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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
2376
Evolutionary Tree Capital Management
Evolutionary Tree Capital Management
Virginia
$28.5M +$5.52M 4 13.66% Increased
2377
Glassman Wealth Services
Glassman Wealth Services
Virginia
$28.4M +$35.1K 25 5.23% Increased
2378
Barrier Capital Management
Barrier Capital Management
California
$28.4M +$27.8M 2 24.1% New
2379
VisionPoint Advisory Group
VisionPoint Advisory Group
Texas
$28.4M -$2.88M 6 12.43% Reduced
2380
ECM
EMC Capital Management
Texas
$28.4M -$1.34M 5 15.28% Reduced
2381
Patton Albertson Miller Group
Patton Albertson Miller Group
Tennessee
$28.4M -$140K 7 4.59% Reduced
2382
Paradigm Financial Advisors
Paradigm Financial Advisors
Missouri
$28.4M +$5.1K 6 6.27% Increased
2383
Alta Fox Capital Management
Alta Fox Capital Management
Texas
$28.4M +$28.4M 2 14.48% New
2384
Argyle Capital Management
Argyle Capital Management
Pennsylvania
$28.3M -$231K 7 8.84% Reduced
2385
Keebeck Wealth Management
Keebeck Wealth Management
Illinois
$28.3M +$530K 6 5.05% Increased
2386
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne
Poland
$28.3M $0 1 8.53% Maintained
2387
NBW Capital
NBW Capital
Massachusetts
$28.3M -$504K 2 6.29% Reduced
2388
Mitchell McLeod Pugh & Williams
Mitchell McLeod Pugh & Williams
Alabama
$28.2M +$295K 10 9.32% Increased
2389
Goodman Advisory Group
Goodman Advisory Group
Massachusetts
$28.2M +$28.4M 5 9.5% New
2390
MIC
Maxi Investments CY
Cyprus
$28.1M +$31.9M 2 15.04% New
2391
RiverFront Investment Group
RiverFront Investment Group
Virginia
$28.1M +$1.18M 1 0.87% Increased
2392
Graypoint LLC
Graypoint LLC
New York
$28.1M +$3.56M 8 2.94% Increased
2393
Linden Rose Investment
Linden Rose Investment
Texas
$28M +$22.6M 2 52.19% Increased
2394
SP
Solel Partners
Massachusetts
$28M $0 1 6.02% Maintained
2395
Procyon Advisors
Procyon Advisors
Connecticut
$28M +$4.3M 7 5.97% Increased
2396
Southport Capital Management
Southport Capital Management
Tennessee
$28M +$14.1M 7 4.92% Increased
2397
Audent Global Asset Management
Audent Global Asset Management
California
$27.9M +$27.7M 3 11.69% New
2398
Parkside Investments
Parkside Investments
Illinois
$27.9M +$1.32M 4 5.38% Increased
2399
Angeles Investment Advisors
Angeles Investment Advisors
California
$27.9M +$876K 4 1.39% Increased
2400
Rings Capital Management
Rings Capital Management
Illinois
$27.9M $0 1 11.46% Maintained