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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
Game Creek Capital
Game Creek Capital
Massachusetts
$27.9M +$5.56M 6 17.28% Increased
2302
One01 Capital
One01 Capital
California
$27.8M +$12.5M 5 33.84% Increased
2303
Seven Post Investment Office
Seven Post Investment Office
California
$27.8M +$24.9M 4 7.68% Increased
2304
Mattern Wealth Management
Mattern Wealth Management
Kansas
$27.7M +$1.3M 5 8.13% Increased
2305
Blume Capital Management
Blume Capital Management
California
$27.7M -$2.03M 9 8.21% Reduced
2306
Kapitalo Investimentos
Kapitalo Investimentos
Brazil
$27.7M +$26M 10 3.77% Increased
2307
St. Clair Advisors
St. Clair Advisors
Ohio
$27.7M +$578K 5 10.93% Increased
2308
Jessup Wealth Management
Jessup Wealth Management
Ohio
$27.7M -$8.44M 3 15.94% Reduced
2309
Radnor Capital Management
Radnor Capital Management
Pennsylvania
$27.6M +$19.6M 9 5.49% Increased
2310
Taika Capital
Taika Capital
Florida
$27.6M +$15.4M 4 13.07% Increased
2311
Liberty One Investment Management
Liberty One Investment Management
Illinois
$27.6M +$426K 9 3.99% Increased
2312
L2 Asset Management
L2 Asset Management
Massachusetts
$27.5M -$19.1M 8 12.94% Reduced
2313
Golden State Equity Partners
Golden State Equity Partners
California
$27.5M +$1.14M 6 7.66% Increased
2314
Harbour Investment Management
Harbour Investment Management
Washington
$27.5M -$375K 4 15.68% Reduced
2315
Sound Income Strategies
Sound Income Strategies
Florida
$27.4M +$1.81M 18 2.32% Increased
2316
Fifth Third Wealth Advisors
Fifth Third Wealth Advisors
Ohio
$27.4M +$9.23M 5 11.06% Increased
2317
APSI
Asset Planning Services Inc
Louisiana
$27.4M +$88.2K 3 17.98% Increased
2318
CCM
Conway Capital Management
California
$27.4M +$725K 4 19.99% Increased
2319
MIG Capital
MIG Capital
California
$27.3M $0 1 5.06% Maintained
2320
SFE Investment Counsel
SFE Investment Counsel
California
$27.3M -$514K 5 7.95% Reduced
2321
Mendel Money Management
Mendel Money Management
Illinois
$27.3M +$652K 7 14.65% Increased
2322
Haverford Financial Services
Haverford Financial Services
Pennsylvania
$27.3M -$76.6K 2 8.8% Reduced
2323
Delta Financial Group
Delta Financial Group
New Jersey
$27.3M +$20.5M 6 9.43% Increased
2324
Parkside Investments
Parkside Investments
Illinois
$27.3M +$1M 4 5.01% Increased
2325
Baker Ellis Asset Management
Baker Ellis Asset Management
Washington
$27.3M -$4.75M 5 4.9% Reduced