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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
2676
Concord Asset Management (Virginia)
Concord Asset Management (Virginia)
Virginia
$36.5M -$5.94M 6 6.63% Reduced
2677
Game Plan Financial Advisors
Game Plan Financial Advisors
Ohio
$36.5M -$1.01M 7 15.11% Reduced
2678
Harvey Investment Company
Harvey Investment Company
Kentucky
$36.4M -$16.8K 6 3.89% Reduced
2679
Moseley Investment Management
Moseley Investment Management
Florida
$36.4M +$859K 7 11.08% Increased
2680
Councilmark Asset Management
Councilmark Asset Management
Tennessee
$36.4M -$328K 5 20.84% Reduced
2681
Arvin Capital Management
Arvin Capital Management
Texas
$36.3M +$18.1M 2 6.56% Increased
2682
DCM
Dudley Capital Management
Virginia
$36.3M +$749K 7 16.32% Increased
2683
Buckhead Capital Management
Buckhead Capital Management
Georgia
$36.3M +$460K 6 13.2% Increased
2684
Penbrook Management
Penbrook Management
New York
$36.3M -$331K 7 25.36% Reduced
2685
JFS Wealth Advisors
JFS Wealth Advisors
Pennsylvania
$36.3M +$634K 23 2.12% Increased
2686
Aurora Investment Managers
Aurora Investment Managers
Florida
$36.3M +$865K 5 19.75% Increased
2687
AGP Franklin
AGP Franklin
Tennessee
$36.2M +$4.82M 6 17.66% Increased
2688
Wynn Capital
Wynn Capital
Georgia
$36.2M +$200K 7 17.59% Increased
2689
Neumann Capital Management
Neumann Capital Management
California
$36.2M -$1.71M 4 10.6% Reduced
2690
CCC
Chelsea Counsel Company
California
$36.2M -$407K 8 16.08% Reduced
2691
Nightview Capital
Nightview Capital
Texas
$36.1M +$5.67M 3 16.7% Increased
2692
Unison Asset Management
Unison Asset Management
Florida
$36.1M -$3.67M 5 16.87% Reduced
2693
MJP Associates
MJP Associates
Connecticut
$36.1M +$2.23M 9 4.75% Increased
2694
Hartford Financial Management
Hartford Financial Management
Connecticut
$36M +$798K 10 9.55% Increased
2695
Zullo Investment Group
Zullo Investment Group
Pennsylvania
$36M +$47.5K 6 13.3% Increased
2696
Hikari Power
Hikari Power
Japan
$36M -$126K 2 2.89% Reduced
2697
3Chopt Investment Partners
3Chopt Investment Partners
Virginia
$35.9M +$68.3K 6 8.18% Increased
2698
Annandale Capital
Annandale Capital
Texas
$35.9M +$158K 5 6.1% Increased
2699
Dumont & Blake Investment Advisors
Dumont & Blake Investment Advisors
New Jersey
$35.8M -$1.42M 7 8.69% Reduced
2700
Tiptree Advisors
Tiptree Advisors
New York
$35.8M +$1.99M 3 22.42% Increased