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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
GCMG
Gyroscope Capital Management Group
Florida
$22.8M +$4.44M 7 5.81% Increased
2327
SP
Saranac Partners
$22.8M +$12.7M 7 13.44% Increased
2328
Gavilan Investment Partners
Gavilan Investment Partners
California
$22.7M +$8.69M 1 11.73% Increased
2329
RMR Wealth Builders
RMR Wealth Builders
New Jersey
$22.7M +$2.95M 6 4.32% Increased
2330
Little House Capital
Little House Capital
Massachusetts
$22.7M +$617K 6 10.69% Increased
2331
BerganKDV Wealth Management
BerganKDV Wealth Management
Minnesota
$22.7M +$445K 16 2.34% Increased
2332
MIC
Maxi Investments CY
Cyprus
$22.7M +$3.97M 3 16.17% Increased
2333
Eisler Capital (US)
Eisler Capital (US)
New York
$22.6M +$21.1M 3 1.81% New
2334
Chronos Wealth Management
Chronos Wealth Management
Florida
$22.6M +$18.7K 3 16.99% Increased
2335
Security National Bank
Security National Bank
Nebraska
$22.6M -$804K 5 6.04% Reduced
2336
Grove Bank & Trust
Grove Bank & Trust
Florida
$22.6M +$218K 11 4.78% Increased
2337
O'Neil Global Advisors
O'Neil Global Advisors
California
$22.6M +$20M 2 11.67% New
2338
Confluence Wealth Services
Confluence Wealth Services
Pennsylvania
$22.6M +$1.01M 7 5.27% Increased
2339
RAM Investment Partners
RAM Investment Partners
Washington
$22.6M -$344K 5 12.17% Reduced
2340
Brick & Kyle Associates
Brick & Kyle Associates
Pennsylvania
$22.6M -$86.8K 4 12.94% Reduced
2341
Citizens & Northern Corp
Citizens & Northern Corp
Pennsylvania
$22.6M +$1.38M 5 8.81% Increased
2342
Stolper & Co
Stolper & Co
Oklahoma
$22.6M +$1.57M 5 9.68% Increased
2343
Mattern Wealth Management
Mattern Wealth Management
Kansas
$22.5M -$1.8M 5 7.47% Reduced
2344
WCM
Woodson Capital Management
Connecticut
$22.5M -$23.5M 1 3.48% Reduced
2345
LBC
Lawrence B. Cohen
$22.5M -$1.65M 4 15.11% Reduced
2346
Oakcliff Capital Partners
Oakcliff Capital Partners
New York
$22.5M +$1.16M 1 15.67% Increased
2347
Incline Global Management
Incline Global Management
New York
$22.5M +$9.48M 2 6.46% Increased
2348
CIC Wealth
CIC Wealth
Maryland
$22.5M +$69.8K 6 8.47% Increased
2349
Stelac Advisory Services
Stelac Advisory Services
New York
$22.4M +$825K 7 9.75% Increased
2350
Boundary Creek Advisors
Boundary Creek Advisors
New York
$22.4M -$4.65M 2 0.67% Reduced