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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
RIA
RPG Investment Advisory
California
$73.1M +$698K 7 12.9% Increased
1277
Trexquant Investment
Trexquant Investment
Connecticut
$73M -$49.6M 17 2.01% Reduced
1278
LVM Capital Management
LVM Capital Management
Michigan
$73M +$635K 6 10.12% Increased
1279
HighTower Trust
HighTower Trust
Texas
$72.9M +$203K 5 7.13% Increased
1280
JWBC
J.W. Burns & Co
New York
$72.7M +$978K 5 12.36% Increased
1281
Berkshire Asset Management
Berkshire Asset Management
Pennsylvania
$72.6M +$1.04M 6 4.48% Increased
1282
GGV Capital
GGV Capital
California
$72.5M +$1.69M 2 38.54% Increased
1283
Grassi Investment Management
Grassi Investment Management
California
$72.4M -$289K 7 8.98% Reduced
1284
Insight Holdings Group
Insight Holdings Group
New York
$72.4M +$18.2M 4 1.63% Increased
1285
Credential Qtrade Securities
Credential Qtrade Securities
$72.2M -$142K 7 4.79% Reduced
1286
Maple Rock Capital Partners
Maple Rock Capital Partners
Ontario, Canada
$72M +$70.6M 1 6.36% New
1287
Janney Capital Management
Janney Capital Management
Pennsylvania
$72M +$533K 6 5.42% Increased
1288
Eagle Ridge Investment Management
Eagle Ridge Investment Management
Connecticut
$71.8M +$991K 5 8.07% Increased
1289
Fiduciary Group
Fiduciary Group
Georgia
$71.8M -$573K 6 9.33% Reduced
1290
Dynamic Advisor Solutions
Dynamic Advisor Solutions
Arizona
$71.7M +$5.08M 9 4.2% Increased
1291
Private Advisory Group
Private Advisory Group
Washington
$71.5M +$3.86M 6 15.21% Increased
1292
IHT Wealth Management
IHT Wealth Management
Illinois
$71.3M +$2.7M 10 4.07% Increased
1293
American National Bank & Trust
American National Bank & Trust
Texas
$71M +$3.47M 10 13.12% Increased
1294
BPIH
Broad Peak Investment Holdings
Singapore
$70.9M $0 1 7.1% Maintained
1295
ProVise Management Group
ProVise Management Group
Florida
$70.9M +$8.02M 6 6.78% Increased
1296
Connors Investor Services
Connors Investor Services
Pennsylvania
$70.6M +$6.44M 4 8.3% Increased
1297
Rothschild Investment LLC
Rothschild Investment LLC
Illinois
$70.5M +$332K 7 6.17% Increased
1298
First American Trust
First American Trust
California
$70.5M +$3.06M 5 10.46% Increased
1299
Washington Trust Bank
Washington Trust Bank
Washington
$70.3M +$4.74M 6 7.52% Increased
1300
Susquehanna Fundamental Investments
Susquehanna Fundamental Investments
Pennsylvania
$70.3M -$51.9M 10 1.64% Reduced