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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
Bill Few Associates
Bill Few Associates
Pennsylvania
$32.8M +$662K 6 13.3% Increased
2402
Enterprise Bank & Trust
Enterprise Bank & Trust
Massachusetts
$32.8M -$1.35M 6 11.25% Reduced
2403
Consolidated Planning Corp
Consolidated Planning Corp
Georgia
$32.7M -$2.13M 5 5.59% Reduced
2404
Old Point Trust & Financial Services N A
Old Point Trust & Financial Services N A
Virginia
$32.7M +$1.4M 11 11.89% Increased
2405
Blume Capital Management
Blume Capital Management
California
$32.7M -$1.59M 8 7.89% Reduced
2406
Cabot Wealth Management
Cabot Wealth Management
Massachusetts
$32.6M -$2.34M 6 4.27% Reduced
2407
Patriot Financial Group Insurance Agency
Patriot Financial Group Insurance Agency
Massachusetts
$32.6M +$2.11M 9 5.18% Increased
2408
Benin Management Corp
Benin Management Corp
Connecticut
$32.6M +$293K 6 10.31% Increased
2409
Murchinson
Murchinson
Ontario, Canada
$32.6M +$6.95M 4 2.75% Increased
2410
Pale Fire Capital SE
Pale Fire Capital SE
Czech Republic
$32.6M +$5.86M 1 4.54% Increased
2411
Unio Capital
Unio Capital
New Jersey
$32.5M +$664K 3 14.3% Increased
2412
Affinity Wealth Management
Affinity Wealth Management
Delaware
$32.5M -$279K 5 6.02% Reduced
2413
AlphaStar Capital Management
AlphaStar Capital Management
North Carolina
$32.5M +$6.02M 8 3.33% Increased
2414
Long Walk Management
Long Walk Management
Connecticut
$32.5M +$5.11M 2 16.2% Increased
2415
Intact Investment Management
Intact Investment Management
Quebec, Canada
$32.4M -$751K 6 1.28% Reduced
2416
Hood River Capital Management
Hood River Capital Management
Florida
$32.3M +$4.57M 1 0.72% Increased
2417
Skylands Capital
Skylands Capital
Wisconsin
$32.3M +$1.91M 4 4.46% Increased
2418
Monolith Management
Monolith Management
Hong Kong
$32.3M -$23.8M 1 12.82% Reduced
2419
Moser Wealth Advisors
Moser Wealth Advisors
Washington
$32.3M +$1.13M 8 17.97% Increased
2420
Kiltearn Partners
Kiltearn Partners
United Kingdom
$32.2M -$5.68M 1 2.98% Reduced
2421
Stelac Advisory Services
Stelac Advisory Services
New York
$32.2M +$4.26M 6 15.11% Increased
2422
Avidian Wealth Enterprises
Avidian Wealth Enterprises
Texas
$32.2M +$3.01M 8 1.56% Increased
2423
Winton Group
Winton Group
United Kingdom
$32.2M -$23.3M 10 2.27% Reduced
2424
Quotient Wealth Partners
Quotient Wealth Partners
Texas
$32.1M -$3.81M 7 1.15% Reduced
2425
Advisor OS
Advisor OS
Illinois
$32.1M +$1.93M 7 3.69% Increased