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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
1226
Nellore Capital Management
Nellore Capital Management
California
$91.9M +$24.6M 4 22.25% Increased
1227
Miracle Mile Advisors
Miracle Mile Advisors
California
$91.5M +$7.24M 9 4.41% Increased
1228
FRG Family Wealth Advisors
FRG Family Wealth Advisors
Washington
$91.4M -$1.05M 6 17.95% Reduced
1229
Valley Wealth Managers
Valley Wealth Managers
New Jersey
$91.2M -$2.7M 8 7.95% Reduced
1230
AFT
Alpha Family Trust
California
$91.2M -$14.1M 4 29.52% Reduced
1231
Perigon Wealth Management
Perigon Wealth Management
California
$91.1M +$3.72M 14 7.9% Increased
1232
Roundview Capital
Roundview Capital
New Jersey
$90.7M +$2.95M 7 10% Increased
1233
Bulltick Wealth Management
Bulltick Wealth Management
Florida
$90.7M +$9.7M 7 20.59% Increased
1234
WM
WS Management
Florida
$90.6M -$1.12M 2 9.59% Reduced
1235
Boussard & Gavaudan Investment Management
Boussard & Gavaudan Investment Management
United Kingdom
$90M -$72.9M 1 7.6% Reduced
1236
Southeast Asset Advisors
Southeast Asset Advisors
Georgia
$89.8M -$214K 6 14.74% Reduced
1237
C
Chescapmanager
Maryland
$89.5M -$2.42M 3 12.68% Reduced
1238
MainStreet Investment Advisors
MainStreet Investment Advisors
Illinois
$89.5M -$7.12M 6 8.62% Reduced
1239
PKO Investment Management Joint-Stock
PKO Investment Management Joint-Stock
Poland
$89.5M -$4.52M 3 10.74% Reduced
1240
JWBC
J.W. Burns & Co
New York
$89.1M -$635K 6 13.96% Reduced
1241
Whitney & Co
Whitney & Co
New York
$89M +$591K 7 14.23% Increased
1242
Bank Hapoalim BM
Bank Hapoalim BM
Israel
$88.8M -$91.3K 11 9.28% Reduced
1243
BFS
Bard Financial Services
Connecticut
$88.6M -$542K 7 7.85% Reduced
1244
First Citizens Bank & Trust
First Citizens Bank & Trust
North Carolina
$88.4M -$859K 6 4.22% Reduced
1245
Quinn Opportunity Partners
Quinn Opportunity Partners
Virginia
$88.3M +$5.68M 5 5.65% Increased
1246
Meridian Wealth Management
Meridian Wealth Management
Kentucky
$87.9M +$4.33M 9 10.84% Increased
1247
SP Asset Management
SP Asset Management
California
$87.8M +$4.6M 7 9.18% Increased
1248
Ghisallo Capital Management
Ghisallo Capital Management
Massachusetts
$87.7M -$10.7M 5 3.33% Reduced
1249
Horizon Investments
Horizon Investments
North Carolina
$87.6M +$7.52M 12 2.29% Increased
1250
Iron Gate Global Advisors
Iron Gate Global Advisors
Utah
$87.6M +$6.99M 5 23.74% Increased