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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
SP Asset Management
SP Asset Management
California
$84.3M +$5.76M 7 8.43% Increased
1352
Simplicity Solutions
Simplicity Solutions
Minnesota
$84.3M +$40.3M 7 9.41% Increased
1353
Cornerstone Investment Partners
Cornerstone Investment Partners
Georgia
$84.2M -$9.23M 1 4.67% Reduced
1354
Portolan Capital Management
Portolan Capital Management
Massachusetts
$84M +$9.02M 4 5.65% Increased
1355
Empirical Wealth Management
Empirical Wealth Management
Washington
$83.9M +$6.95M 11 4.19% Increased
1356
Apollon Wealth Management
Apollon Wealth Management
South Carolina
$83.8M +$6.58M 12 6.26% Increased
1357
Sumitomo Mitsui Financial Group
Sumitomo Mitsui Financial Group
Japan
$83.8M +$9.41M 8 2.41% Increased
1358
Grassi Investment Management
Grassi Investment Management
California
$83.7M +$2.35M 7 8.36% Increased
1359
Robertson Stephens Wealth Management
Robertson Stephens Wealth Management
California
$83.6M +$30.1M 8 7.03% Increased
1360
GFI Investment Counsel
GFI Investment Counsel
Ontario, Canada
$83.2M -$190K 1 9.63% Reduced
1361
Meag Munich Ergo
Meag Munich Ergo
Germany
$82.9M +$14.8M 7 5.89% Increased
1362
Ropes Wealth Advisors
Ropes Wealth Advisors
Massachusetts
$82.9M -$7.18M 9 14.58% Reduced
1363
Alan N. Hoffman Investment Management
Alan N. Hoffman Investment Management
Massachusetts
$82.9M +$1.45M 4 41.85% Increased
1364
Public Investment Fund
Public Investment Fund
Saudi Arabia
$82.8M +$3.25M 1 0.15% Increased
1365
Bank of Nova Scotia Trust
Bank of Nova Scotia Trust
Ontario, Canada
$82.7M -$3.97M 5 7.17% Reduced
1366
Hikari Tsushin Inc
Hikari Tsushin Inc
Japan
$82.7M +$82.5M 2 9.04% New
1367
Level Four Advisory Services
Level Four Advisory Services
Texas
$82.7M +$20.1M 11 6.3% Increased
1368
Silicon Valley Capital Partners
Silicon Valley Capital Partners
California
$82.6M +$2.1M 6 12.96% Increased
1369
J.W. Cole Advisors
J.W. Cole Advisors
Florida
$82.5M +$3.85M 14 5.37% Increased
1370
J.P. Marvel Investment Advisors
J.P. Marvel Investment Advisors
Massachusetts
$82.5M +$64.3M 7 16.13% Increased
1371
Caldwell Trust
Caldwell Trust
Florida
$82.5M -$342K 14 9.49% Reduced
1372
Kovack Advisors
Kovack Advisors
Florida
$82.3M -$648K 13 7.96% Reduced
1373
Hillman Company
Hillman Company
Pennsylvania
$82.2M +$3M 3 30.35% Increased
1374
LS Investment Advisors
LS Investment Advisors
Michigan
$82.1M -$22.6M 5 12.38% Reduced
1375
Webster Bank
Webster Bank
Connecticut
$81.7M -$2.42M 11 8.46% Reduced