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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
Oarsman Capital
Oarsman Capital
Wisconsin
$22M -$485K 6 10.28% Reduced
2377
Hourglass Capital
Hourglass Capital
Texas
$22M -$352K 7 7.93% Reduced
2378
AFT
Alpha Family Trust
California
$22M -$173K 5 17.39% Reduced
2379
Peachtree Investment Partners
Peachtree Investment Partners
Florida
$21.9M +$463K 4 13.71% Increased
2380
Metavasi Capital
Metavasi Capital
New York
$21.9M +$16M 6 16.34% Increased
2381
Baldwin Investment Management
Baldwin Investment Management
Pennsylvania
$21.9M -$422K 6 3.88% Reduced
2382
Oakview Capital Management
Oakview Capital Management
Texas
$21.9M -$184K 1 9.17% Reduced
2383
Ashford Capital Management
Ashford Capital Management
Delaware
$21.8M -$479K 6 3.27% Reduced
2384
Harrell Investment Partners
Harrell Investment Partners
Texas
$21.8M +$755K 4 7.77% Increased
2385
CCM
Conway Capital Management
California
$21.8M +$72.5K 4 17.9% Increased
2386
ECM
EMC Capital Management
Texas
$21.8M -$386K 6 18.31% Reduced
2387
IFG Advisory
IFG Advisory
Georgia
$21.8M +$140K 9 2.04% Increased
2388
McRae Capital Management
McRae Capital Management
New Jersey
$21.8M +$923K 4 6.26% Increased
2389
Monarch Capital Management
Monarch Capital Management
Indiana
$21.8M -$161K 4 6.68% Reduced
2390
Signet Financial Management
Signet Financial Management
New Jersey
$21.7M +$205K 7 3.66% Increased
2391
AP
Arlington Partners
Alabama
$21.7M +$2.19M 10 3.08% Increased
2392
Alliance Wealth Advisors (Utah)
Alliance Wealth Advisors (Utah)
Utah
$21.6M +$1.62M 7 8.71% Increased
2393
Sound Income Strategies
Sound Income Strategies
Florida
$21.6M +$1.63M 13 2.35% Increased
2394
FORA Capital
FORA Capital
Florida
$21.6M -$23M 4 2.16% Reduced
2395
Consolidated Planning Corp
Consolidated Planning Corp
Georgia
$21.6M +$945K 5 5.59% Increased
2396
Walleye Trading
Walleye Trading
New York
$21.6M -$192M 9 0.05% Reduced
2397
Focus Partners Advisor Solutions
Focus Partners Advisor Solutions
Missouri
$21.6M -$2.15M 6 1.39% Reduced
2398
Thomas White International
Thomas White International
Illinois
$21.5M +$1.61M 6 4.54% Increased
2399
Delta Financial Group
Delta Financial Group
New Jersey
$21.5M -$106K 6 8.44% Reduced
2400
Bell & Brown Wealth Advisors
Bell & Brown Wealth Advisors
California
$21.5M +$239K 6 11.45% Increased