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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
Pine Ridge Advisers
Pine Ridge Advisers
New York
$26.6M -$1.07M 4 5.62% Reduced
2352
Brady Family Wealth
Brady Family Wealth
Missouri
$26.5M +$2.46M 4 10.26% Increased
2353
Chronos Wealth Management
Chronos Wealth Management
Florida
$26.5M +$57.2K 3 18.53% Increased
2354
Gordian Capital (Singapore)
Gordian Capital (Singapore)
Singapore
$26.5M +$6.24M 6 28.54% Increased
2355
Aperture Investors
Aperture Investors
New York
$26.5M +$7.16M 4 4.2% Increased
2356
Warther Private Wealth
Warther Private Wealth
Ohio
$26.4M -$1.06M 4 17.56% Reduced
2357
Kozak & Associates
Kozak & Associates
Colorado
$26.4M +$6.25M 9 9.67% Increased
2358
GPC
Guardian Point Capital
Virginia
$26.4M $0 1 16.02% Maintained
2359
Goldstream Capital Management
Goldstream Capital Management
Hong Kong
$26.3M +$738K 3 20.74% Increased
2360
Mitchell McLeod Pugh & Williams
Mitchell McLeod Pugh & Williams
Alabama
$26.3M +$96.2K 8 7.75% Increased
2361
Platform Technology Partners
Platform Technology Partners
New York
$26.3M +$399K 9 12.31% Increased
2362
KLCM
KG&L Capital Management
Louisiana
$26.3M +$1.14M 6 12.68% Increased
2363
PCMK
Paragon Capital Management (Kansas)
Kansas
$26.2M -$266K 4 15.42% Reduced
2364
Citizens & Northern Corp
Citizens & Northern Corp
Pennsylvania
$26.2M -$407K 5 10.53% Reduced
2365
Oarsman Capital
Oarsman Capital
Wisconsin
$26.2M +$231K 6 10.95% Increased
2366
Univest Financial
Univest Financial
Pennsylvania
$26.2M -$5.02M 3 8.75% Reduced
2367
Rings Capital Management
Rings Capital Management
Illinois
$26.2M $0 1 23.89% Maintained
2368
Court Place Advisors
Court Place Advisors
Maryland
$26.2M -$237K 5 9.3% Reduced
2369
NatWest Group
NatWest Group
United Kingdom
$26.2M +$213K 4 13.65% Increased
2370
Consolidated Planning Corp
Consolidated Planning Corp
Georgia
$26.1M -$363K 4 5.77% Reduced
2371
Long Walk Management
Long Walk Management
Connecticut
$26M -$3.75M 2 19.24% Reduced
2372
Daily Journal Corp
Daily Journal Corp
California
$26M $0 1 16.4% Maintained
2373
Palo Alto Wealth Advisors
Palo Alto Wealth Advisors
California
$26M -$3.32M 5 21.71% Reduced
2374
Brick & Kyle Associates
Brick & Kyle Associates
Pennsylvania
$26M -$769K 4 13.8% Reduced
2375
M Holdings Securities
M Holdings Securities
Oregon
$26M +$1.01M 4 3.43% Increased