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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
Pitcairn
Pitcairn
Pennsylvania
$107M +$1.2M 11 6.93% Increased
1277
Lyell Wealth Management
Lyell Wealth Management
California
$107M +$1.5M 10 10.85% Increased
1278
Ardmore Road Asset Management
Ardmore Road Asset Management
New York
$107M +$44.7M 3 18.76% Increased
1279
Connors Investor Services
Connors Investor Services
Pennsylvania
$106M -$3.53M 4 11.22% Reduced
1280
Thematics Asset Management
Thematics Asset Management
France
$106M +$24M 6 4.41% Increased
1281
TCM
Trybe Capital Management
Connecticut
$106M +$11.9M 3 17.6% Increased
1282
Moran Wealth Management
Moran Wealth Management
Florida
$106M +$4.13M 8 3.44% Increased
1283
Coastline Trust
Coastline Trust
Rhode Island
$106M +$7.23M 7 12.8% Increased
1284
L. Roy Papp & Associates
L. Roy Papp & Associates
Arizona
$106M -$3.99M 6 12.57% Reduced
1285
Waratah Capital Advisors
Waratah Capital Advisors
Ontario, Canada
$106M +$4.74M 3 3.16% Increased
1286
Janney Capital Management
Janney Capital Management
Pennsylvania
$105M -$6.4M 7 7.01% Reduced
1287
GW Henssler & Associates
GW Henssler & Associates
Georgia
$105M -$2.49M 6 6.19% Reduced
1288
Aquatic Capital Management
Aquatic Capital Management
Illinois
$105M -$9.12M 11 3.44% Reduced
1289
Shapiro Capital Management
Shapiro Capital Management
Georgia
$104M -$5.79M 2 2.81% Reduced
1290
SeaCrest Wealth Management
SeaCrest Wealth Management
New York
$104M -$10.5M 8 12.77% Reduced
1291
Focus Financial Network
Focus Financial Network
Minnesota
$104M -$70.9M 8 5.08% Reduced
1292
LVM Capital Management
LVM Capital Management
Michigan
$104M +$345K 6 12.28% Increased
1293
MGO One Seven
MGO One Seven
Ohio
$104M -$60.9K 11 5.4% Reduced
1294
Knights of Columbus Asset Advisors
Knights of Columbus Asset Advisors
Connecticut
$104M -$15.5M 7 7.5% Reduced
1295
Novare Capital Management
Novare Capital Management
North Carolina
$103M +$9.19M 6 9.33% Increased
1296
MCM
McKinley Capital Management
Alaska
$103M -$3.17M 3 12.32% Reduced
1297
Manitou Investment Management
Manitou Investment Management
Ontario, Canada
$103M -$649K 3 20.53% Reduced
1298
Stack Financial Management
Stack Financial Management
Montana
$102M -$627K 1 9.4% Reduced
1299
Bornite Capital Management
Bornite Capital Management
New York
$102M +$8.17M 3 17.14% Increased
1300
Wellington Shields Capital Management
Wellington Shields Capital Management
New York
$102M +$1.39M 6 19.27% Increased