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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
Jackson Hill Advisors
Jackson Hill Advisors
Texas
$35.4M -$1.53M 2 19.38% Reduced
2327
Once Capital Management
Once Capital Management
New York
$35.4M +$1.87M 3 16.17% Increased
2328
Berkshire Bank
Berkshire Bank
Massachusetts
$35.2M -$1.4M 6 8.58% Reduced
2329
Regatta Capital Group
Regatta Capital Group
California
$35.2M +$968K 6 6.82% Increased
2330
1834 Investment Advisors
1834 Investment Advisors
Wisconsin
$35.1M -$1.22M 6 4.53% Reduced
2331
Groupe des Assurances du Credit Mutuel
Groupe des Assurances du Credit Mutuel
France
$35.1M $0 1 10.07% Maintained
2332
Cutter & Co Brokerage
Cutter & Co Brokerage
Missouri
$35.1M +$8M 7 8.31% Increased
2333
Crystal Rock Capital Management
Crystal Rock Capital Management
Illinois
$35.1M +$1.24M 5 24% Increased
2334
Mezzasalma Advisors
Mezzasalma Advisors
New Jersey
$35.1M -$1.23M 5 12.13% Reduced
2335
JB Capital
JB Capital
Connecticut
$35.1M +$4.35M 8 1.93% Increased
2336
United Capital Management of KS
United Capital Management of KS
Kansas
$35M -$4.2M 4 7.24% Reduced
2337
Golden State Wealth Management
Golden State Wealth Management
California
$35M +$996K 18 5.21% Increased
2338
Capital Impact Advisors
Capital Impact Advisors
Massachusetts
$35M +$42M 3 13.41% New
2339
Golden State Equity Partners
Golden State Equity Partners
California
$35M -$515K 6 6.93% Reduced
2340
Alight Capital Management
Alight Capital Management
New York
$35M -$30.1M 7 16.2% Reduced
2341
Brady Family Wealth
Brady Family Wealth
Missouri
$35M -$368K 5 11.18% Reduced
2342
Guardian Wealth Advisors (North Carolina)
Guardian Wealth Advisors (North Carolina)
North Carolina
$34.9M +$1.48M 7 2.79% Increased
2343
Panview Capital
Panview Capital
Hong Kong
$34.8M +$2.52M 1 13.18% Increased
2344
Oarsman Capital
Oarsman Capital
Wisconsin
$34.8M +$77K 6 6.25% Increased
2345
Beech Hill Advisors
Beech Hill Advisors
New York
$34.8M -$747K 6 13.84% Reduced
2346
KAM
Kazazian Asset Management
Florida
$34.8M +$7.33M 7 28.27% Increased
2347
Platform Technology Partners
Platform Technology Partners
New York
$34.7M +$718K 7 10.12% Increased
2348
Bill Few Associates
Bill Few Associates
Pennsylvania
$34.7M +$8.87K 6 12.41% Increased
2349
Tyler-Stone Wealth Management
Tyler-Stone Wealth Management
Ohio
$34.7M +$1.4M 9 6.23% Increased
2350
Farmers National Bank
Farmers National Bank
Kentucky
$34.7M +$4.34M 6 9.8% Increased