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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
1276
KCP
KDI Capital Partners
North Carolina
$48.3M +$1.27M 4 21.87% Increased
1277
Blue Chip Partners
Blue Chip Partners
Michigan
$48.3M +$26.7M 6 12% Increased
1278
Benjamin F. Edwards & Company
Benjamin F. Edwards & Company
Missouri
$48.2M +$1.57M 19 4.12% Increased
1279
Value Partners Investments
Value Partners Investments
Manitoba, Canada
$48.1M +$47.7M 2 7.17% Increased
1280
FWM
Frontier Wealth Management
Missouri
$48.1M +$26.8M 7 7.85% Increased
1281
JWBC
J.W. Burns & Co
New York
$48M -$2.35M 6 12.97% Reduced
1282
Griffin Asset Management
Griffin Asset Management
New York
$48M +$1.86M 9 9.1% Increased
1283
Advisors Capital Management
Advisors Capital Management
New Jersey
$48M -$1.32M 6 3.05% Reduced
1284
Wealthspire Advisors (Maryland)
Wealthspire Advisors (Maryland)
Maryland
$47.9M -$1.74M 8 4.17% Reduced
1285
BBR Partners
BBR Partners
New York
$47.9M +$9.18M 7 7.13% Increased
1286
Essex Investment Management
Essex Investment Management
Massachusetts
$47.9M -$13.6M 7 9.7% Reduced
1287
Overbrook Management Corp
Overbrook Management Corp
New York
$47.8M +$2.42M 5 21.85% Increased
1288
Aravt Global
Aravt Global
New York
$47.8M -$25.8M 2 13.46% Reduced
1289
Palisade Asset Management
Palisade Asset Management
Minnesota
$47.6M +$653K 6 8.68% Increased
1290
Churchill Management
Churchill Management
California
$47.5M -$7.76M 4 2.39% Reduced
1291
PI
Pennant Investors
New Jersey
$47.5M +$22.6M 3 17.1% Increased
1292
ALPS Advisors
ALPS Advisors
Colorado
$47.4M -$11.5M 8 0.73% Reduced
1293
Giverny Capital
Giverny Capital
Quebec, Canada
$47.4M -$2.86M 2 6.04% Reduced
1294
Fulton Bank
Fulton Bank
Pennsylvania
$47.2M -$76.9K 9 3.77% Reduced
1295
JW Asset Management
JW Asset Management
Florida
$47.2M +$4.73M 2 43.34% Increased
1296
Goelzer Investment Management
Goelzer Investment Management
Indiana
$47.1M +$1.34M 7 5.37% Increased
1297
RCM
Ratan Capital Management
Florida
$47.1M +$27.3M 4 21.97% Increased
1298
Sompo Asset Management
Sompo Asset Management
Japan
$47.1M +$5.65M 8 12.49% Increased
1299
HighTower Trust
HighTower Trust
Texas
$47M -$2.31M 3 8.19% Reduced
1300
Means Investment Company
Means Investment Company
Maine
$47M +$1.28M 8 18.2% Increased