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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
2426
Cota Capital Management
Cota Capital Management
California
$21.1M -$1.75M 1 11.39% Reduced
2427
6CM
683 Capital Management
New York
$21.1M +$14.1M 1 1.57% Increased
2428
Aubrey Capital Management
Aubrey Capital Management
United Kingdom
$21M +$20.5M 2 12.21% Increased
2429
Marshall & Sullivan
Marshall & Sullivan
Washington
$21M +$1.15M 4 12.73% Increased
2430
Perennial Investment Advisors
Perennial Investment Advisors
California
$21M +$3.54M 8 3.91% Increased
2431
Lighthouse Investment Partners
Lighthouse Investment Partners
Florida
$21M +$13.4M 5 1.4% Increased
2432
WealthPlan Investment Management
WealthPlan Investment Management
Nebraska
$21M -$19.1M 8 3.61% Reduced
2433
DI
Diligent Investors
California
$21M +$55.7K 5 6.48% Increased
2434
Aspen Grove Capital
Aspen Grove Capital
Colorado
$21M +$1.32M 10 9.17% Increased
2435
Citizens Business Bank
Citizens Business Bank
California
$21M -$352K 3 4.83% Reduced
2436
Bridge Creek Capital Management
Bridge Creek Capital Management
Massachusetts
$20.9M +$818K 6 7.86% Increased
2437
BSW Wealth Partners
BSW Wealth Partners
Colorado
$20.9M +$618K 9 4.29% Increased
2438
L.M. Kohn & Company
L.M. Kohn & Company
Ohio
$20.9M -$1.85M 6 8.67% Reduced
2439
Benin Management Corp
Benin Management Corp
Connecticut
$20.9M -$280K 6 7.93% Reduced
2440
HCM
Horrell Capital Management
Arkansas
$20.9M +$1.03M 9 6.53% Increased
2441
Tiemann Investment Advisors
Tiemann Investment Advisors
California
$20.9M -$291K 7 11.41% Reduced
2442
Brady Family Wealth
Brady Family Wealth
Missouri
$20.9M +$58K 4 8.24% Increased
2443
Waverly Advisors
Waverly Advisors
Alabama
$20.9M +$1.66M 7 1.09% Increased
2444
STC
Sarah T. Connolly
$20.8M +$691K 6 13.21% Increased
2445
Resonate Capital
Resonate Capital
California
$20.8M -$2.25M 5 33.73% Reduced
2446
Benjamin Edwards Inc
Benjamin Edwards Inc
Missouri
$20.8M +$2.2M 11 5.08% Increased
2447
GPC
Guardian Point Capital
Virginia
$20.8M -$19.3M 1 17.15% Reduced
2448
M. Kulyk & Associates
M. Kulyk & Associates
Georgia
$20.8M +$761K 5 6.3% Increased
2449
PDS Planning
PDS Planning
Ohio
$20.8M +$5.86M 7 2.86% Increased
2450
Oak Harvest Investment Services
Oak Harvest Investment Services
Texas
$20.8M +$557K 4 4.78% Increased