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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
1076
Heritage Wealth Advisors
Heritage Wealth Advisors
Virginia
$96.8M +$2.8M 11 5.39% Increased
1077
Todd Asset Management
Todd Asset Management
Kentucky
$96.5M +$18.8M 6 2.34% Increased
1078
Azimuth Capital Investment Management
Azimuth Capital Investment Management
Michigan
$96.4M -$776K 6 4.74% Reduced
1079
Te Ahumairangi Investment Management
Te Ahumairangi Investment Management
New Zealand
$96.3M -$3.23M 7 13.8% Reduced
1080
Founders Capital Management (Connecticut)
Founders Capital Management (Connecticut)
Connecticut
$96.1M +$788K 5 23.94% Increased
1081
Adell Harriman & Carpenter
Adell Harriman & Carpenter
Texas
$95.8M -$880K 6 10.28% Reduced
1082
Think Investments
Think Investments
California
$95.6M +$26.1M 3 21.84% Increased
1083
Woodstock Corp
Woodstock Corp
Massachusetts
$95.2M -$788K 9 12.15% Reduced
1084
Meeder Asset Management
Meeder Asset Management
Ohio
$95.2M +$3.37M 9 7.6% Increased
1085
Dock Street Asset Management
Dock Street Asset Management
Florida
$95.2M +$799K 4 18.51% Increased
1086
Bryn Mawr Capital Management
Bryn Mawr Capital Management
Pennsylvania
$95.2M -$5.09M 7 9.92% Reduced
1087
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley
Virginia
$95.2M +$11.9M 9 1.54% Increased
1088
NWAM LLC
NWAM LLC
Washington
$95M -$8.8M 9 9.64% Reduced
1089
Congress Wealth Management
Congress Wealth Management
Massachusetts
$94.9M +$2.54M 9 2.29% Increased
1090
Perigon Wealth Management
Perigon Wealth Management
California
$94.9M -$366K 13 5.4% Reduced
1091
C
Chescapmanager
Maryland
$94.8M +$2.93M 4 14.9% Increased
1092
AL
Arnhold LLC
New York
$94.3M +$2.1M 11 10.72% Increased
1093
Narwhal Capital Management
Narwhal Capital Management
Georgia
$94.3M +$562K 4 11.79% Increased
1094
Meridian Wealth Management
Meridian Wealth Management
Kentucky
$94.2M +$2.67M 10 8.22% Increased
1095
Apollon Wealth Management
Apollon Wealth Management
South Carolina
$94.2M -$737K 8 5.78% Reduced
1096
J.M. Forbes & Co
J.M. Forbes & Co
Massachusetts
$94.1M -$258K 5 12.87% Reduced
1097
Origin Asset Management
Origin Asset Management
United Kingdom
$94M +$411K 1 27.54% Increased
1098
Picton Mahoney Asset Management
Picton Mahoney Asset Management
Ontario, Canada
$93.8M -$7.84M 8 4.17% Reduced
1099
Pallas Capital Advisors
Pallas Capital Advisors
Massachusetts
$93.5M +$15M 6 8.74% Increased
1100
Iron Gate Global Advisors
Iron Gate Global Advisors
Utah
$93.4M +$17M 5 23.03% Increased