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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
FJ Investments
FJ Investments
Utah
$128M +$92.4K 2 12.16% Increased
1252
SAM
Scopus Asset Management
New York
$128M +$14.7M 1 3.04% Increased
1253
Petredis Investment Advisors
Petredis Investment Advisors
Pennsylvania
$127M -$2.98M 6 13.16% Reduced
1254
Lyell Wealth Management
Lyell Wealth Management
California
$127M -$2.31M 10 11.4% Reduced
1255
Waycross Partners
Waycross Partners
Kentucky
$127M +$3.21M 3 16.46% Increased
1256
TM
Tikvah Management
North Carolina
$127M $0 3 34.6% Maintained
1257
CreativeOne Wealth
CreativeOne Wealth
Kansas
$127M +$28.9M 11 3.89% Increased
1258
Accel Leaders 4 Associates
Accel Leaders 4 Associates
California
$127M +$112M 1 100% New
1259
Asset Advisors Investment Management
Asset Advisors Investment Management
Georgia
$127M -$1.6M 5 13.27% Reduced
1260
Steginsky Capital
Steginsky Capital
New York
$127M +$1.48M 2 27.14% Increased
1261
United Asset Strategies
United Asset Strategies
New York
$127M +$1.46M 6 11.62% Increased
1262
German American Bancorp
German American Bancorp
Indiana
$126M +$1.37M 4 13.24% Increased
1263
NJ State Employees Deferred Compensation Plan
NJ State Employees Deferred Compensation Plan
New Jersey
$126M -$3.1M 9 15.36% Reduced
1264
Integrated Advisors Network
Integrated Advisors Network
Texas
$126M +$2.67M 10 6.03% Increased
1265
Ariel Investments
Ariel Investments
Illinois
$126M -$43.6M 4 1.35% Reduced
1266
Wedmont Private Capital
Wedmont Private Capital
Pennsylvania
$126M +$9.05M 13 6.65% Increased
1267
Centaurus Financial
Centaurus Financial
California
$126M +$18.7M 14 7.69% Increased
1268
Summit Financial
Summit Financial
New Jersey
$126M +$8.76M 7 4.41% Increased
1269
Osborne Partners Capital Management
Osborne Partners Capital Management
California
$126M +$1.49M 7 7.28% Increased
1270
Soltis Investment Advisors
Soltis Investment Advisors
Utah
$125M +$7.9M 7 11.61% Increased
1271
Morningstar Investment Management
Morningstar Investment Management
Illinois
$125M +$10.6M 5 9.87% Increased
1272
Whitney & Co
Whitney & Co
New York
$125M -$2.17M 6 13.12% Reduced
1273
Rollins Financial Advisors
Rollins Financial Advisors
New York
$125M -$3.53M 4 19.5% Reduced
1274
Cambiar Investors
Cambiar Investors
Colorado
$124M -$3.79M 2 4.93% Reduced
1275
Arkadios Wealth Advisors
Arkadios Wealth Advisors
Georgia
$124M +$4.29M 9 6.75% Increased