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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
2601
Mirova
Mirova
France
$18.3M -$2.01M 3 2.64% Reduced
2602
OFG
OTA Financial Group
New York
$18.3M +$15.1M 2 16.1% Increased
2603
Oliver Luxxe Assets
Oliver Luxxe Assets
New Jersey
$18.3M +$10.4M 6 4.82% Increased
2604
Certuity
Certuity
Florida
$18.3M +$4.82M 6 2.7% Increased
2605
Richard C. Young & Co
Richard C. Young & Co
Rhode Island
$18.2M +$1.59M 3 2.51% Increased
2606
Welch Capital Partners
Welch Capital Partners
New York
$18.2M -$901K 3 5.47% Reduced
2607
Formidable Asset Management
Formidable Asset Management
Ohio
$18.2M -$171K 7 3.85% Reduced
2608
Tranquility Partners
Tranquility Partners
Tennessee
$18.2M +$80.9K 5 8.68% Increased
2609
Kistler-Tiffany Companies
Kistler-Tiffany Companies
Pennsylvania
$18.2M +$38.3K 17 3.47% Increased
2610
Tradition Wealth Management
Tradition Wealth Management
Minnesota
$18.2M +$3.71M 16 2.26% Increased
2611
Pegasus Partners
Pegasus Partners
Wisconsin
$18.2M +$109K 4 2.88% Increased
2612
WCM
Wunderlich Capital Managemnt
Tennessee
$18.2M +$105K 4 9.47% Increased
2613
OCM
Ogborne Capital Management
California
$18.2M +$16.8M 1 17.94% New
2614
Hussman Strategic Advisors
Hussman Strategic Advisors
Maryland
$18.1M -$5.22M 6 2.84% Reduced
2615
Souders Financial Advisors
Souders Financial Advisors
Ohio
$18.1M -$101K 5 3.85% Reduced
2616
Next Century Growth Investors
Next Century Growth Investors
Minnesota
$18.1M -$2.71M 3 1.99% Reduced
2617
Relyea Zuckerberg Hanson
Relyea Zuckerberg Hanson
Connecticut
$18.1M +$1.35M 7 4.41% Increased
2618
Cary Street Partners Asset Management
Cary Street Partners Asset Management
Virginia
$18.1M -$1.91M 9 3.41% Reduced
2619
Aperture Investors
Aperture Investors
New York
$18.1M -$420K 3 2.5% Reduced
2620
Unison Asset Management
Unison Asset Management
Florida
$18.1M +$2.49M 4 13.67% Increased
2621
FinTrust Capital Advisors
FinTrust Capital Advisors
South Carolina
$18M +$601K 14 4.37% Increased
2622
Graphene Investments SAS
Graphene Investments SAS
France
$18M -$2.52M 3 12.06% Reduced
2623
Monaco Asset Management
Monaco Asset Management
Monaco
$18M +$7.76M 2 5.52% Increased
2624
Tru Independence Asset Management 2
Tru Independence Asset Management 2
Oregon
$18M +$16.4M 5 18.09% New
2625
Wisconsin Capital Management
Wisconsin Capital Management
Wisconsin
$18M +$86.7K 4 12.26% Increased