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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
BLB&B Advisors
BLB&B Advisors
Pennsylvania
$81.2M +$2.95M 6 6.05% Increased
1202
Alerus Financial
Alerus Financial
North Dakota
$81.1M +$29.2M 7 7.21% Increased
1203
BW Gestao de Investimentos
BW Gestao de Investimentos
Brazil
$81M +$4.31M 5 11.55% Increased
1204
NJ State Employees Deferred Compensation Plan
NJ State Employees Deferred Compensation Plan
New Jersey
$80.9M -$714K 10 12.5% Reduced
1205
Clearstead Advisors
Clearstead Advisors
Ohio
$80.9M +$3.02M 17 5.89% Increased
1206
Baxter Bros Inc
Baxter Bros Inc
Connecticut
$80.7M -$1.1M 4 12.68% Reduced
1207
Schnieders Capital Management
Schnieders Capital Management
California
$80.5M -$3.21M 6 18.07% Reduced
1208
Palisade Asset Management
Palisade Asset Management
Minnesota
$80.5M -$481K 7 9.86% Reduced
1209
Ritholtz Wealth Management
Ritholtz Wealth Management
New York
$80.4M +$7.78M 10 4.01% Increased
1210
Fulton Bank
Fulton Bank
Pennsylvania
$80.3M +$795K 9 4.21% Increased
1211
Nan Fung Trinity
Nan Fung Trinity
Hong Kong
$80.1M -$2.03M 2 21.29% Reduced
1212
Middleton & Co
Middleton & Co
Massachusetts
$79.9M +$1.31M 6 11.49% Increased
1213
JC
JBF Capital
Colorado
$79.9M -$8.16M 3 18.13% Reduced
1214
CPH
C Partners Holding
Switzerland
$79.9M +$2.19M 2 15.54% Increased
1215
Jacobs & Co
Jacobs & Co
California
$79.7M +$82.1K 6 9.85% Increased
1216
Principle Wealth Partners
Principle Wealth Partners
Connecticut
$79.7M +$1.39M 6 8.52% Increased
1217
Wedgewood Partners
Wedgewood Partners
Missouri
$79.6M -$38.1K 3 13.5% Reduced
1218
Knights of Columbus Asset Advisors
Knights of Columbus Asset Advisors
Connecticut
$79.5M -$2.16M 7 7.83% Reduced
1219
Choate Investment Advisors
Choate Investment Advisors
Massachusetts
$79.4M +$1.29M 6 3.84% Increased
1220
Act Two Investors
Act Two Investors
California
$79.4M +$38.5M 4 31.64% Increased
1221
Benjamin F. Edwards & Company
Benjamin F. Edwards & Company
Missouri
$79.2M +$4.13M 22 3.32% Increased
1222
Campbell Newman Asset Management
Campbell Newman Asset Management
Wisconsin
$79.1M -$10.1M 4 7.69% Reduced
1223
KMG Fiduciary Partners
KMG Fiduciary Partners
Ohio
$79.1M +$3.27M 7 11.34% Increased
1224
Asset Advisors Investment Management
Asset Advisors Investment Management
Georgia
$79M -$2.14M 3 10.34% Reduced
1225
CWA Asset Management Group
CWA Asset Management Group
Florida
$79M +$1.82M 7 5.87% Increased