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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
1126
Abner Herrman & Brock
Abner Herrman & Brock
New Jersey
$135M +$488K 5 17.3% Increased
1127
Oslo Pensjonsforsikring
Oslo Pensjonsforsikring
$135M +$877K 10 20.43% Increased
1128
Adventist Health System Sunbelt Healthcare Corp
Adventist Health System Sunbelt Healthcare Corp
Florida
$135M +$146M 1 5.35% New
1129
KMG Fiduciary Partners
KMG Fiduciary Partners
Ohio
$134M +$1.85M 8 11.17% Increased
1130
Dynamic Advisor Solutions
Dynamic Advisor Solutions
Arizona
$134M +$229K 9 4.43% Increased
1131
Donaldson Capital Management
Donaldson Capital Management
Indiana
$134M +$2.26M 6 5.08% Increased
1132
Everence Capital Management
Everence Capital Management
Indiana
$134M -$28.6K 13 9.13% Reduced
1133
SCA
Sander Capital Advisors
Washington
$133M +$30.4K 4 70.19% Increased
1134
Vantage Investment Partners
Vantage Investment Partners
Missouri
$133M +$39.6M 4 11.16% Increased
1135
Clear Street Derivatives
Clear Street Derivatives
New York
$133M +$45.3M 3 2.12% Increased
1136
Applied Finance Capital Management
Applied Finance Capital Management
Puerto Rico
$133M -$81.8M 5 9.76% Reduced
1137
D.J. St. Germain
D.J. St. Germain
Massachusetts
$133M -$2.45M 13 6.23% Reduced
1138
Suncoast Equity Management
Suncoast Equity Management
Florida
$133M +$2.19M 5 14.98% Increased
1139
Waycross Partners
Waycross Partners
Kentucky
$132M +$25.9M 3 14.85% Increased
1140
Heritage Wealth Advisors
Heritage Wealth Advisors
Virginia
$132M +$2.82M 11 6.68% Increased
1141
Polunin Capital Partners
Polunin Capital Partners
United Kingdom
$132M +$105M 1 26.6% Increased
1142
Manitou Investment Management
Manitou Investment Management
Ontario, Canada
$132M +$8.61M 5 25.59% Increased
1143
Rheos Capital Works
Rheos Capital Works
Japan
$132M -$36.6M 4 10.71% Reduced
1144
Beese Fulmer Investment Management
Beese Fulmer Investment Management
Ohio
$132M +$1.2M 6 11.32% Increased
1145
TFS
Thoroughbred Financial Services
Tennessee
$131M +$3.56M 11 8.21% Increased
1146
Maple Rock Capital Partners
Maple Rock Capital Partners
Ontario, Canada
$131M +$14M 2 4.81% Increased
1147
NWAM LLC
NWAM LLC
Washington
$131M -$25.4M 6 11.3% Reduced
1148
Baltimore-Washington Financial Advisors
Baltimore-Washington Financial Advisors
Maryland
$131M +$1.76M 5 6.97% Increased
1149
Kapitalo Investimentos
Kapitalo Investimentos
Brazil
$131M +$137M 3 26.56% Increased
1150
Circle Wealth Management
Circle Wealth Management
New Jersey
$130M -$279K 10 2.98% Reduced