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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
2776
Broadwater Capital
Broadwater Capital
Massachusetts
$27.2M -$925K 8 20.97% Reduced
2777
Ardsley Advisory Partners
Ardsley Advisory Partners
Connecticut
$27.2M -$1.03M 4 4% Reduced
2778
Mirova
Mirova
France
$27.2M +$2.19M 2 4.97% Increased
2779
Clarity Capital Partners
Clarity Capital Partners
California
$27.2M +$570K 7 16.64% Increased
2780
Fairhaven Wealth Management
Fairhaven Wealth Management
Illinois
$27.2M -$68.2K 5 9% Reduced
2781
Seneca House Advisors
Seneca House Advisors
Virginia
$27.1M -$87.2K 5 11.75% Reduced
2782
Goodman Advisory Group
Goodman Advisory Group
Massachusetts
$27.1M +$1.74M 5 8.08% Increased
2783
Triodos Investment Management
Triodos Investment Management
Netherlands
$27M +$4.64M 1 2.36% Increased
2784
New Millennium Group
New Millennium Group
Utah
$27M +$2.51M 10 17.65% Increased
2785
Summit Securities Group
Summit Securities Group
New York
$27M -$38.6M 9 5.11% Reduced
2786
Titleist Asset Management
Titleist Asset Management
Texas
$27M +$2.18M 8 4.07% Increased
2787
Hillman Capital Management
Hillman Capital Management
Maryland
$27M -$4.28M 4 9.53% Reduced
2788
CGN Advisors
CGN Advisors
Kansas
$27M +$357K 5 3.14% Increased
2789
Costello Asset Management
Costello Asset Management
Pennsylvania
$26.9M -$38.7K 5 20.08% Reduced
2790
Hook Mill Capital Partners
Hook Mill Capital Partners
New York
$26.8M +$5.87M 1 4.01% Increased
2791
Morton Capital Management
Morton Capital Management
California
$26.8M -$789K 8 6.37% Reduced
2792
Cincinnati Specialty Underwriters Insurance
Cincinnati Specialty Underwriters Insurance
Ohio
$26.8M $0 1 8.06% Maintained
2793
TFG Advisers
TFG Advisers
Michigan
$26.8M -$300K 4 10.41% Reduced
2794
State of Wyoming
State of Wyoming
Wyoming
$26.8M -$474K 18 4.41% Reduced
2795
Ravenstone Capital Management
Ravenstone Capital Management
$26.8M -$425K 3 17.87% Reduced
2796
HAP Trading
HAP Trading
New York
$26.8M +$11.8M 5 3.19% Increased
2797
Game Plan Financial Advisors
Game Plan Financial Advisors
Ohio
$26.8M +$272K 10 13.21% Increased
2798
RPg Family Wealth Advisory
RPg Family Wealth Advisory
Massachusetts
$26.8M +$131K 4 8.81% Increased
2799
Bedel Financial Consulting
Bedel Financial Consulting
Indiana
$26.8M -$195K 7 3.92% Reduced
2800
Voya Financial Advisors
Voya Financial Advisors
Connecticut
$26.7M +$404K 6 3.01% Increased