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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
Magnus Financial Group
Magnus Financial Group
New York
$36.4M -$701K 7 4.09% Reduced
2377
Missouri Trust & Investment Company
Missouri Trust & Investment Company
Missouri
$36.4M +$345K 10 13.73% Increased
2378
Pekin Hardy Strauss
Pekin Hardy Strauss
Illinois
$36.4M -$649K 7 5% Reduced
2379
XTX Topco
XTX Topco
Cayman Islands
$36.4M +$21.2M 18 3.12% Increased
2380
PCMK
Paragon Capital Management (Kansas)
Kansas
$36.4M -$184K 5 19.62% Reduced
2381
United Capital Management of KS
United Capital Management of KS
Kansas
$36.3M -$4.87M 3 8.01% Reduced
2382
Infusive Asset Management
Infusive Asset Management
New York
$36.3M -$10.2M 2 14.66% Reduced
2383
Round Rock Advisors
Round Rock Advisors
Connecticut
$36.3M -$99.3K 7 8.84% Reduced
2384
Pinnbrook Capital Management
Pinnbrook Capital Management
New York
$36.2M -$13.5M 2 7.65% Reduced
2385
Northside Capital Management
Northside Capital Management
Oregon
$36.2M -$455K 5 6.23% Reduced
2386
Cantor Fitzgerald Investment Advisors
Cantor Fitzgerald Investment Advisors
New York
$36.2M -$4.71M 4 2.79% Reduced
2387
PAM
Pegasus Asset Management
New York
$36.2M +$791K 5 13.87% Increased
2388
Taconic Capital Advisors
Taconic Capital Advisors
New York
$36.2M +$33.4M 1 2.79% New
2389
Mitchell McLeod Pugh & Williams
Mitchell McLeod Pugh & Williams
Alabama
$36.1M +$86.7K 7 8.24% Increased
2390
Novo Holdings A/S
Novo Holdings A/S
Denmark
$36.1M $0 1 1.94% Maintained
2391
Patton Albertson Miller Group
Patton Albertson Miller Group
Tennessee
$36M +$4.19M 6 5.12% Increased
2392
Pinpoint Asset Management
Pinpoint Asset Management
Hong Kong
$36M +$5.51M 1 5.08% Increased
2393
Harrington Investments
Harrington Investments
California
$36M -$1.3M 5 20.44% Reduced
2394
SPC
Stony Point Capital
New York
$36M +$15.4M 3 9.25% Increased
2395
Herold Advisors
Herold Advisors
New York
$36M +$383K 7 8.33% Increased
2396
1776 Wealth
1776 Wealth
Georgia
$36M +$53.6K 5 16.2% Increased
2397
Rempart Asset Management
Rempart Asset Management
Canada
$36M -$1.76M 1 7.09% Reduced
2398
Riverstone Advisors
Riverstone Advisors
Texas
$35.9M +$77.1K 5 22.04% Increased
2399
Univest Financial
Univest Financial
Pennsylvania
$35.8M -$668K 4 9.95% Reduced
2400
Cincinnati Casualty Company
Cincinnati Casualty Company
Ohio
$35.8M $0 1 19.59% Maintained