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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
Gladstone Institutional Advisory
Gladstone Institutional Advisory
Florida
$76.2M +$19.5M 13 7.45% Increased
1352
Alpine Woods Capital Investors
Alpine Woods Capital Investors
New York
$76.2M -$618K 8 8.16% Reduced
1353
Caldwell Trust
Caldwell Trust
Florida
$76.1M +$1.39M 12 9.62% Increased
1354
Abbrea Capital
Abbrea Capital
California
$76.1M -$882K 6 11.36% Reduced
1355
Alan N. Hoffman Investment Management
Alan N. Hoffman Investment Management
Massachusetts
$76.1M -$411K 4 44.58% Reduced
1356
Atlantic Union Bankshares
Atlantic Union Bankshares
Virginia
$76.1M +$2.29M 7 7.16% Increased
1357
Novare Capital Management
Novare Capital Management
North Carolina
$75.9M -$12.8M 6 8.43% Reduced
1358
BlueDrive Global Investors
BlueDrive Global Investors
United Kingdom
$75.9M -$13M 2 24.5% Reduced
1359
MAM
Morse Asset Management
Connecticut
$75.9M -$2.98M 6 18.07% Reduced
1360
Fukoku Mutual Life Insurance
Fukoku Mutual Life Insurance
Japan
$75.8M +$6.74M 10 5.93% Increased
1361
Meiji Yasuda Life Insurance
Meiji Yasuda Life Insurance
Japan
$75.7M -$83.1K 8 1.32% Reduced
1362
Foundry Partners
Foundry Partners
Minnesota
$75.7M -$1.54M 8 2.72% Reduced
1363
Portolan Capital Management
Portolan Capital Management
Massachusetts
$75.7M +$8.33M 4 5.51% Increased
1364
Rothschild Investment LLC
Rothschild Investment LLC
Illinois
$75.5M -$20.6M 7 6.34% Reduced
1365
Mid Atlantic Financial Management
Mid Atlantic Financial Management
Pennsylvania
$75.4M +$277K 10 5.05% Increased
1366
Cookson Peirce & Co
Cookson Peirce & Co
Pennsylvania
$75.4M +$10.6M 6 4.59% Increased
1367
Merriman Wealth Management
Merriman Wealth Management
Washington
$75M +$251K 5 6.23% Increased
1368
1ST Source Bank
1ST Source Bank
Indiana
$74.9M -$1.26M 6 4.72% Reduced
1369
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$74.9M +$396K 5 1.1% Increased
1370
Westwind Capital
Westwind Capital
New Mexico
$74.8M -$4.75M 6 19.9% Reduced
1371
Choate Investment Advisors
Choate Investment Advisors
Massachusetts
$74.8M -$5.05M 6 4.77% Reduced
1372
RIA
RPG Investment Advisory
California
$74.8M -$5.14M 9 12.32% Reduced
1373
Synergy Asset Management
Synergy Asset Management
Washington
$74.5M +$18.6M 3 17.32% Increased
1374
MD Financial Management
MD Financial Management
Ontario, Canada
$74.4M -$8.58M 7 1.89% Reduced
1375
United Asset Strategies
United Asset Strategies
New York
$74.3M +$901K 6 9.58% Increased