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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
2451
Lattice Capital Management
Lattice Capital Management
Washington
$31.5M -$6.34M 4 2.29% Reduced
2452
Oarsman Capital
Oarsman Capital
Wisconsin
$31.5M -$1.75M 6 7.53% Reduced
2453
Jacobson & Schmitt Advisors
Jacobson & Schmitt Advisors
Wisconsin
$31.5M -$6.3M 2 7.45% Reduced
2454
Adalta Capital Management
Adalta Capital Management
New York
$31.5M +$345K 6 17.39% Increased
2455
ArrowMark Colorado Holdings
ArrowMark Colorado Holdings
Colorado
$31.5M +$10.1M 4 0.35% Increased
2456
Regent Peak Wealth Advisors
Regent Peak Wealth Advisors
Georgia
$31.4M -$705K 6 7.99% Reduced
2457
Steamboat Capital Partners
Steamboat Capital Partners
New York
$31.4M +$6.02M 3 10.81% Increased
2458
Blue Edge Capital
Blue Edge Capital
Virginia
$31.4M +$341K 6 5.25% Increased
2459
Evolution Wealth Advisors
Evolution Wealth Advisors
Florida
$31.4M +$978K 5 6.01% Increased
2460
Consilio Wealth Advisors
Consilio Wealth Advisors
Washington
$31.3M +$852K 5 14.68% Increased
2461
Point72 Europe
Point72 Europe
United Kingdom
$31.3M +$15.2M 1 2.79% Increased
2462
Capstone Investment Advisors
Capstone Investment Advisors
New York
$31.3M -$383M 16 0.11% Reduced
2463
NME
Notis-McConarty Edward
$31.3M -$1.97M 5 12.35% Reduced
2464
Pine Ridge Advisers
Pine Ridge Advisers
New York
$31.2M -$1.9M 4 3.65% Reduced
2465
Governors Lane
Governors Lane
New York
$31.2M +$1.14M 3 2.65% Increased
2466
Poplar Forest Capital
Poplar Forest Capital
California
$31.2M -$9.8M 3 4.19% Reduced
2467
Montecito Bank & Trust
Montecito Bank & Trust
California
$31.2M -$169K 5 6.23% Reduced
2468
Chapin Davis
Chapin Davis
Maryland
$31.1M -$5.99K 6 11.37% Reduced
2469
Palo Alto Wealth Advisors
Palo Alto Wealth Advisors
California
$31.1M -$498K 5 21.93% Reduced
2470
Everhart Financial Group
Everhart Financial Group
Ohio
$31.1M +$4.22M 9 9.06% Increased
2471
Eudaimonia Partners
Eudaimonia Partners
Tennessee
$31.1M +$516K 7 7.4% Increased
2472
Citizens & Northern Corp
Citizens & Northern Corp
Pennsylvania
$31.1M -$1.56M 5 10.52% Reduced
2473
Concord Wealth Partners
Concord Wealth Partners
Virginia
$31M +$6.27M 16 5.59% Increased
2474
Court Place Advisors
Court Place Advisors
Maryland
$31M -$2.64M 4 10.01% Reduced
2475
KLCM
KG&L Capital Management
Louisiana
$31M -$2.54M 6 12.32% Reduced