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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
Value Partners Investments
Value Partners Investments
Manitoba, Canada
$177M -$7.86M 4 13.58% Reduced
1227
Forum Financial Management
Forum Financial Management
Illinois
$177M +$3.38M 18 2.3% Increased
1228
TCM
Trybe Capital Management
Connecticut
$177M +$3.47M 3 25.32% Increased
1229
Dynamic Advisor Solutions
Dynamic Advisor Solutions
Arizona
$177M -$21.7M 12 5.66% Reduced
1230
JC
JBF Capital
Colorado
$176M -$4.65M 3 25.43% Reduced
1231
Patten & Patten
Patten & Patten
Tennessee
$176M -$6.56M 7 10.33% Reduced
1232
IHT Wealth Management
IHT Wealth Management
Illinois
$176M +$2.07M 11 4.27% Increased
1233
Addenda Capital
Addenda Capital
Quebec, Canada
$176M +$16.4M 5 5.15% Increased
1234
Elite Wealth Management
Elite Wealth Management
Washington
$175M -$24.6M 5 47.76% Reduced
1235
B. Riley Wealth Advisors
B. Riley Wealth Advisors
Florida
$174M -$5.67M 15 8.05% Reduced
1236
Schaper Benz & Wise Investment Counsel
Schaper Benz & Wise Investment Counsel
Wisconsin
$174M -$2.92M 6 12.56% Reduced
1237
Marathon Trading Investment Management
Marathon Trading Investment Management
Pennsylvania
$174M +$132M 9 3.94% Increased
1238
Oakmont Corp
Oakmont Corp
California
$173M +$2.91M 6 29.98% Increased
1239
United Asset Strategies
United Asset Strategies
New York
$173M +$195K 7 13.38% Increased
1240
Seilern Investment Management
Seilern Investment Management
United Kingdom
$173M -$83.5M 2 13.43% Reduced
1241
ProVise Management Group
ProVise Management Group
Florida
$173M -$2.42M 6 12.29% Reduced
1242
Beaumont Financial Advisors
Beaumont Financial Advisors
Massachusetts
$172M -$11.7M 10 11.36% Reduced
1243
TCOT
Trust Company of Toledo
Ohio
$172M -$1.03M 13 17% Reduced
1244
Foster Dykema Cabot & Partners
Foster Dykema Cabot & Partners
Massachusetts
$172M -$1.06M 6 10.58% Reduced
1245
Titan Investment Solutions
Titan Investment Solutions
$171M +$167M 5 20.63% New
1246
First American Trust
First American Trust
California
$171M +$1.4M 7 11.78% Increased
1247
MASTERINVEST Kapitalanlage
MASTERINVEST Kapitalanlage
$171M -$1.17M 11 16.24% Reduced
1248
Columbus Hill Capital Management
Columbus Hill Capital Management
New Jersey
$171M -$20.8M 3 24% Reduced
1249
Blue Grotto Capital
Blue Grotto Capital
Georgia
$170M +$37.7M 4 17.51% Increased
1250
Southeast Asset Advisors
Southeast Asset Advisors
Georgia
$170M -$5.28M 7 16.17% Reduced