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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
2476
DLK Investment Management
DLK Investment Management
California
$42.4M -$1.05M 6 15.97% Reduced
2477
Ables Iannone Moore & Associates
Ables Iannone Moore & Associates
Georgia
$42.4M -$645K 4 24.38% Reduced
2478
WFG
Wormser Freres Gestion
France
$42.4M +$920K 5 23.58% Increased
2479
Baldwin Investment Management
Baldwin Investment Management
Pennsylvania
$42.4M +$310K 7 4.85% Increased
2480
Jackson Hill Advisors
Jackson Hill Advisors
Texas
$42.3M -$6.29M 2 19.99% Reduced
2481
DCM Advisors
DCM Advisors
New York
$42.3M -$4.26M 4 17.83% Reduced
2482
HORAN Wealth
HORAN Wealth
Ohio
$42.2M +$7.7M 5 6.66% Increased
2483
11 Capital Partners
11 Capital Partners
Connecticut
$42.2M -$31.9M 2 11.94% Reduced
2484
Dark Forest Capital Management
Dark Forest Capital Management
Puerto Rico
$42.1M -$16.9M 10 1.59% Reduced
2485
Harbour Investment Management
Harbour Investment Management
Washington
$42.1M -$2.94M 5 18.31% Reduced
2486
Riverview Capital Advisers
Riverview Capital Advisers
Massachusetts
$42.1M -$451K 4 12.16% Reduced
2487
Gardner Lewis Asset Management
Gardner Lewis Asset Management
Pennsylvania
$42M -$1.08M 6 9.95% Reduced
2488
Founders Financial Securities
Founders Financial Securities
Maryland
$42M +$544K 9 2.86% Increased
2489
New Millennium Group
New Millennium Group
Utah
$42M +$5.08M 12 19.19% Increased
2490
Fischer Financial Services
Fischer Financial Services
Pennsylvania
$42M -$1.17M 4 11.3% Reduced
2491
Rodgers Brothers
Rodgers Brothers
Pennsylvania
$41.9M -$1.21M 7 5.16% Reduced
2492
San Luis Wealth Advisors
San Luis Wealth Advisors
California
$41.9M +$2.26M 6 7.55% Increased
2493
LWMM
Legacy Wealth Management (Mississippi)
Mississippi
$41.8M -$4.57M 5 12.6% Reduced
2494
Stokes Capital Advisors
Stokes Capital Advisors
South Carolina
$41.8M +$2.69M 4 9.72% Increased
2495
Childress Capital Advisors
Childress Capital Advisors
Texas
$41.7M +$5.56M 8 7.62% Increased
2496
Old Second National Bank of Aurora
Old Second National Bank of Aurora
Illinois
$41.7M -$461K 8 8.59% Reduced
2497
L.J. Altfest & Co
L.J. Altfest & Co
New York
$41.7M -$4.27M 6 4.65% Reduced
2498
Regents Gate Capital
Regents Gate Capital
United Kingdom
$41.6M $0 1 14.79% Maintained
2499
Highline Wealth Partners
Highline Wealth Partners
California
$41.6M +$5.7M 11 11.18% Increased
2500
Kentucky Farm Bureau Mutual Insurance
Kentucky Farm Bureau Mutual Insurance
Kentucky
$41.6M $0 3 10.24% Maintained