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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
CPRC
Consolidated Portfolio Review Corp
New York
$43.3M +$2.71M 7 5.44% Increased
2452
Stelac Advisory Services
Stelac Advisory Services
New York
$43.3M +$162K 5 14.96% Increased
2453
Poehling Capital Management
Poehling Capital Management
Wisconsin
$43.2M -$116K 6 9.09% Reduced
2454
Concord Wealth Partners
Concord Wealth Partners
Virginia
$43.2M +$536K 15 5.96% Increased
2455
Creative Financial Designs
Creative Financial Designs
Indiana
$43.1M +$94K 21 2.9% Increased
2456
Mission Creek Capital Partners
Mission Creek Capital Partners
California
$43.1M +$4.23M 7 8.52% Increased
2457
Titleist Asset Management
Titleist Asset Management
Texas
$43.1M +$2.06M 9 3.75% Increased
2458
Knightsbridge Asset Management
Knightsbridge Asset Management
California
$43M +$1.06M 7 7.28% Increased
2459
United Bank (Virginia)
United Bank (Virginia)
Virginia
$43M -$4.68M 5 5.13% Reduced
2460
Harbor Advisory Corp
Harbor Advisory Corp
New Hampshire
$42.9M -$426K 5 12.7% Reduced
2461
Impact Capital Partners
Impact Capital Partners
Colorado
$42.9M +$1.64M 7 12.9% Increased
2462
ZEGA Investments
ZEGA Investments
Florida
$42.7M -$2.05M 5 5.72% Reduced
2463
Herald Investment Management
Herald Investment Management
United Kingdom
$42.7M $0 6 5.69% Maintained
2464
Aries Wealth Management
Aries Wealth Management
Maine
$42.6M +$239K 7 10.08% Increased
2465
AFT
Alpha Family Trust
California
$42.6M +$202K 7 19.97% Increased
2466
Fortis Capital Advisors
Fortis Capital Advisors
Kansas
$42.6M +$1.89M 10 6.74% Increased
2467
Lincoln Capital Corp
Lincoln Capital Corp
Rhode Island
$42.6M -$308K 4 15.3% Reduced
2468
VCM
Viewpoint Capital Management
Washington
$42.5M -$16.4K 6 18.73% Reduced
2469
Signet Financial Management
Signet Financial Management
New Jersey
$42.5M -$360K 6 4.94% Reduced
2470
Lazari Capital Management
Lazari Capital Management
California
$42.5M -$321K 7 14.35% Reduced
2471
SC
Sawyer & Company
Massachusetts
$42.5M -$742K 6 16.05% Reduced
2472
Independent Franchise Partners
Independent Franchise Partners
United Kingdom
$42.5M -$870M 1 0.28% Reduced
2473
Eos Management LP
Eos Management LP
New York
$42.5M $0 5 16.75% Maintained
2474
FSM Wealth Advisors
FSM Wealth Advisors
Ohio
$42.4M +$2.8M 8 6% Increased
2475
Sierra Capital
Sierra Capital
Florida
$42.4M +$80.1K 6 4.65% Increased