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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
2351
Linden Rose Investment
Linden Rose Investment
Texas
$19.1M -$1.21M 2 51.19% Reduced
2352
Lorne Steinberg Wealth Management
Lorne Steinberg Wealth Management
Canada
$19M +$409K 5 8.18% Increased
2353
Oarsman Capital
Oarsman Capital
Wisconsin
$19M +$244K 6 9.72% Increased
2354
Univest Financial
Univest Financial
Pennsylvania
$19M -$1.52M 3 5.99% Reduced
2355
OCMI
Oaktop Capital Management II
New Jersey
$19M $0 1 3.39% Maintained
2356
Regatta Capital Group
Regatta Capital Group
California
$19M +$7.7M 6 6.75% Increased
2357
Prestige Wealth Management Group
Prestige Wealth Management Group
New Jersey
$18.9M +$5.26M 18 4.94% Increased
2358
Hillman Capital Management
Hillman Capital Management
Maryland
$18.9M -$859K 4 7.44% Reduced
2359
Baldwin Investment Management
Baldwin Investment Management
Pennsylvania
$18.9M +$355K 6 3.42% Increased
2360
Brick & Kyle Associates
Brick & Kyle Associates
Pennsylvania
$18.9M -$130K 4 11% Reduced
2361
UID
Union Investments & Development
Israel
$18.9M -$16.2M 4 11.09% Reduced
2362
Sage Capital Advisors
Sage Capital Advisors
South Dakota
$18.9M +$962K 4 8.33% Increased
2363
StoneX Group
StoneX Group
New York
$18.9M +$344K 9 2.24% Increased
2364
Winslow Asset Management
Winslow Asset Management
Ohio
$18.9M +$364K 4 4.47% Increased
2365
Chronos Wealth Management
Chronos Wealth Management
Florida
$18.9M +$51.6K 3 14.89% Increased
2366
Grove Bank & Trust
Grove Bank & Trust
Florida
$18.8M -$1.45M 9 4.16% Reduced
2367
Financial Engines Advisors
Financial Engines Advisors
California
$18.8M +$2.43M 6 0.05% Increased
2368
Little House Capital
Little House Capital
Massachusetts
$18.8M -$755K 6 9.32% Reduced
2369
BerganKDV Wealth Management
BerganKDV Wealth Management
Minnesota
$18.8M -$220K 19 2.04% Reduced
2370
Selway Asset Management
Selway Asset Management
$18.8M +$1.02M 5 9.94% Increased
2371
CoreCap Advisors
CoreCap Advisors
Michigan
$18.8M +$2.42M 25 1.34% Increased
2372
Stolper & Co
Stolper & Co
Oklahoma
$18.8M +$531K 4 8.24% Increased
2373
BlueDrive Global Investors
BlueDrive Global Investors
United Kingdom
$18.8M -$1.42M 2 29.82% Reduced
2374
Oakview Capital Management
Oakview Capital Management
Texas
$18.8M +$4.58M 1 8.03% Increased
2375
CIC Wealth
CIC Wealth
Maryland
$18.7M +$19.8M 6 7.73% New