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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
Crystal Rock Capital Management
Crystal Rock Capital Management
Illinois
$52M -$1.35M 5 27.5% Reduced
2352
Atika Capital Management
Atika Capital Management
New York
$51.9M -$168M 4 5.46% Reduced
2353
Kelleher Financial Advisors
Kelleher Financial Advisors
New York
$51.9M +$596K 12 11.9% Increased
2354
Cane Capital Partners
Cane Capital Partners
Louisiana
$51.8M +$50.9M 8 20.37% New
2355
CCAM
Codex Capital Asset Management
Texas
$51.8M -$1.47M 4 18.82% Reduced
2356
Cabot Wealth Management
Cabot Wealth Management
Massachusetts
$51.7M -$2.39M 5 5.72% Reduced
2357
7G Capital Management
7G Capital Management
New York
$51.6M $0 1 32.11% Maintained
2358
Bill Few Associates
Bill Few Associates
Pennsylvania
$51.6M +$744K 6 12.69% Increased
2359
Alpha Omega Wealth Management
Alpha Omega Wealth Management
Virginia
$51.6M -$964K 6 8.56% Reduced
2360
LJHT
Laurie J. Hall Trustee
$51.6M -$2.62M 5 17.14% Reduced
2361
RDA Financial Network
RDA Financial Network
Iowa
$51.6M -$634K 8 12.42% Reduced
2362
HeadInvest LLC
HeadInvest LLC
Maine
$51.5M +$3.84M 6 10.25% Increased
2363
Kestra Investment Management
Kestra Investment Management
Texas
$51.5M +$1.42M 13 1.26% Increased
2364
PWP
Pursue Wealth Partners
California
$51.5M +$13.3M 9 25.05% Increased
2365
Missouri Trust & Investment Company
Missouri Trust & Investment Company
Missouri
$51.4M +$682K 11 15.09% Increased
2366
JT Stratford LLC
JT Stratford LLC
Georgia
$51.4M -$334K 7 6.59% Reduced
2367
Jupiter Wealth Management
Jupiter Wealth Management
Colorado
$51.3M +$2.33M 4 22.86% Increased
2368
Tradition Wealth Management
Tradition Wealth Management
Minnesota
$51.3M +$2.44M 8 3.68% Increased
2369
Harmony Asset Management
Harmony Asset Management
Arizona
$51.3M +$3.5M 6 17.2% Increased
2370
Nordwand Advisors
Nordwand Advisors
Pennsylvania
$51.1M +$514K 6 8.93% Increased
2371
NVWM LLC
NVWM LLC
Pennsylvania
$51.1M +$411K 12 11.12% Increased
2372
LFCM
Long Focus Capital Management
Puerto Rico
$51.1M +$48.8M 2 1.34% Increased
2373
Field & Main Bank
Field & Main Bank
Kentucky
$51M +$237K 7 14.69% Increased
2374
Blackhill Capital
Blackhill Capital
New Jersey
$50.9M $0 4 2.62% Maintained
2375
Harrell Investment Partners
Harrell Investment Partners
Texas
$50.8M +$228K 6 11.99% Increased