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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
TD Private Client Wealth
TD Private Client Wealth
New York
$127M -$3.4M 17 3.12% Reduced
1302
Principal Street Partners
Principal Street Partners
Tennessee
$126M +$69.3M 7 12.36% Increased
1303
Means Investment Company
Means Investment Company
Maine
$126M -$213K 8 11.93% Reduced
1304
Baxter Bros Inc
Baxter Bros Inc
Connecticut
$126M +$4.98M 5 15.39% Increased
1305
JWBC
J.W. Burns & Co
New York
$125M -$78.4K 6 15.21% Reduced
1306
BDF Gestion
BDF Gestion
France
$125M -$28.4M 4 14% Reduced
1307
Smith Group Asset Management
Smith Group Asset Management
Texas
$125M +$915K 7 8.2% Increased
1308
J. Goldman & Co
J. Goldman & Co
New York
$125M -$48.5M 4 2.99% Reduced
1309
DFO
Duquesne Family Office
New York
$125M +$44M 2 3.07% Increased
1310
Coronation Fund Managers
Coronation Fund Managers
South Africa
$125M -$4.79M 3 6.77% Reduced
1311
Blue Chip Partners
Blue Chip Partners
Michigan
$124M +$2.04M 6 10.14% Increased
1312
ACM
Aljian Capital Management
Nevada
$124M -$4.05M 10 27.32% Reduced
1313
Tandem Investment Advisors
Tandem Investment Advisors
South Carolina
$124M -$741K 4 4.35% Reduced
1314
Rollins Financial Advisors
Rollins Financial Advisors
New York
$124M -$3.87M 5 19.8% Reduced
1315
Dearborn Partners
Dearborn Partners
Illinois
$124M -$61.4K 7 5.88% Reduced
1316
Hartline Investment Corp
Hartline Investment Corp
Illinois
$124M -$20.7M 8 14.09% Reduced
1317
Wellington Shields Capital Management
Wellington Shields Capital Management
New York
$124M -$2.15M 7 20.94% Reduced
1318
Novare Capital Management
Novare Capital Management
North Carolina
$123M -$226K 6 10.02% Reduced
1319
CX Institutional
CX Institutional
Indiana
$123M +$15.8M 18 4.3% Increased
1320
MWA
Miller Wealth Advisors
Colorado
$123M +$18.9M 5 57.64% Increased
1321
Palo Alto Wealth Advisors
Palo Alto Wealth Advisors
California
$123M -$11.9M 6 46.45% Reduced
1322
Focus Financial Network
Focus Financial Network
Minnesota
$123M -$11.2M 7 4.84% Reduced
1323
TWC
The Woodbridge Company
Ontario, Canada
$123M +$112M 4 0.2% New
1324
Walleye Trading
Walleye Trading
New York
$122M -$62.4M 12 0.22% Reduced
1325
Estabrook Capital Management
Estabrook Capital Management
New York
$122M -$2.31M 10 18.84% Reduced