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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
KC
Kadensa Capital
Hong Kong
$110M -$3.08M 4 21.75% Reduced
1102
AI
ArchPoint Investors
Florida
$110M -$17.4K 4 42.04% Reduced
1103
WestEnd Advisors
WestEnd Advisors
North Carolina
$110M -$15.4M 10 3.3% Reduced
1104
SCI
S&CO Inc
Massachusetts
$110M +$383K 7 9.01% Increased
1105
Narwhal Capital Management
Narwhal Capital Management
Georgia
$109M +$518K 5 13.36% Increased
1106
Richard Bernstein Advisors
Richard Bernstein Advisors
New York
$109M -$4.75M 4 2.44% Reduced
1107
Level Four Advisory Services
Level Four Advisory Services
Texas
$109M +$3.75M 10 7.04% Increased
1108
Allworth Financial
Allworth Financial
California
$109M +$5.03M 30 0.93% Increased
1109
Frontier Capital Management
Frontier Capital Management
Massachusetts
$109M -$14.7M 3 1.19% Reduced
1110
Trexquant Investment
Trexquant Investment
Connecticut
$109M -$33.1M 11 2.72% Reduced
1111
Heritage Wealth Advisors
Heritage Wealth Advisors
Virginia
$109M -$5.66M 11 5.92% Reduced
1112
Waters Parkerson & Co
Waters Parkerson & Co
Louisiana
$108M -$188K 6 6.48% Reduced
1113
Ritholtz Wealth Management
Ritholtz Wealth Management
New York
$108M +$5.91M 8 4.86% Increased
1114
Beacon Investment Advisory Services
Beacon Investment Advisory Services
New Jersey
$108M +$537K 7 5.33% Increased
1115
Dorsey & Whitney Trust
Dorsey & Whitney Trust
South Dakota
$108M -$433K 9 9.4% Reduced
1116
Woodstock Corp
Woodstock Corp
Massachusetts
$108M -$1.67M 9 13.5% Reduced
1117
Fortis Capital Management
Fortis Capital Management
Washington
$107M +$465K 4 33.28% Increased
1118
Alerus Financial
Alerus Financial
North Dakota
$107M +$14.9M 6 9.45% Increased
1119
Sowell Financial Services
Sowell Financial Services
Arkansas
$107M +$6.62M 7 6.69% Increased
1120
Lockheed Martin Investment Management
Lockheed Martin Investment Management
Maryland
$106M -$17.7M 4 8.17% Reduced
1121
Empowered Funds
Empowered Funds
Pennsylvania
$106M +$24.6M 13 3.13% Increased
1122
Clearstead Advisors
Clearstead Advisors
Ohio
$106M +$6.13M 20 6.48% Increased
1123
AP
Archon Partners
New Jersey
$105M $0 3 16.47% Maintained
1124
Empirical Wealth Management
Empirical Wealth Management
Washington
$105M +$9.13M 10 4.11% Increased
1125
Bridgeway Capital Management
Bridgeway Capital Management
Texas
$104M +$13.1M 9 2.53% Increased