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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
Tradewinds LLC
Tradewinds LLC
North Carolina
$50.8M -$3.43M 7 12.13% Reduced
2377
S.E.E.D. Planning Group
S.E.E.D. Planning Group
New York
$50.8M -$1.28M 5 14.48% Reduced
2378
Cherry Creek Investment Advisors
Cherry Creek Investment Advisors
Colorado
$50.8M -$287K 8 21.71% Reduced
2379
M. Kulyk & Associates
M. Kulyk & Associates
Georgia
$50.7M +$722K 6 9.69% Increased
2380
Cardiff Park Advisors
Cardiff Park Advisors
California
$50.7M -$352K 9 4.16% Reduced
2381
Bond Capital Management
Bond Capital Management
California
$50.6M +$71.7M 1 43.12% New
2382
TownSquare Capital
TownSquare Capital
Utah
$50.6M -$17.8M 7 11.34% Reduced
2383
Wellspring Financial Advisors
Wellspring Financial Advisors
Ohio
$50.6M +$27.6M 8 4% Increased
2384
Nikulski Financial
Nikulski Financial
Iowa
$50.5M +$2.96M 5 12.08% Increased
2385
Isthmus Partners
Isthmus Partners
Wisconsin
$50.4M -$1.31M 5 5.6% Reduced
2386
Sone Capital Management
Sone Capital Management
New York
$50.4M +$101K 3 4.09% Increased
2387
LRZ Capital
LRZ Capital
Florida
$50.4M +$50M 3 22.75% New
2388
Titleist Asset Management
Titleist Asset Management
Texas
$50.3M +$4.09M 12 4.06% Increased
2389
Mission Creek Capital Partners
Mission Creek Capital Partners
California
$50.3M +$4.45M 7 10.16% Increased
2390
Mitchell McLeod Pugh & Williams
Mitchell McLeod Pugh & Williams
Alabama
$50.3M +$8.06M 8 7.18% Increased
2391
Sax Wealth Advisors
Sax Wealth Advisors
New Jersey
$50.3M +$7.33M 7 2.36% Increased
2392
AAM
AR Asset Management
California
$50.2M $0 5 10.25% Maintained
2393
Jackson Hill Advisors
Jackson Hill Advisors
Texas
$50.1M +$586K 2 23.25% Increased
2394
DGS Capital Management
DGS Capital Management
New Jersey
$50M +$6.12M 11 8.55% Increased
2395
SC
Sawyer & Company
Massachusetts
$50M +$407K 6 17.68% Increased
2396
HCM
Harspring Capital Management
New York
$49.9M $0 2 18.51% Maintained
2397
Glassy Mountain Advisors
Glassy Mountain Advisors
Maryland
$49.9M -$917K 5 15.08% Reduced
2398
Torray Investment Partners
Torray Investment Partners
Maryland
$49.9M -$2.23M 4 7.14% Reduced
2399
Trust Point Inc
Trust Point Inc
Wisconsin
$49.8M -$780K 6 3.93% Reduced
2400
Frisch Financial Group
Frisch Financial Group
New York
$49.8M +$248K 6 11.15% Increased