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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
2876
Butensky & Cohen Financial Security
Butensky & Cohen Financial Security
Florida
$17.5M +$576K 4 6.36% Increased
2877
HIC
Harbor Island Capital
Massachusetts
$17.5M -$626K 2 10.11% Reduced
2878
Altman Advisors
Altman Advisors
Illinois
$17.5M +$18.1M 5 10.92% New
2879
PYA Waltman Capital
PYA Waltman Capital
Tennessee
$17.5M +$203K 3 7.41% Increased
2880
Lederer & Associates Investment Counsel
Lederer & Associates Investment Counsel
California
$17.5M -$408K 4 13.89% Reduced
2881
Advanced Portfolio Management
Advanced Portfolio Management
New York
$17.5M +$73.2K 4 14.69% Increased
2882
Barings
Barings
North Carolina
$17.5M +$2.05M 6 0.6% Increased
2883
GCMG
Gyroscope Capital Management Group
Florida
$17.5M -$955K 7 4.01% Reduced
2884
Founders Financial Securities
Founders Financial Securities
Maryland
$17.5M +$456K 6 2.26% Increased
2885
Cornell Pochily Investment Advisors
Cornell Pochily Investment Advisors
New York
$17.5M -$205K 6 7.6% Reduced
2886
MV Capital Management
MV Capital Management
Maryland
$17.4M +$746K 13 2.32% Increased
2887
Sentinel Trust
Sentinel Trust
Texas
$17.4M +$511K 6 2.46% Increased
2888
TT International Asset Management
TT International Asset Management
United Kingdom
$17.4M -$894K 2 2.59% Reduced
2889
Formula Growth
Formula Growth
Quebec, Canada
$17.3M +$5.59M 4 5.92% Increased
2890
Accurate Wealth Management
Accurate Wealth Management
Florida
$17.3M +$2.33M 7 5.44% Increased
2891
Winthrop Advisory Group
Winthrop Advisory Group
Massachusetts
$17.3M -$107K 6 2.84% Reduced
2892
Verde Servicos Internacionais
Verde Servicos Internacionais
Brazil
$17.3M -$12.7M 1 6.74% Reduced
2893
BTG Pactual Global Asset Management
BTG Pactual Global Asset Management
Bermuda
$17.3M +$2.1M 4 3.9% Increased
2894
Center for Financial Planning
Center for Financial Planning
Michigan
$17.3M +$105K 14 3.73% Increased
2895
MCF Advisors
MCF Advisors
Kentucky
$17.3M +$277K 13 1.56% Increased
2896
Key Financial Inc
Key Financial Inc
Pennsylvania
$17.3M -$284K 17 5.82% Reduced
2897
Gateway Advisory
Gateway Advisory
New Jersey
$17.3M +$1.56M 5 3.52% Increased
2898
Teza Capital Management
Teza Capital Management
Illinois
$17.2M -$412K 8 2.8% Reduced
2899
Solas Capital Management
Solas Capital Management
Connecticut
$17.2M +$5.47M 1 12.05% Increased
2900
Pangea Capital Gestao de Recursos
Pangea Capital Gestao de Recursos
$17.2M -$1.88M 1 13.86% Reduced