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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
876
Valeo Financial Advisors
Valeo Financial Advisors
Indiana
$214M +$769K 8 6.11% Increased
877
Sandy Spring Bank
Sandy Spring Bank
Maryland
$214M +$1.5M 19 8.81% Increased
878
Howard Capital Management Group
Howard Capital Management Group
California
$214M +$99.2K 6 15% Increased
879
Mill Capital Management
Mill Capital Management
North Carolina
$214M +$241K 6 16.7% Increased
880
Meeder Asset Management
Meeder Asset Management
Ohio
$213M -$38.1M 9 14.25% Reduced
881
Woodline Partners
Woodline Partners
California
$213M -$82.5M 11 1.8% Reduced
882
Traynor Capital Management
Traynor Capital Management
Pennsylvania
$213M +$10.6M 5 12.77% Increased
883
Norris Perne & French
Norris Perne & French
Michigan
$213M +$1.37M 6 14.61% Increased
884
Meritage Portfolio Management
Meritage Portfolio Management
Kansas
$213M -$1.6M 8 13.04% Reduced
885
Auto-Owners Insurance
Auto-Owners Insurance
Michigan
$213M $0 4 5.21% Maintained
886
CF
Cypress Funds
California
$213M $0 2 22.86% Maintained
887
HighPoint Advisor Group
HighPoint Advisor Group
Illinois
$213M -$10.3M 14 12.39% Reduced
888
FineMark National Bank & Trust
FineMark National Bank & Trust
Florida
$212M +$8.42M 6 7.37% Increased
889
YCG LLC
YCG LLC
Texas
$210M -$7.82M 3 16.24% Reduced
890
General American Investors
General American Investors
New York
$210M -$2.14M 3 14.46% Reduced
891
Neville Rodie & Shaw
Neville Rodie & Shaw
New York
$208M -$2.6M 8 15.33% Reduced
892
Applied Finance Capital Management
Applied Finance Capital Management
Puerto Rico
$208M +$44.1M 6 8.89% Increased
893
BPM
Blue Pool Management
Hong Kong
$208M $0 1 75.03% Maintained
894
Fairview Capital Investment Management
Fairview Capital Investment Management
California
$208M -$861K 5 11.23% Reduced
895
Bristlecone Advisors
Bristlecone Advisors
Washington
$207M +$2.63M 6 16.65% Increased
896
LLL
Lynrock Lake LP
New York
$207M -$12.3K 2 16% Reduced
897
Spire Wealth Management
Spire Wealth Management
Virginia
$207M -$5.61M 18 6.98% Reduced
898
Great Valley Advisor Group
Great Valley Advisor Group
Delaware
$206M +$7.67M 9 5.07% Increased
899
Meiji Yasuda Life Insurance
Meiji Yasuda Life Insurance
Japan
$206M -$6.37M 7 3.81% Reduced
900
Ironvine Capital Partners
Ironvine Capital Partners
Nebraska
$206M +$12.3M 4 22.07% Increased