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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
1301
DSI
Daiwa SB Investments
Japan
$28.5M -$3.15M 7 7.79% Reduced
1302
Strategy Asset Managers
Strategy Asset Managers
California
$28.4M -$1.85M 4 5.84% Reduced
1303
Goelzer Investment Management
Goelzer Investment Management
Indiana
$28.2M -$235K 6 3.46% Reduced
1304
Traynor Capital Management
Traynor Capital Management
Pennsylvania
$28.2M +$3.1M 6 13.94% Increased
1305
RWA
Ropes Wealth Advisors
Massachusetts
$28.2M +$5.87M 11 7.97% Increased
1306
Sheaff Brock Investment Advisors
Sheaff Brock Investment Advisors
Indiana
$28.1M -$8.66M 8 3.7% Reduced
1307
Weatherly Asset Management
Weatherly Asset Management
California
$28M +$923K 7 7.89% Increased
1308
Wedbush Securities
Wedbush Securities
California
$28M +$1.6M 9 3.64% Increased
1309
First Mercantile Trust
First Mercantile Trust
Tennessee
$28M -$7.49M 12 5.05% Reduced
1310
ThornTree Capital Partners
ThornTree Capital Partners
Massachusetts
$27.9M +$3.8M 2 13.11% Increased
1311
CCMIC
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$27.8M +$445K 2 2.81% Increased
1312
SeaBridge Investment Advisors
SeaBridge Investment Advisors
New Jersey
$27.8M +$297K 5 6.68% Increased
1313
CAM
Columbia Asset Management
Michigan
$27.7M -$314K 6 8.94% Reduced
1314
AA
Antipodean Advisors
New York
$27.7M +$10.9M 2 15.57% Increased
1315
Catalyst Capital Advisors
Catalyst Capital Advisors
New York
$27.7M +$10.4M 5 1.18% Increased
1316
MIM
Manitou Investment Management
Ontario, Canada
$27.7M +$1.15M 2 8.07% Increased
1317
Kings Point Capital Management
Kings Point Capital Management
New York
$27.5M +$2.96M 7 6.41% Increased
1318
PCMK
Paragon Capital Management (Kansas)
Kansas
$27.5M +$444K 2 8.81% Increased
1319
Sunriver Management
Sunriver Management
Connecticut
$27.4M -$18.3M 1 6.1% Reduced
1320
CCM
Concourse Capital Management
Georgia
$27.3M -$193K 3 15.42% Reduced
1321
Maple Capital Management
Maple Capital Management
Vermont
$27.3M +$614K 5 7.84% Increased
1322
PGIM
Pacific Global Investment Management
California
$27.3M -$248K 6 6.27% Reduced
1323
Fulton Bank
Fulton Bank
Pennsylvania
$27.2M +$629K 7 2.12% Increased
1324
Appleton Partners
Appleton Partners
Massachusetts
$27.2M +$4.51M 7 4.57% Increased
1325
Ashmore Group
Ashmore Group
United Kingdom
$27.1M -$16.2M 1 18.03% Reduced