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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
1351
Fagan Associates
Fagan Associates
New York
$146M -$278K 6 18.02% Reduced
1352
MidFirst Bank
MidFirst Bank
Oklahoma
$146M +$1.17M 17 10.37% Increased
1353
Matrix Asset Advisors
Matrix Asset Advisors
New York
$146M -$2.49M 5 11.87% Reduced
1354
Oak Grove Capital
Oak Grove Capital
New Hampshire
$146M +$28.3M 6 6.92% Increased
1355
Venturi Wealth Management
Venturi Wealth Management
Texas
$145M +$2.85M 11 5.62% Increased
1356
RDST Capital
RDST Capital
Washington
$145M +$299K 2 12.03% Increased
1357
Coastline Trust
Coastline Trust
Rhode Island
$145M -$901K 9 12.87% Reduced
1358
Northside Capital Management
Northside Capital Management
Oregon
$145M -$3.84M 7 11.88% Reduced
1359
Smartleaf Asset Management
Smartleaf Asset Management
Massachusetts
$145M $0 27 4.71% Maintained
1360
Ninety One
Ninety One
South Africa
$145M -$12.6M 5 7.84% Reduced
1361
Beacon Investment Advisory Services
Beacon Investment Advisory Services
New Jersey
$145M +$3.46M 16 5.37% Increased
1362
Suncoast Equity Management
Suncoast Equity Management
Florida
$145M -$28.6M 3 18.1% Reduced
1363
Foster Victor Wealth Advisors
Foster Victor Wealth Advisors
South Carolina
$144M -$875K 9 7.58% Reduced
1364
Findlay Park Partners
Findlay Park Partners
United Kingdom
$144M -$5.31M 1 1.95% Reduced
1365
Payden & Rygel
Payden & Rygel
California
$144M +$9.29M 7 11.06% Increased
1366
Y.D. More Investments
Y.D. More Investments
Israel
$144M +$34M 14 4.48% Increased
1367
Highbridge Capital Management
Highbridge Capital Management
New York
$144M +$143M 5 3.5% Increased
1368
OC
Oakmont Corp
California
$144M -$19.3M 5 28.6% Reduced
1369
LJAF
Laura & John Arnold Foundation
Texas
$143M $0 2 43.4% Maintained
1370
Camden Asset Management
Camden Asset Management
California
$143M +$143M 2 4.18% New
1371
SeaCrest Wealth Management
SeaCrest Wealth Management
New York
$143M -$12.6M 9 15.85% Reduced
1372
Fiduciary Group
Fiduciary Group
Georgia
$143M -$2.13M 6 11.21% Reduced
1373
LWANC
Laurel Wealth Advisors (North Carolina)
North Carolina
$143M +$17.2M 6 13.79% Increased
1374
MTC
McDaniel Terry & Co
Texas
$142M -$118K 5 11.12% Reduced
1375
EWM
Elite Wealth Management
Washington
$142M -$7.33M 4 41.98% Reduced