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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
NorthRock Partners
NorthRock Partners
Minnesota
$98.3M +$50.2M 7 4.11% Increased
1252
Matrix Asset Advisors
Matrix Asset Advisors
New York
$98.3M -$1.21M 5 12.51% Reduced
1253
Berkshire Asset Management
Berkshire Asset Management
Pennsylvania
$98.2M -$438K 6 5.59% Reduced
1254
JWBC
J.W. Burns & Co
New York
$98M +$221K 5 14.51% Increased
1255
Summit Trail Advisors
Summit Trail Advisors
New York
$97.9M -$16.2M 11 3.24% Reduced
1256
WAM
WT Asset Management
Hong Kong
$97.9M -$166M 2 12.31% Reduced
1257
Churchill Management
Churchill Management
California
$97.7M +$5.43M 8 1.5% Increased
1258
Avestar Capital
Avestar Capital
New York
$97.6M +$5.95M 8 11.06% Increased
1259
Capital Group Investment Management
Capital Group Investment Management
Singapore
$97.5M -$49.2M 5 10.23% Reduced
1260
Wedge Capital Management
Wedge Capital Management
North Carolina
$97.3M +$67M 8 1.74% Increased
1261
Clare Market Investments
Clare Market Investments
Texas
$97.2M -$2.45M 8 33.55% Reduced
1262
Connors Investor Services
Connors Investor Services
Pennsylvania
$97.1M +$4.37M 4 10.91% Increased
1263
Integrated Advisors Network
Integrated Advisors Network
Texas
$97M -$3.46M 12 5.48% Reduced
1264
Foundations Investment Advisors
Foundations Investment Advisors
Arizona
$96.8M +$25.5M 12 2.6% Increased
1265
Lyell Wealth Management
Lyell Wealth Management
California
$96.7M +$5.45M 10 11% Increased
1266
Think Investments
Think Investments
California
$96.7M -$7.25M 4 22.58% Reduced
1267
GW Henssler & Associates
GW Henssler & Associates
Georgia
$96.5M -$12.9M 6 6.37% Reduced
1268
Horiko Capital Management
Horiko Capital Management
New York
$96.5M +$25.1M 4 33.05% Increased
1269
Weatherly Asset Management
Weatherly Asset Management
California
$96.1M -$1.2M 6 10.35% Reduced
1270
Zimmer Partners
Zimmer Partners
New York
$96M -$19.2M 3 3.51% Reduced
1271
Morningstar Investment Management
Morningstar Investment Management
Illinois
$95.9M +$5M 5 11.02% Increased
1272
Penn Davis McFarland
Penn Davis McFarland
Texas
$95.6M -$3.48M 4 16.26% Reduced
1273
J.W. Cole Advisors
J.W. Cole Advisors
Florida
$95.5M +$11.2M 12 5.6% Increased
1274
HUB Investment Partners
HUB Investment Partners
Texas
$95.3M +$49M 11 6.5% Increased
1275
Alpine Investment Management
Alpine Investment Management
Hong Kong
$94.9M -$29M 1 19.33% Reduced