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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
2401
Ameritas Investment Company
Ameritas Investment Company
Nebraska
$16.2M -$4.4M 9 4.67% Reduced
2402
tru Independence
tru Independence
Oregon
$16.2M -$3.93M 16 2.34% Reduced
2403
Cinctive Capital Management
Cinctive Capital Management
New York
$16.1M +$4.57M 3 1.85% Increased
2404
SC
Sawyer & Company
Massachusetts
$16.1M -$419K 7 9.98% Reduced
2405
Stratos Wealth Advisors
Stratos Wealth Advisors
Ohio
$16.1M +$5.97M 9 4.94% Increased
2406
Cipher Capital
Cipher Capital
New York
$16.1M +$8.24M 2 2.55% Increased
2407
Aequim Alternative Investments
Aequim Alternative Investments
California
$16.1M +$963K 1 2.44% Increased
2408
Investment Research & Advisory Group
Investment Research & Advisory Group
Georgia
$16.1M +$289K 5 14.47% Increased
2409
Montecito Bank & Trust
Montecito Bank & Trust
California
$16.1M +$978K 6 4.41% Increased
2410
WBH Advisory
WBH Advisory
Maryland
$16.1M +$407K 7 3.89% Increased
2411
LCM
Lionstone Capital Management
New York
$16M +$561K 1 6.8% Increased
2412
SAM
Security Asset Management
New York
$16M -$871K 4 9.9% Reduced
2413
Paragon Capital Management (Colorado)
Paragon Capital Management (Colorado)
Colorado
$16M -$3.26K 2 6.94% Reduced
2414
Eudaimonia Partners
Eudaimonia Partners
Tennessee
$16M +$4.13M 11 6.07% Increased
2415
Stanley-Laman Group
Stanley-Laman Group
Pennsylvania
$16M +$1.39M 3 3.85% Increased
2416
Mount Vernon Associates
Mount Vernon Associates
Maryland
$16M -$163K 4 20.66% Reduced
2417
JGP Wealth Management
JGP Wealth Management
Oregon
$16M +$221K 5 4.7% Increased
2418
Abbot Financial Management
Abbot Financial Management
Massachusetts
$16M -$197K 5 10.99% Reduced
2419
Mattern Wealth Management
Mattern Wealth Management
Kansas
$16M +$581K 3 7.76% Increased
2420
Shelter Mutual Insurance
Shelter Mutual Insurance
Missouri
$15.9M -$2.41M 2 5.95% Reduced
2421
Lisanti Capital Growth
Lisanti Capital Growth
New York
$15.9M +$7.83M 2 3.25% Increased
2422
BCM
Bayesian Capital Management
New York
$15.9M +$10.5M 10 3.5% Increased
2423
First Bankers Trust
First Bankers Trust
Kentucky
$15.8M -$66.8K 6 7.09% Reduced
2424
Choreo LLC
Choreo LLC
Illinois
$15.8M -$863K 7 1.53% Reduced
2425
Quantitative Systematic Strategies
Quantitative Systematic Strategies
Florida
$15.8M +$6.34M 9 3.12% Increased