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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
1101
Dock Street Asset Management
Dock Street Asset Management
Florida
$124M +$1.16M 4 20.39% Increased
1102
River Road Asset Management
River Road Asset Management
Kentucky
$123M +$9.3M 3 1.31% Increased
1103
Armistice Capital
Armistice Capital
New York
$123M -$26.3M 5 2.02% Reduced
1104
Burleson & Co
Burleson & Co
California
$123M -$2.39M 14 17.9% Reduced
1105
B. Riley Wealth Management
B. Riley Wealth Management
Tennessee
$123M +$5.66M 12 8.51% Increased
1106
Weiss Multi-Strategy Advisers
Weiss Multi-Strategy Advisers
New York
$123M -$26M 12 2.77% Reduced
1107
Middleton & Co
Middleton & Co
Massachusetts
$123M -$32.9K 5 11.95% Reduced
1108
Beaumont Financial Advisors
Beaumont Financial Advisors
Massachusetts
$122M -$1.22M 9 8.87% Reduced
1109
Narwhal Capital Management
Narwhal Capital Management
Georgia
$122M -$1.08M 4 13.84% Reduced
1110
Horiko Capital Management
Horiko Capital Management
New York
$122M -$716K 4 41.61% Reduced
1111
Aptus Capital Advisors
Aptus Capital Advisors
Alabama
$122M +$15.9M 8 3.65% Increased
1112
Carret Asset Management
Carret Asset Management
New York
$121M -$2.95M 8 13.44% Reduced
1113
Ledyard National Bank
Ledyard National Bank
$121M -$1.86M 7 11.59% Reduced
1114
ArchPoint Investors
ArchPoint Investors
Florida
$121M -$31.2M 4 35.91% Reduced
1115
TFM
TPI Fund Managers
United Kingdom
$121M -$4.4M 2 14.9% Reduced
1116
SIM
SW Investment Management
Colorado
$121M +$10.1M 2 41% Increased
1117
Valeo Financial Advisors
Valeo Financial Advisors
Indiana
$121M +$1.43M 12 6.52% Increased
1118
Baltimore-Washington Financial Advisors
Baltimore-Washington Financial Advisors
Maryland
$120M +$319K 5 9.72% Increased
1119
Hoey Investments
Hoey Investments
Pennsylvania
$120M +$14.4M 12 30.67% Increased
1120
EARNEST Partners
EARNEST Partners
Georgia
$120M +$6.83M 16 0.69% Increased
1121
Founders Capital Management (Connecticut)
Founders Capital Management (Connecticut)
Connecticut
$119M +$5.08M 4 25.83% Increased
1122
Bragg Financial Advisors
Bragg Financial Advisors
North Carolina
$119M -$233K 6 7.64% Reduced
1123
Kanawha Capital Management
Kanawha Capital Management
Virginia
$119M -$1.15M 8 10.06% Reduced
1124
Venture Visionary Partners
Venture Visionary Partners
Ohio
$119M -$233K 7 7.73% Reduced
1125
Beacon Investment Advisory Services
Beacon Investment Advisory Services
New Jersey
$119M +$1.49M 10 4.62% Increased