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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
1001
Cadian Capital Management
Cadian Capital Management
New York
$97.7M -$145K 3 5.71% Reduced
1002
Parthenon LLC
Parthenon LLC
Kentucky
$97.6M -$466K 6 17.61% Reduced
1003
PFS Investments
PFS Investments
Georgia
$97.5M +$12.5M 9 1.77% Increased
1004
Baker Tilly Wealth Management
Baker Tilly Wealth Management
Wisconsin
$97.3M -$1.59M 10 13.26% Reduced
1005
BCM
Bluefin Capital Management
New York
$97.3M +$88.6M 7 8.8% Increased
1006
Bank of the West
Bank of the West
California
$97.2M -$1.48M 7 12.66% Reduced
1007
Empirical Finance
Empirical Finance
Pennsylvania
$97.2M +$18.8M 9 11.53% Increased
1008
Clough Capital Partners
Clough Capital Partners
Massachusetts
$97M +$51.1M 3 10.33% Increased
1009
Lowe Brockenbrough & Co
Lowe Brockenbrough & Co
Virginia
$97M -$4.61M 6 9.35% Reduced
1010
Greenlea Lane Capital Management
Greenlea Lane Capital Management
Connecticut
$97M +$11.8M 2 35.28% Increased
1011
Todd Asset Management
Todd Asset Management
Kentucky
$96.9M -$2.28M 6 2.71% Reduced
1012
Valeo Financial Advisors
Valeo Financial Advisors
Indiana
$96.9M -$83.3M 11 6.18% Reduced
1013
Miracle Mile Advisors
Miracle Mile Advisors
California
$96.8M +$9.5M 11 4.52% Increased
1014
Capital Investment Services of America
Capital Investment Services of America
Wisconsin
$96.6M -$90.3K 5 13.12% Reduced
1015
Bragg Financial Advisors
Bragg Financial Advisors
North Carolina
$96.6M +$321K 6 6.66% Increased
1016
Vancity Investment Management
Vancity Investment Management
British Columbia, Canada
$96.6M -$16.7M 4 15.34% Reduced
1017
Jag Capital Management
Jag Capital Management
Missouri
$96.5M -$3.76M 5 13.48% Reduced
1018
Summit Securities Group
Summit Securities Group
New York
$96.2M +$104M 11 7.19% Increased
1019
Tikehau Investment Management
Tikehau Investment Management
France
$96.1M +$4.8M 3 29.1% Increased
1020
Vident Investment Advisory
Vident Investment Advisory
Georgia
$96M +$27.1M 26 3.13% Increased
1021
Jones Financial Companies
Jones Financial Companies
Missouri
$95.8M +$1.12M 10 0.18% Increased
1022
HB Wealth Management
HB Wealth Management
Georgia
$95.7M +$5.73M 9 2.03% Increased
1023
Night Owl Capital Management
Night Owl Capital Management
Connecticut
$95.6M +$4.73M 4 39.81% Increased
1024
Cobblestone Capital Advisors
Cobblestone Capital Advisors
New York
$95.4M -$658K 7 7.96% Reduced
1025
BFO
Boston Family Office
Massachusetts
$95.3M +$303K 6 8.48% Increased