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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
Grafton Street Partners
Grafton Street Partners
Florida
$34M $0 4 26.98% Maintained
2427
Evolution Wealth Advisors
Evolution Wealth Advisors
Florida
$34M -$1.9M 5 6.1% Reduced
2428
M. Kulyk & Associates
M. Kulyk & Associates
Georgia
$34M +$506K 6 6.83% Increased
2429
Citizens & Northern Corp
Citizens & Northern Corp
Pennsylvania
$33.9M +$988K 5 10.19% Increased
2430
Kestra Investment Management
Kestra Investment Management
Texas
$33.9M +$7.97M 10 1.46% Increased
2431
JT Stratford LLC
JT Stratford LLC
Georgia
$33.9M +$1.05M 6 5.79% Increased
2432
Old Second National Bank of Aurora
Old Second National Bank of Aurora
Illinois
$33.9M -$229K 9 8.18% Reduced
2433
AAM
AR Asset Management
California
$33.9M +$624K 5 7.53% Increased
2434
PAM
Pegasus Asset Management
New York
$33.8M -$551K 5 12.91% Reduced
2435
Mendel Money Management
Mendel Money Management
Illinois
$33.8M -$527K 6 14.61% Reduced
2436
Teza Capital Management
Teza Capital Management
Illinois
$33.8M +$5.97M 10 3.71% Increased
2437
Consolidated Planning Corp
Consolidated Planning Corp
Georgia
$33.7M +$5.78M 5 5.02% Increased
2438
Atom Investors
Atom Investors
Texas
$33.7M +$11.4M 8 3.53% Increased
2439
Dark Forest Capital Management
Dark Forest Capital Management
Puerto Rico
$33.7M -$26.9M 10 4.31% Reduced
2440
Wills Financial Group
Wills Financial Group
Virginia
$33.6M +$242K 4 14.11% Increased
2441
3G Capital Partners
3G Capital Partners
New York
$33.5M +$8.21M 1 11.31% Increased
2442
BCM
Bayesian Capital Management
New York
$33.4M +$2.49M 14 3.92% Increased
2443
Blue Edge Capital
Blue Edge Capital
Virginia
$33.3M +$187K 6 5.19% Increased
2444
Riverstone Advisors
Riverstone Advisors
Texas
$33.3M -$394K 5 19.38% Reduced
2445
III
Independent Investors Inc
New York
$33.3M $0 6 6.75% Maintained
2446
Svenska Handelsbanken
Svenska Handelsbanken
Sweden
$33.3M -$28.1M 1 16.8% Reduced
2447
UAG
United Advisor Group
Ohio
$33.3M +$14.1M 9 7.53% Increased
2448
Pekin Hardy Strauss
Pekin Hardy Strauss
Illinois
$33.3M -$1.08M 6 4.25% Reduced
2449
TCI Wealth Advisors
TCI Wealth Advisors
Arizona
$33.3M +$933K 6 2.81% Increased
2450
Financial Insights
Financial Insights
Washington
$33.3M -$10.1M 6 10.51% Reduced