← All themes

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
1326
Murphy Capital Management
Murphy Capital Management
New Jersey
$66.6M -$1.25M 6 8.88% Reduced
1327
Pitcairn
Pitcairn
Pennsylvania
$66.6M -$2.44M 12 5.08% Reduced
1328
SP Asset Management
SP Asset Management
California
$66.3M -$2.6M 7 9.14% Reduced
1329
General Pension Society PZU Joint Stock
General Pension Society PZU Joint Stock
Poland
$66.2M $0 3 21.93% Maintained
1330
James Investment Research
James Investment Research
Ohio
$66.2M -$14M 9 5.96% Reduced
1331
SignatureFD
SignatureFD
Georgia
$66.2M -$351K 25 3.12% Reduced
1332
Benjamin F. Edwards & Company
Benjamin F. Edwards & Company
Missouri
$66M -$4.79M 18 3.92% Reduced
1333
Summit Trail Advisors
Summit Trail Advisors
New York
$65.9M +$20.4M 7 8.31% Increased
1334
Bristol Gate Capital Partners
Bristol Gate Capital Partners
Ontario, Canada
$65.9M +$2.72M 1 4.37% Increased
1335
Fagan Associates
Fagan Associates
New York
$65.8M +$1.32M 4 16.53% Increased
1336
RIA
RPG Investment Advisory
California
$65.8M +$4.42M 9 13.23% Increased
1337
Harvey Capital Management
Harvey Capital Management
Florida
$65.7M -$667K 8 26.64% Reduced
1338
HighTower Trust
HighTower Trust
Texas
$65.4M -$1.8M 3 9.34% Reduced
1339
GW Henssler & Associates
GW Henssler & Associates
Georgia
$65.4M -$1.8M 8 5% Reduced
1340
Prospera Financial Services
Prospera Financial Services
Texas
$65.4M +$57.4M 11 4.5% Increased
1341
First American Trust
First American Trust
California
$65.4M -$13.1M 5 10.89% Reduced
1342
Ashburton (Jersey)
Ashburton (Jersey)
Jersey
$65.3M +$869K 6 27.01% Increased
1343
Bank of Nova Scotia Trust
Bank of Nova Scotia Trust
Ontario, Canada
$65.3M +$1.37M 5 6.8% Increased
1344
Kerrisdale Advisers
Kerrisdale Advisers
Florida
$65.3M -$9.9M 4 5.05% Reduced
1345
Indus Capital Partners
Indus Capital Partners
New York
$65.2M +$9.9M 1 10.1% Increased
1346
Vident Investment Advisory
Vident Investment Advisory
Georgia
$65.1M +$3.81M 19 2.65% Increased
1347
Callahan Advisors
Callahan Advisors
Texas
$65M -$645K 4 9.52% Reduced
1348
Dakota Wealth Management
Dakota Wealth Management
Florida
$65M +$12.9M 7 8.46% Increased
1349
Independent Financial Group
Independent Financial Group
California
$65M +$5.28M 13 9.58% Increased
1350
Janney Capital Management
Janney Capital Management
Pennsylvania
$65M -$12.9M 7 4.5% Reduced