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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
Silver Oak Securities
Silver Oak Securities
Tennessee
$41.1M -$4.14M 10 3.01% Reduced
2427
Exane Asset Management
Exane Asset Management
France
$41.1M -$21.3M 3 8.4% Reduced
2428
TFR Capital
TFR Capital
Texas
$41.1M +$3.75M 6 12.61% Increased
2429
Permanent Capital Management
Permanent Capital Management
Illinois
$40.9M +$1.03M 6 6.37% Increased
2430
KSCM
Kamunting Street Capital Management
Florida
$40.9M +$3.14M 4 22.36% Increased
2431
Strategic Planning Inc
Strategic Planning Inc
Ohio
$40.9M +$24M 3 20.51% Increased
2432
Pekin Hardy Strauss
Pekin Hardy Strauss
Illinois
$40.9M -$1.58M 8 4.27% Reduced
2433
SP
Saranac Partners
$40.8M +$3.12M 6 17.46% Increased
2434
Roman Butler Fullerton & Co
Roman Butler Fullerton & Co
Missouri
$40.8M -$177K 7 11.22% Reduced
2435
ET
Entropy Technologies
New York
$40.8M +$23.9M 9 1.88% Increased
2436
PAM
Pegasus Asset Management
New York
$40.7M -$143K 5 13.03% Reduced
2437
Ranmore Fund Management
Ranmore Fund Management
United Kingdom
$40.7M +$46M 1 5.38% New
2438
Evelyn Partners Asset Management
Evelyn Partners Asset Management
$40.7M +$720K 6 10.03% Increased
2439
Lafayette Investments
Lafayette Investments
Maryland
$40.7M -$257K 5 8.24% Reduced
2440
Lazari Capital Management
Lazari Capital Management
California
$40.7M +$708K 7 14.15% Increased
2441
HeadInvest LLC
HeadInvest LLC
Maine
$40.7M -$2.23M 6 8.34% Reduced
2442
Argentarii
Argentarii
Ohio
$40.6M -$637K 7 14.21% Reduced
2443
Trust Point Inc
Trust Point Inc
Wisconsin
$40.6M -$1.7M 6 3.53% Reduced
2444
Clear Creek Financial Management
Clear Creek Financial Management
Washington
$40.5M +$4.06M 12 3.11% Increased
2445
ZEGA Investments
ZEGA Investments
Florida
$40.5M -$1.96M 5 4.55% Reduced
2446
Triad Wealth Partners
Triad Wealth Partners
Kansas
$40.4M +$5.11M 8 3.2% Increased
2447
Basecamp Wealth Advisors
Basecamp Wealth Advisors
Washington
$40.4M -$705K 19 8.36% Reduced
2448
Chronos Wealth Management
Chronos Wealth Management
Florida
$40.4M -$1.22M 4 19.55% Reduced
2449
White Pine Investment Company
White Pine Investment Company
Michigan
$40.4M -$1.21M 3 9.38% Reduced
2450
Congress Park Capital
Congress Park Capital
New York
$40.4M -$842K 7 12.39% Reduced