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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
Glassy Mountain Advisors
Glassy Mountain Advisors
Maryland
$18.7M +$19.8M 4 10.31% New
2377
ECM
EMC Capital Management
Texas
$18.7M -$115K 6 16.8% Reduced
2378
Whitford Management
Whitford Management
New York
$18.7M +$20.1M 3 12.02% New
2379
Avory & Company
Avory & Company
Florida
$18.7M -$1.3M 1 15.01% Reduced
2380
Connable Office Inc
Connable Office Inc
Michigan
$18.7M +$143K 4 2.67% Increased
2381
IFG Advisory
IFG Advisory
Georgia
$18.7M -$3.2M 7 1.86% Reduced
2382
III
Independent Investors Inc
New York
$18.6M -$861K 6 5.19% Reduced
2383
Parkside Investments
Parkside Investments
Illinois
$18.6M -$23.1K 4 3.72% Reduced
2384
Newman Dignan & Sheerar Inc
Newman Dignan & Sheerar Inc
Rhode Island
$18.6M -$116K 6 6.16% Reduced
2385
Fort Point Capital Partners
Fort Point Capital Partners
California
$18.6M -$17.8K 7 2.9% Reduced
2386
Stableford Capital II
Stableford Capital II
Arizona
$18.6M +$2.93M 4 10.06% Increased
2387
AFT
Alpha Family Trust
California
$18.5M -$22.1M 6 16.71% Reduced
2388
Gordian Capital (Singapore)
Gordian Capital (Singapore)
Singapore
$18.5M +$517K 6 29.07% Increased
2389
BIMC
Benson Investment Management Company
Virginia
$18.4M -$1.52M 4 10.89% Reduced
2390
Confluence Wealth Services
Confluence Wealth Services
Pennsylvania
$18.4M +$316K 7 4.79% Increased
2391
Seaview Investment Managers
Seaview Investment Managers
Florida
$18.4M -$1.51M 3 7.36% Reduced
2392
Monarch Capital Management
Monarch Capital Management
Indiana
$18.4M -$464K 4 5.64% Reduced
2393
Warther Private Wealth
Warther Private Wealth
Ohio
$18.4M -$213K 5 13.76% Reduced
2394
HGCK
HPC Germany & Co KG
Germany
$18.4M $0 4 28.67% Maintained
2395
Redwood Grove Capital
Redwood Grove Capital
California
$18.3M $0 2 9.11% Maintained
2396
Seneca House Advisors
Seneca House Advisors
Virginia
$18.3M +$10.5M 5 10.13% Increased
2397
Periscope Capital
Periscope Capital
Ontario, Canada
$18.3M -$1.29M 2 0.79% Reduced
2398
Asio Capital
Asio Capital
Kentucky
$18.3M +$2.47M 4 5.28% Increased
2399
Signet Financial Management
Signet Financial Management
New Jersey
$18.3M -$200K 8 3.26% Reduced
2400
BE
Bonness Enterprises
District of Columbia
$18.3M $0 4 8.59% Maintained