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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
Petredis Investment Advisors
Petredis Investment Advisors
Pennsylvania
$102M -$3.05M 4 13.36% Reduced
1227
Southeast Asset Advisors
Southeast Asset Advisors
Georgia
$102M -$1.49M 6 13.47% Reduced
1228
Harvest Fund Management
Harvest Fund Management
China
$101M -$1.46M 16 15.8% Reduced
1229
Whitney & Co
Whitney & Co
New York
$101M -$9.33M 7 13.13% Reduced
1230
Gratus Capital
Gratus Capital
Georgia
$101M +$4.17M 8 5.71% Increased
1231
DFPG Investments
DFPG Investments
Utah
$101M +$7.29M 11 7.91% Increased
1232
Boothbay Fund Management
Boothbay Fund Management
New York
$101M -$46.6M 15 2.58% Reduced
1233
Montag & Caldwell
Montag & Caldwell
Georgia
$101M -$48.5M 5 17.61% Reduced
1234
SeaCrest Wealth Management
SeaCrest Wealth Management
New York
$101M -$1.88M 8 12.46% Reduced
1235
Palisade Asset Management
Palisade Asset Management
Minnesota
$101M -$404K 6 11.05% Reduced
1236
Schnieders Capital Management
Schnieders Capital Management
California
$101M -$9.06M 6 22.19% Reduced
1237
IHT Wealth Management
IHT Wealth Management
Illinois
$100M -$1.37M 10 4.48% Reduced
1238
FRG Family Wealth Advisors
FRG Family Wealth Advisors
Washington
$100M -$52.5K 5 20.34% Reduced
1239
Schaper Benz & Wise Investment Counsel
Schaper Benz & Wise Investment Counsel
Wisconsin
$100M -$382K 6 9.04% Reduced
1240
Osborne Partners Capital Management
Osborne Partners Capital Management
California
$100M +$4.54M 7 6.54% Increased
1241
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$100M -$7.62M 6 6.85% Reduced
1242
Jacobs & Co
Jacobs & Co
California
$100M -$1.54M 6 11.3% Reduced
1243
Transform Wealth
Transform Wealth
Colorado
$100M +$76.1K 5 9.7% Increased
1244
Lee, Danner & Bass
Lee, Danner & Bass
Tennessee
$99.5M -$9.9M 8 8.52% Reduced
1245
Redpoint Management
Redpoint Management
California
$99.4M $0 1 11.17% Maintained
1246
L. Roy Papp & Associates
L. Roy Papp & Associates
Arizona
$99.4M -$1.49M 7 12.34% Reduced
1247
Sumitomo Life Insurance
Sumitomo Life Insurance
Japan
$99.3M +$7.83M 6 3.09% Increased
1248
Choreo LLC
Choreo LLC
Illinois
$99.3M +$20.1M 9 2.69% Increased
1249
LCM
Lionstone Capital Management
New York
$99.1M $0 2 27.31% Maintained
1250
Blue Whale Capital
Blue Whale Capital
United Kingdom
$98.5M $0 1 12.64% Maintained