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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
Lathrop Investment Management
Lathrop Investment Management
Arkansas
$49.6M -$1.14M 6 9.01% Reduced
2402
ZEGA Investments
ZEGA Investments
Florida
$49.6M +$5.56M 7 5.85% Increased
2403
Diversified Enterprises
Diversified Enterprises
Delaware
$49.6M +$16.5M 7 2.95% Increased
2404
Westmount Partners
Westmount Partners
California
$49.5M +$2.3M 6 12.34% Increased
2405
Oberweis Asset Management
Oberweis Asset Management
Illinois
$49.5M +$7.19M 6 1.81% Increased
2406
Graves Light Lenhart Wealth
Graves Light Lenhart Wealth
Virginia
$49.3M -$1.58M 6 5.23% Reduced
2407
Once Capital Management
Once Capital Management
New York
$49.3M $0 3 10.11% Maintained
2408
Inlet Private Wealth
Inlet Private Wealth
Florida
$49.2M -$2.75M 7 11.42% Reduced
2409
Nicholas Investment Partners
Nicholas Investment Partners
California
$49.2M +$956K 6 3.59% Increased
2410
Basecamp Wealth Advisors
Basecamp Wealth Advisors
Washington
$49.1M +$49M 18 10.45% New
2411
LWMM
Legacy Wealth Management (Mississippi)
Mississippi
$49M +$5.33M 5 13.08% Increased
2412
Udine Wealth Management
Udine Wealth Management
Florida
$49M +$1.73M 4 23.14% Increased
2413
Riverstone Advisors
Riverstone Advisors
Texas
$48.9M -$1.27M 5 23.06% Reduced
2414
Hardy Reed
Hardy Reed
Mississippi
$48.9M -$316K 6 3.49% Reduced
2415
NorthStar Asset Management (Massachusetts)
NorthStar Asset Management (Massachusetts)
Massachusetts
$48.8M -$527K 4 12.6% Reduced
2416
Sierra Capital
Sierra Capital
Florida
$48.7M +$926K 6 5.15% Increased
2417
11 Capital Partners
11 Capital Partners
Connecticut
$48.6M +$6.79M 2 13.36% Increased
2418
Agate Pass Investment Management
Agate Pass Investment Management
Washington
$48.5M +$1.12M 6 18.02% Increased
2419
Elevatus Welath Management
Elevatus Welath Management
New York
$48.5M +$5.09M 6 13.26% Increased
2420
Affinity Wealth Management
Affinity Wealth Management
Delaware
$48.4M +$416K 7 6.88% Increased
2421
Peachtree Investment Partners
Peachtree Investment Partners
Florida
$48.3M -$602K 5 16.04% Reduced
2422
Paragon Private Wealth Management
Paragon Private Wealth Management
Kentucky
$48.3M +$7.82M 7 14.83% Increased
2423
JB Capital
JB Capital
Connecticut
$48.3M -$1.05M 7 1.97% Reduced
2424
NAH
Neumann Advisory (HK)
Hong Kong
$48.2M +$8.54M 1 12.77% Increased
2425
Argentarii
Argentarii
Ohio
$48.2M +$8.17M 7 15.71% Increased