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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
Unio Capital
Unio Capital
New Jersey
$34.6M -$487K 3 14.01% Reduced
2402
Winslow Asset Management
Winslow Asset Management
Ohio
$34.6M -$193K 5 6.4% Reduced
2403
Quinn Opportunity Partners
Quinn Opportunity Partners
Virginia
$34.6M +$7.88M 7 3.34% Increased
2404
WCM
Woodson Capital Management
Connecticut
$34.5M +$2.88M 2 6.75% Increased
2405
Kerrisdale Advisers
Kerrisdale Advisers
Florida
$34.5M -$213K 4 11.72% Reduced
2406
Cincinnati Casualty Company
Cincinnati Casualty Company
Ohio
$34.4M $0 1 19.4% Maintained
2407
Brown, Lisle/Cummings
Brown, Lisle/Cummings
Rhode Island
$34.4M +$1.15M 11 10.45% Increased
2408
Perennial Investment Advisors
Perennial Investment Advisors
California
$34.4M -$83.7K 7 4.45% Reduced
2409
Tradition Wealth Management
Tradition Wealth Management
Minnesota
$34.3M +$636K 7 3.06% Increased
2410
Geneva Partners
Geneva Partners
Wisconsin
$34.3M +$362K 4 14.85% Increased
2411
Newman Dignan & Sheerar Inc
Newman Dignan & Sheerar Inc
Rhode Island
$34.3M +$488K 6 8.21% Increased
2412
Ables Iannone Moore & Associates
Ables Iannone Moore & Associates
Georgia
$34.3M -$778K 6 22.16% Reduced
2413
Consilio Wealth Advisors
Consilio Wealth Advisors
Washington
$34.3M +$1.07M 6 14.13% Increased
2414
Blue Investment Partners
Blue Investment Partners
California
$34.2M +$2.1M 5 14.11% Increased
2415
Signet Financial Management
Signet Financial Management
New Jersey
$34.2M +$193K 7 4.36% Increased
2416
Highbridge Capital Management
Highbridge Capital Management
New York
$34.2M +$13.2M 2 1.1% Increased
2417
Roanoke Asset Management
Roanoke Asset Management
New Jersey
$34.2M +$282K 5 10.75% Increased
2418
Tyler-Stone Wealth Management
Tyler-Stone Wealth Management
Ohio
$34.2M +$18.1M 8 6.45% Increased
2419
Ellevest Inc
Ellevest Inc
New York
$34.1M +$1.18M 9 1.89% Increased
2420
Thurston Springer Miller Herd & Titak
Thurston Springer Miller Herd & Titak
Indiana
$34.1M +$2.26M 16 9.4% Increased
2421
LVW Advisors
LVW Advisors
New York
$34.1M +$1.45M 7 4.34% Increased
2422
Hourglass Capital
Hourglass Capital
Texas
$34.1M -$792K 6 9.5% Reduced
2423
Sphera Funds Management
Sphera Funds Management
Israel
$34.1M +$975K 2 5.42% Increased
2424
Court Place Advisors
Court Place Advisors
Maryland
$34M -$361K 5 9.93% Reduced
2425
Bell & Brown Wealth Advisors
Bell & Brown Wealth Advisors
California
$34M +$14K 6 13.29% Increased