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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
1326
Palisade Capital Management
Palisade Capital Management
New Jersey
$88.4M +$2.81M 7 2.34% Increased
1327
Coastline Trust
Coastline Trust
Rhode Island
$88.3M +$3.58M 7 11.74% Increased
1328
Global Retirement Partners
Global Retirement Partners
California
$88.3M +$4.08M 24 3.69% Increased
1329
Credential Qtrade Securities
Credential Qtrade Securities
$87.8M -$2.89M 9 5.24% Reduced
1330
RIA
RPG Investment Advisory
California
$87.8M -$3.8M 7 14.29% Reduced
1331
Van Cleef Asset Management
Van Cleef Asset Management
Ohio
$87.7M +$965K 4 12.32% Increased
1332
Tybourne Capital Management
Tybourne Capital Management
Hong Kong
$87.7M -$51M 3 13.06% Reduced
1333
Transcend Capital Advisors
Transcend Capital Advisors
New Jersey
$87.6M -$3.61M 11 7.78% Reduced
1334
Pine Valley Investments
Pine Valley Investments
New Jersey
$87M +$3.2M 10 6.26% Increased
1335
Ostrum Asset Management
Ostrum Asset Management
France
$87M -$6.13M 13 7.56% Reduced
1336
Financial Advocates Investment Management
Financial Advocates Investment Management
Washington
$87M -$744K 10 5.69% Reduced
1337
Vantage Investment Partners
Vantage Investment Partners
Missouri
$87M +$12.1M 4 8.67% Increased
1338
Eagle Ridge Investment Management
Eagle Ridge Investment Management
Connecticut
$86.9M -$2.85M 5 8.53% Reduced
1339
Wolf Hill Capital Management
Wolf Hill Capital Management
Connecticut
$86.8M +$65.5M 1 5.54% New
1340
WCG Wealth Advisors
WCG Wealth Advisors
Nevada
$86.8M -$3.61M 6 6.38% Reduced
1341
Teamwork Financial Advisors
Teamwork Financial Advisors
Texas
$86.7M +$10.7M 8 14.88% Increased
1342
Onex Canada Asset Management
Onex Canada Asset Management
Ontario, Canada
$86.6M -$22.9M 5 8.54% Reduced
1343
Evanson Asset Management
Evanson Asset Management
California
$86.5M +$49K 9 7.03% Increased
1344
Pacific Sage Partners
Pacific Sage Partners
Washington
$86.2M -$569K 6 23.61% Reduced
1345
Thematics Asset Management
Thematics Asset Management
France
$86M +$10.7M 5 3.78% Increased
1346
Abbrea Capital
Abbrea Capital
California
$85.9M +$823K 6 12.35% Increased
1347
Telemus Capital
Telemus Capital
Michigan
$85.8M -$2.19M 8 7.08% Reduced
1348
Girard Partners
Girard Partners
Pennsylvania
$85.8M -$2.81M 6 8.7% Reduced
1349
German American Bancorp
German American Bancorp
Indiana
$85.5M +$689K 4 11.27% Increased
1350
Americana Partners
Americana Partners
Texas
$85.4M +$3.22M 6 8.14% Increased