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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
1251
GuardCap Asset Management
GuardCap Asset Management
United Kingdom
$46.3M +$8.97M 1 10.69% Increased
1252
Sirios Capital Management
Sirios Capital Management
Massachusetts
$46.3M -$21.2K 1 2.39% Reduced
1253
Dearborn Partners
Dearborn Partners
Illinois
$46.2M +$1.47M 6 3.24% Increased
1254
Cubist Systematic Strategies
Cubist Systematic Strategies
Connecticut
$46M -$2.93M 20 2.51% Reduced
1255
IQ EQ Fund Management
IQ EQ Fund Management
Ireland
$46M -$9.43M 6 12.62% Reduced
1256
YCG LLC
YCG LLC
Texas
$45.9M -$70.1K 2 9.13% Reduced
1257
Advisors Capital Management
Advisors Capital Management
New Jersey
$45.5M -$77.8K 5 2.98% Reduced
1258
PVH
Psagot Value Holdings
Israel
$45.4M +$435K 6 2.03% Increased
1259
Howe & Rusling
Howe & Rusling
New York
$45.4M +$51.3K 11 7.58% Increased
1260
SM
Selkirk Management
New Jersey
$45M +$3.56M 3 22.91% Increased
1261
BBI
Baxter Bros Inc
Connecticut
$44.9M +$277K 4 10.78% Increased
1262
Canandaigua National Bank & Trust
Canandaigua National Bank & Trust
New York
$44.8M -$752K 7 7.96% Reduced
1263
SFG
Sather Financial Group
Texas
$44.8M -$2.88M 5 9% Reduced
1264
Hartline Investment Corp
Hartline Investment Corp
Illinois
$44.7M +$1.29M 7 10.46% Increased
1265
Pembroke Management
Pembroke Management
Quebec, Canada
$44.6M +$3.32M 3 4.58% Increased
1266
SeaCrest Wealth Management
SeaCrest Wealth Management
New York
$44.6M +$732K 20 7.54% Increased
1267
Polaris Wealth Advisory Group
Polaris Wealth Advisory Group
California
$44.4M +$41.9M 10 3.06% Increased
1268
Southeast Asset Advisors
Southeast Asset Advisors
Georgia
$44.1M -$59.5K 4 11.82% Reduced
1269
JAM
JW Asset Management
Florida
$44.1M -$3.29M 2 23.77% Reduced
1270
BlueCrest Capital Management
BlueCrest Capital Management
Jersey
$44M +$470K 15 1.17% Increased
1271
Fulton Bank
Fulton Bank
Pennsylvania
$44M +$454K 10 2.89% Increased
1272
Wolverine Asset Management
Wolverine Asset Management
Illinois
$43.9M -$13M 7 0.51% Reduced
1273
Alpha Wave Global
Alpha Wave Global
New York
$43.9M -$12.1M 2 7.12% Reduced
1274
AE Wealth Management
AE Wealth Management
Kansas
$43.8M +$9.02M 11 2.41% Increased
1275
Edge Wealth Management
Edge Wealth Management
New York
$43.8M -$4.55M 9 10.52% Reduced