blume Capital Management
California
$26.4M -$1.81M 8 9.66% Reduced
2302
Modera Wealth Management
Modera Wealth Management
New Jersey
$26.4M +$2.61M 6 1.36% Increased
2303
Claro Advisors
Claro Advisors
Massachusetts
$26.4M +$1.72M 9 11.1% Increased
2304
Citizens & Northern Corp
Citizens & Northern Corp
Pennsylvania
$26.3M -$905K 5 10.11% Reduced
2305
Frank Rimerman Advisors
Frank Rimerman Advisors
California
$26.3M -$22.2M 5 10.17% Reduced
2306
Fieldpoint Private Securities
Fieldpoint Private Securities
Connecticut
$26.3M -$363K 18 5.81% Reduced
2307
Nightview Capital
Nightview Capital
Texas
$26.3M -$6.21M 1 7.61% Reduced
2308
Archford Capital Strategies
Archford Capital Strategies
Illinois
$26.3M +$753K 9 6.19% Increased
2309
Lead Edge Capital Management
Lead Edge Capital Management
New York
$26.3M +$15.1M 1 3.12% Increased
2310
Moser Wealth Advisors
Moser Wealth Advisors
Washington
$26.2M +$2.18M 7 16.78% Increased
2311
Good Life Advisors
Good Life Advisors
Pennsylvania
$26.2M +$6.22M 8 3.57% Increased
2312
XTX Topco
XTX Topco
Cayman Islands
$26.2M +$12M 11 8.8% Increased
2313
American Money Management
American Money Management
California
$26.2M +$295K 4 7.41% Increased
2314
Bay Colony Advisors
Bay Colony Advisors
Massachusetts
$26.2M +$1.61M 9 8.57% Increased
2315
Castellan Group
Castellan Group
Kentucky
$26.2M +$311K 4 13.48% Increased
2316
LeJeune Puetz Investment Counsel
LeJeune Puetz Investment Counsel
Michigan
$26.2M +$999K 6 9.52% Increased
2317
HCA
Hyperion Capital Advisors
New York
$26.2M +$1.01M 5 6.95% Increased
2318
MCG
McCollum Christoferson Group
New York
$26.1M -$280K 3 6.22% Reduced
2319
ASA
Armstrong Shaw Associates
Connecticut
$26.1M +$280K 5 22.84% Increased
2320
CP
Columbus Point
United Kingdom
$26.1M -$4.03M 1 12.43% Reduced
2321
Eidelman Virant Capital
Eidelman Virant Capital
Missouri
$26.1M -$1.16M 4 9.99% Reduced
2322
Aaron Wealth Advisors
Aaron Wealth Advisors
Illinois
$26M +$275K 6 7.34% Increased
2323
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne
Poland
$26M $0 1 7.47% Maintained
2324
Baldwin Investment Management
Baldwin Investment Management
Pennsylvania
$26M -$217K 7 4.53% Reduced
2325
Red Door Wealth Management
Red Door Wealth Management
Tennessee
$26M +$1.65M 6 9.94% Increased