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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
Southeast Asset Advisors
Southeast Asset Advisors
Georgia
$97.4M -$427K 6 13.36% Reduced
1252
Paloma Partners
Paloma Partners
Connecticut
$96.9M +$78.1M 23 1.44% Increased
1253
Discerene Group
Discerene Group
Connecticut
$96.7M +$119M 1 19.76% New
1254
JWBC
J.W. Burns & Co
New York
$96.6M -$3.45M 6 13.99% Reduced
1255
Fiduciary Group
Fiduciary Group
Georgia
$96.5M -$521K 6 10.74% Reduced
1256
Chiron Investment Management
Chiron Investment Management
New York
$96.4M +$62.6M 5 10.55% Increased
1257
Valley Wealth Managers
Valley Wealth Managers
New Jersey
$96.1M -$3.48M 8 7.71% Reduced
1258
IndexIQ Advisors
IndexIQ Advisors
New York
$95.8M -$1.15M 13 3.2% Reduced
1259
IFP Advisors
IFP Advisors
Florida
$95.6M -$7.6M 27 1.87% Reduced
1260
Tradewinds Capital Management
Tradewinds Capital Management
Washington
$95.6M -$1.47M 21 14.65% Reduced
1261
AIM
Aigen Investment Management
New York
$95.5M +$89.8M 19 5.86% Increased
1262
German American Bancorp
German American Bancorp
Indiana
$95.4M +$1.34M 5 13.36% Increased
1263
Claar Advisors
Claar Advisors
New York
$95.3M -$9.9M 3 27.29% Reduced
1264
L. Roy Papp & Associates
L. Roy Papp & Associates
Arizona
$95.2M -$820K 6 10.9% Reduced
1265
First American Trust
First American Trust
California
$94.9M +$2.69M 5 12.96% Increased
1266
Equitable Holdings
Equitable Holdings
New York
$94.4M +$3.92M 13 1.49% Increased
1267
Evanson Asset Management
Evanson Asset Management
California
$94.4M -$918K 8 8.4% Reduced
1268
Callahan Advisors
Callahan Advisors
Texas
$94M +$543K 5 10.55% Increased
1269
Frontier Capital Management
Frontier Capital Management
Massachusetts
$94M -$80.4M 1 0.74% Reduced
1270
Gerber Kawasaki Wealth & Investment Management
Gerber Kawasaki Wealth & Investment Management
California
$93.8M +$37M 9 7.47% Increased
1271
Islet Management
Islet Management
New York
$93.5M +$49.6M 2 2.55% Increased
1272
KMG Fiduciary Partners
KMG Fiduciary Partners
Ohio
$93.3M +$3M 9 14.44% Increased
1273
Independent Financial Group
Independent Financial Group
California
$93.3M +$5.34M 13 7.71% Increased
1274
Galvin Gaustad & Stein
Galvin Gaustad & Stein
Arizona
$93.2M -$3.16M 5 8.05% Reduced
1275
Pennsylvania Capital Management
Pennsylvania Capital Management
Pennsylvania
$93.1M +$7.95M 6 31.87% Increased