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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
Telemus Capital
Telemus Capital
Michigan
$84.7M -$13.8M 8 7.17% Reduced
1277
IGYL
I.G.Y. Ltd
United Kingdom
$84.6M $0 1 47.96% Maintained
1278
Ulysses Management
Ulysses Management
New York
$84.5M +$13.8M 2 8.85% Increased
1279
Evanson Asset Management
Evanson Asset Management
California
$84.4M +$1.05M 9 8.67% Increased
1280
J. Goldman & Co
J. Goldman & Co
New York
$84.4M +$32.9M 4 4.23% Increased
1281
First American Trust
First American Trust
California
$84.1M +$7.2M 5 12.7% Increased
1282
Callahan Advisors
Callahan Advisors
Texas
$84.1M +$480K 5 10.6% Increased
1283
Mission Wealth Management
Mission Wealth Management
California
$84M +$5.81M 11 4.28% Increased
1284
Ensemble Capital Management
Ensemble Capital Management
California
$83.9M -$7.94M 2 6.82% Reduced
1285
Kore Private Wealth
Kore Private Wealth
New York
$83.9M +$2.01M 11 8.82% Increased
1286
Evoke Wealth
Evoke Wealth
California
$83.6M -$455K 16 3.14% Reduced
1287
Fagan Associates
Fagan Associates
New York
$83.6M -$1.3M 5 18.16% Reduced
1288
ACM
Aljian Capital Management
Nevada
$83.5M -$5.53M 5 36.5% Reduced
1289
Murphy Capital Management
Murphy Capital Management
New Jersey
$83.5M -$514K 6 9.76% Reduced
1290
Tradewinds Capital Management
Tradewinds Capital Management
Washington
$83.4M -$843K 20 14.16% Reduced
1291
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley
Virginia
$83.2M -$174K 15 1.2% Reduced
1292
Equitable Holdings
Equitable Holdings
New York
$83M +$930K 11 1.42% Increased
1293
AA
Ancient Art
Texas
$82.9M -$19M 1 8.75% Reduced
1294
Pennsylvania Capital Management
Pennsylvania Capital Management
Pennsylvania
$82.8M +$3.22M 6 36.93% Increased
1295
De Burlo Group
De Burlo Group
Massachusetts
$82.7M +$1.29M 4 13.41% Increased
1296
SCA
Sander Capital Advisors
Washington
$82.7M +$235K 3 36.33% Increased
1297
Financial Advocates Investment Management
Financial Advocates Investment Management
Washington
$82.6M +$564K 15 5.58% Increased
1298
KMG Fiduciary Partners
KMG Fiduciary Partners
Ohio
$82.5M +$7.15M 9 14.03% Increased
1299
Stack Financial Management
Stack Financial Management
Montana
$82.5M -$489K 1 7.87% Reduced
1300
Brookstone Capital Management
Brookstone Capital Management
Illinois
$82.5M +$8.39M 10 1.48% Increased