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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
Gratus Capital
Gratus Capital
Georgia
$65.1M +$19.9M 7 7.29% Increased
1302
Junto Capital Management
Junto Capital Management
New York
$65M -$130M 2 1.93% Reduced
1303
Morningstar Investment Management
Morningstar Investment Management
Illinois
$65M +$30.3M 3 12.36% Increased
1304
BTP
Bloom Tree Partners
New York
$64.7M -$7.99M 3 15.17% Reduced
1305
JWCA
J.W. Cole Advisors
Florida
$64.7M +$268K 9 5.16% Increased
1306
Sheaff Brock Investment Advisors
Sheaff Brock Investment Advisors
Indiana
$64.7M -$21.7M 9 5.4% Reduced
1307
Private Advisory Group
Private Advisory Group
Washington
$64.6M +$2.39M 7 14.63% Increased
1308
BCH
Berkshire Capital Holdings
California
$64.6M +$14.4M 9 24.83% Increased
1309
Berkshire Asset Management
Berkshire Asset Management
Pennsylvania
$64.5M +$2.2M 6 4.22% Increased
1310
Tufton Capital Management
Tufton Capital Management
Maryland
$64.4M +$103K 5 12.04% Increased
1311
Oxbow Advisors
Oxbow Advisors
Texas
$64.3M -$6.67M 5 9.13% Reduced
1312
BWM
Bulltick Wealth Management
Florida
$64.3M +$10.6M 6 17.18% Increased
1313
SCM
Suvretta Capital Management
New York
$64.2M -$241M 1 2.44% Reduced
1314
Murphy Capital Management
Murphy Capital Management
New Jersey
$64.2M -$738K 6 8.91% Reduced
1315
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$63.8M -$2.94M 6 0.89% Reduced
1316
RIA
RPG Investment Advisory
California
$63.7M +$3.79M 6 12.91% Increased
1317
LVM Capital Management
LVM Capital Management
Michigan
$63.6M +$3.01M 6 9.23% Increased
1318
Evanson Asset Management
Evanson Asset Management
California
$63.3M +$604K 8 6.97% Increased
1319
Abbrea Capital
Abbrea Capital
California
$63.2M +$460K 6 10.52% Increased
1320
BTC Capital Management
BTC Capital Management
Iowa
$63.2M +$3.2M 5 7.72% Increased
1321
Fagan Associates
Fagan Associates
New York
$63.2M -$2.99M 4 16.88% Reduced
1322
Dixon Hubard Feinour & Brown
Dixon Hubard Feinour & Brown
Virginia
$63.1M -$3.11M 5 7.5% Reduced
1323
Abner Herrman & Brock
Abner Herrman & Brock
New Jersey
$63.1M -$4.15M 5 10.9% Reduced
1324
Dynamic Advisor Solutions
Dynamic Advisor Solutions
Arizona
$63.1M +$4.1M 9 4.85% Increased
1325
Samlyn Capital
Samlyn Capital
New York
$63.1M -$279M 1 1.26% Reduced