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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
Columbus Hill Capital Management
Columbus Hill Capital Management
New Jersey
$98.5M +$36M 3 21.45% Increased
1327
Credential Qtrade Securities
Credential Qtrade Securities
$98.3M +$1.45M 9 5.28% Increased
1328
First Hawaiian Bank
First Hawaiian Bank
Hawaii
$98.3M -$4.31M 9 3.04% Reduced
1329
FCP
Fosse Capital Partners
United Kingdom
$97.9M $0 1 38.85% Maintained
1330
Country Club Bank
Country Club Bank
Missouri
$97.7M -$4.44M 6 6.89% Reduced
1331
Girard Partners
Girard Partners
Pennsylvania
$97.6M +$933K 6 9.19% Increased
1332
Compound Global Advisors
Compound Global Advisors
Washington
$97.4M +$20.2M 3 14.52% Increased
1333
Fort Sheridan Advisors
Fort Sheridan Advisors
Illinois
$97.4M +$1.66M 8 18.35% Increased
1334
AL
Arnhold LLC
New York
$97.3M -$10.4M 9 10.3% Reduced
1335
Abbrea Capital
Abbrea Capital
California
$97.2M +$169K 6 12.8% Increased
1336
RNC Capital Management
RNC Capital Management
California
$96.9M -$27.9M 6 5.52% Reduced
1337
RIA
RPG Investment Advisory
California
$96.9M -$1.98M 6 14.53% Reduced
1338
Morningstar Investment Management
Morningstar Investment Management
Illinois
$96.7M -$8.91M 5 10.49% Reduced
1339
Van Cleef Asset Management
Van Cleef Asset Management
Ohio
$96.7M +$86.4K 4 12.22% Increased
1340
Blue Chip Partners
Blue Chip Partners
Michigan
$96.7M +$9.7M 6 9.39% Increased
1341
Kovack Advisors
Kovack Advisors
Florida
$96.6M +$2.71M 12 11.7% Increased
1342
Wahed Invest
Wahed Invest
New York
$96.6M +$13.5M 7 22.02% Increased
1343
Penobscot Investment Management
Penobscot Investment Management
Massachusetts
$95.9M +$3.26M 6 10.13% Increased
1344
Anderson Hoagland & Co
Anderson Hoagland & Co
Missouri
$95.8M +$4.23M 5 10.75% Increased
1345
ARS Wealth Advisors Group
ARS Wealth Advisors Group
Florida
$95.4M +$3.15M 6 12.88% Increased
1346
Ostrum Asset Management
Ostrum Asset Management
France
$95M -$1.99M 13 7.51% Reduced
1347
Freshford Capital Management
Freshford Capital Management
New York
$94.8M +$29.5M 2 14.11% Increased
1348
GHP Investment Advisors
GHP Investment Advisors
Colorado
$94.8M +$24.3K 18 4.7% Increased
1349
Evanson Asset Management
Evanson Asset Management
California
$94.8M -$738K 7 7.06% Reduced
1350
Fagan Associates
Fagan Associates
New York
$94.7M +$1.09M 5 17.73% Increased