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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
2326
Oak Grove Capital
Oak Grove Capital
New Hampshire
$25.9M +$1.19M 6 5.79% Increased
2327
Orca Investment Management
Orca Investment Management
Oregon
$25.9M -$121K 8 23.31% Reduced
2328
DFPG Investments
DFPG Investments
Utah
$25.9M +$4.76M 8 9.78% Increased
2329
Pavion Blue Capital
Pavion Blue Capital
California
$25.9M -$131K 5 15.52% Reduced
2330
SCM
Springhouse Capital Management
Connecticut
$25.8M +$15.9M 4 23.34% Increased
2331
Morris Capital Advisors
Morris Capital Advisors
Pennsylvania
$25.8M -$525K 6 19.51% Reduced
2332
Waycross Partners
Waycross Partners
Kentucky
$25.8M -$1.92M 4 13.72% Reduced
2333
MRCP
Manor Road Capital Partners
New York
$25.8M -$4.15M 1 18.95% Reduced
2334
Old Dominion Capital Management
Old Dominion Capital Management
Virginia
$25.8M -$64.8K 6 5.5% Reduced
2335
Csenge Advisory Group
Csenge Advisory Group
Florida
$25.8M +$6.92M 9 2.29% Increased
2336
Guinness Atkinson Asset Management
Guinness Atkinson Asset Management
California
$25.7M -$19.8K 5 11.4% Reduced
2337
Hollencrest Capital Management
Hollencrest Capital Management
California
$25.7M -$5.12M 8 2.35% Reduced
2338
Meristem Family Wealth
Meristem Family Wealth
Minnesota
$25.7M +$4.9M 7 4.04% Increased
2339
Cary Street Partners Asset Management
Cary Street Partners Asset Management
Virginia
$25.7M -$7.35M 8 6.13% Reduced
2340
Punch & Associates Investment Management
Punch & Associates Investment Management
Minnesota
$25.7M -$22.6K 2 1.45% Reduced
2341
Baldwin Investment Management
Baldwin Investment Management
Pennsylvania
$25.7M +$180K 7 4.37% Increased
2342
Inherent Group
Inherent Group
New York
$25.6M +$4.19M 1 2.36% Increased
2343
Bogart Wealth LLC
Bogart Wealth LLC
Virginia
$25.6M +$3.39M 11 2.8% Increased
2344
CAS
Cascadia Advisory Services
Oregon
$25.5M -$1.51M 6 5.51% Reduced
2345
Bridgewater Advisors
Bridgewater Advisors
New York
$25.5M +$7.87M 8 8.11% Increased
2346
ICICI Prudential Asset Management
ICICI Prudential Asset Management
India
$25.4M +$10.4M 3 9.57% Increased
2347
Iowa State Bank
Iowa State Bank
Iowa
$25.4M +$360K 5 7.13% Increased
2348
NatWest Group
NatWest Group
United Kingdom
$25.4M -$3.22M 4 13.12% Reduced
2349
Beck Bode LLC
Beck Bode LLC
Massachusetts
$25.4M +$9.7M 9 7.01% Increased
2350
Johanson Financial Advisors
Johanson Financial Advisors
California
$25.3M +$204K 5 8.56% Increased