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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
Knollwood Investment Advisory
Knollwood Investment Advisory
Maryland
$115M +$4.75M 8 12.81% Increased
1277
Focus Financial Network
Focus Financial Network
Minnesota
$115M +$1.99M 8 4.91% Increased
1278
Transcend Capital Advisors
Transcend Capital Advisors
New Jersey
$115M +$5.85M 12 8.33% Increased
1279
Fort Sheridan Advisors
Fort Sheridan Advisors
Illinois
$115M +$8.58M 8 18.55% Increased
1280
Wellington Shields Capital Management
Wellington Shields Capital Management
New York
$115M +$1.34M 7 20.89% Increased
1281
L. Roy Papp & Associates
L. Roy Papp & Associates
Arizona
$114M -$4.11M 6 13.85% Reduced
1282
Hilton Capital Management
Hilton Capital Management
New York
$114M +$24.1M 6 9.63% Increased
1283
GW Henssler & Associates
GW Henssler & Associates
Georgia
$114M -$3.01M 6 6.87% Reduced
1284
Connors Investor Services
Connors Investor Services
Pennsylvania
$114M -$3.14M 4 11.87% Reduced
1285
Farther Finance Advisors
Farther Finance Advisors
California
$113M +$32.2M 26 5.49% Increased
1286
Fiduciary Group
Fiduciary Group
Georgia
$113M -$740K 6 12.15% Reduced
1287
Pine Valley Investments
Pine Valley Investments
New Jersey
$113M +$3.54M 10 7.4% Increased
1288
Novare Capital Management
Novare Capital Management
North Carolina
$113M -$1.18M 6 10.14% Reduced
1289
German American Bancorp
German American Bancorp
Indiana
$113M +$2.53M 4 12.95% Increased
1290
United Asset Strategies
United Asset Strategies
New York
$113M +$7.72M 7 11.1% Increased
1291
Symmetry Investments
Symmetry Investments
Jersey
$112M -$35.8M 6 12.6% Reduced
1292
Parker Investment Management
Parker Investment Management
California
$112M +$10.8M 4 17.16% Increased
1293
Driehaus Capital Management
Driehaus Capital Management
Illinois
$112M +$50M 7 1.09% Increased
1294
Harvest Portfolios Group
Harvest Portfolios Group
Ontario, Canada
$112M -$8.48M 5 4.27% Reduced
1295
ARS Investment Partners
ARS Investment Partners
New York
$112M +$4.45M 6 10.68% Increased
1296
Bridgeway Capital Management
Bridgeway Capital Management
Texas
$112M -$38.8M 8 2.61% Reduced
1297
LVM Capital Management
LVM Capital Management
Michigan
$112M -$1.79M 6 12.7% Reduced
1298
Waycross Partners
Waycross Partners
Kentucky
$112M +$10.7M 3 17.11% Increased
1299
Blue Chip Partners
Blue Chip Partners
Michigan
$111M +$2.99M 6 10.27% Increased
1300
Boston Common Asset Management
Boston Common Asset Management
Massachusetts
$111M -$1.86M 6 2.85% Reduced