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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
1201
SeaCrest Wealth Management
SeaCrest Wealth Management
New York
$71.5M -$5.6M 10 10.85% Reduced
1202
First Trust Direct Indexing
First Trust Direct Indexing
Massachusetts
$71.5M +$1.47M 11 10.44% Increased
1203
SP Asset Management
SP Asset Management
California
$71.3M +$814K 8 9.76% Increased
1204
Asset Advisors Investment Management
Asset Advisors Investment Management
Georgia
$71.3M -$773K 3 10.17% Reduced
1205
Samlyn Capital
Samlyn Capital
New York
$71.3M +$16M 1 1.33% Increased
1206
Baxter Bros Inc
Baxter Bros Inc
Connecticut
$71.3M -$1.36M 4 12.63% Reduced
1207
Stonebridge Capital Advisors
Stonebridge Capital Advisors
Minnesota
$71.2M +$3.53M 16 9.16% Increased
1208
OneDigital Investment Advisors
OneDigital Investment Advisors
Kansas
$71.2M +$15.4M 9 2.64% Increased
1209
Callahan Advisors
Callahan Advisors
Texas
$71.1M +$1.64M 5 10.21% Increased
1210
J. Goldman & Co
J. Goldman & Co
New York
$71M +$21.8M 5 3.39% Increased
1211
Pensioenfonds Rail & OV
Pensioenfonds Rail & OV
Netherlands
$71M $0 1 2.12% Maintained
1212
Gerber Kawasaki Wealth & Investment Management
Gerber Kawasaki Wealth & Investment Management
California
$71M +$2.58M 7 6.62% Increased
1213
Silicon Valley Capital Partners
Silicon Valley Capital Partners
California
$70.9M +$4.3M 5 15.39% Increased
1214
Schaper Benz & Wise Investment Counsel
Schaper Benz & Wise Investment Counsel
Wisconsin
$70.8M -$1.41M 6 8.2% Reduced
1215
Origin Asset Management
Origin Asset Management
United Kingdom
$70.6M +$29.3M 1 28.71% Increased
1216
Wedgewood Partners
Wedgewood Partners
Missouri
$70.6M -$1.79M 3 13.28% Reduced
1217
HughesLittle Investment Management
HughesLittle Investment Management
$70.5M -$4.04M 2 21.84% Reduced
1218
Claar Advisors
Claar Advisors
New York
$70.4M +$37.9K 4 29.89% Increased
1219
CCMD
Cypress Capital Management (Delaware)
Delaware
$70.4M -$12.5M 7 13.06% Reduced
1220
Grandfield & Dodd
Grandfield & Dodd
New York
$70.4M -$1.93M 6 5.74% Reduced
1221
Principle Wealth Partners
Principle Wealth Partners
Connecticut
$70M +$1.75M 7 6.6% Increased
1222
BLB&B Advisors
BLB&B Advisors
Pennsylvania
$70M +$1.41M 6 5.82% Increased
1223
Independent Financial Group
Independent Financial Group
California
$69.7M +$1.43M 12 6.32% Increased
1224
Walleye Trading
Walleye Trading
New York
$69.7M -$40.2M 15 0.21% Reduced
1225
Galvin Gaustad & Stein
Galvin Gaustad & Stein
Arizona
$69.7M +$2.3M 5 7.38% Increased