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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
RIA
RPG Investment Advisory
California
$138M -$7.06M 6 16.34% Reduced
1327
L. Roy Papp & Associates
L. Roy Papp & Associates
Arizona
$138M -$1.04M 7 15.54% Reduced
1328
Evelyn Partners Investment Management Services
Evelyn Partners Investment Management Services
$138M +$5.23M 7 18.52% Increased
1329
Cookson Peirce & Co
Cookson Peirce & Co
Pennsylvania
$138M +$22M 8 5.65% Increased
1330
Novare Capital Management
Novare Capital Management
North Carolina
$138M -$503K 6 10.47% Reduced
1331
Weatherly Asset Management
Weatherly Asset Management
California
$137M -$2.8M 6 11.33% Reduced
1332
Benchstone Capital Management
Benchstone Capital Management
New York
$137M -$50.6M 5 18.74% Reduced
1333
IP
Interval Partners
New York
$137M +$30.2M 6 2.24% Increased
1334
GHP Investment Advisors
GHP Investment Advisors
Colorado
$137M -$2.38M 14 5.76% Reduced
1335
Sagespring Wealth Partners
Sagespring Wealth Partners
Tennessee
$137M +$6.36M 11 2.68% Increased
1336
HS Management Partners
HS Management Partners
New York
$137M -$89.7M 3 17.79% Reduced
1337
CapWealth Advisors
CapWealth Advisors
Tennessee
$137M -$3.31M 6 9.4% Reduced
1338
Kapitalo Investimentos
Kapitalo Investimentos
Brazil
$136M +$29.6M 3 25.3% Increased
1339
Barlow Wealth Partners
Barlow Wealth Partners
Kentucky
$136M +$12M 6 15.11% Increased
1340
Park West Asset Management
Park West Asset Management
California
$136M +$35.1M 2 11.43% Increased
1341
Candlestick Capital Management
Candlestick Capital Management
Connecticut
$136M -$316M 2 3.29% Reduced
1342
V-Square Quantitative Management
V-Square Quantitative Management
Illinois
$136M +$3.79M 5 22.86% Increased
1343
Larson Financial Group
Larson Financial Group
Missouri
$135M +$6.19M 29 4.73% Increased
1344
Means Investment Company
Means Investment Company
Maine
$135M -$3.18M 8 11.71% Reduced
1345
Hartline Investment Corp
Hartline Investment Corp
Illinois
$135M -$2.97M 8 14.02% Reduced
1346
Cat Rock Capital Management
Cat Rock Capital Management
Connecticut
$135M -$13.8M 2 16.67% Reduced
1347
Blue Chip Partners
Blue Chip Partners
Michigan
$135M -$6.27M 6 10.1% Reduced
1348
Barton Investment Management
Barton Investment Management
Pennsylvania
$135M -$952K 5 13.74% Reduced
1349
Fagan Associates
Fagan Associates
New York
$135M +$999K 6 18.61% Increased
1350
RDST Capital
RDST Capital
Washington
$135M -$16M 2 12.67% Reduced