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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
United Asset Strategies
United Asset Strategies
New York
$75.7M -$1.16M 7 9.44% Reduced
1352
German American Bancorp
German American Bancorp
Indiana
$75.6M -$1.89M 5 10.64% Reduced
1353
IC
Immersion Capital
United Kingdom
$75.1M -$74.4M 2 25.11% Reduced
1354
Sepio Capital
Sepio Capital
Utah
$75M -$4.19M 13 6.09% Reduced
1355
Meeder Advisory Services
Meeder Advisory Services
Ohio
$74.8M +$1.72M 9 8.06% Increased
1356
Ashton Thomas Private Wealth
Ashton Thomas Private Wealth
Arizona
$74.8M +$8.15M 9 5.72% Increased
1357
Claar Advisors
Claar Advisors
New York
$74.6M -$2.04M 4 28.23% Reduced
1358
Simmons Bank
Simmons Bank
Arkansas
$74.4M -$2.25M 7 6.25% Reduced
1359
Fund Management at Engine No 1
Fund Management at Engine No 1
California
$74.4M +$7.36M 12 13.69% Increased
1360
Sabal Trust
Sabal Trust
Florida
$74.3M +$11M 6 4.72% Increased
1361
Coastline Trust
Coastline Trust
Rhode Island
$74.1M +$12.8M 7 10.38% Increased
1362
Ninety One
Ninety One
South Africa
$74M +$23.8M 3 18.3% Increased
1363
Vantage Investment Partners
Vantage Investment Partners
Missouri
$74M -$2.23M 4 9.59% Reduced
1364
Kovack Advisors
Kovack Advisors
Florida
$73.9M +$3.51M 12 9.47% Increased
1365
Soltis Investment Advisors
Soltis Investment Advisors
Utah
$73.9M +$2.05M 7 8.59% Increased
1366
Ithaka Group
Ithaka Group
Virginia
$73.8M -$9.25M 3 15.41% Reduced
1367
BloombergSen
BloombergSen
Ontario, Canada
$73.7M -$2.87M 1 5.06% Reduced
1368
Folger Nolan Fleming Douglas Capital Management
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$73.6M +$1.52M 6 8.01% Increased
1369
1ST Source Bank
1ST Source Bank
Indiana
$73.4M -$1.37M 7 4.74% Reduced
1370
VM
Venator Management
Pennsylvania
$73.4M -$2.48M 3 26.77% Reduced
1371
Pitcairn
Pitcairn
Pennsylvania
$73.4M -$1.11M 12 6.19% Reduced
1372
180 Wealth Advisors
180 Wealth Advisors
Washington
$73.4M -$735K 14 16.11% Reduced
1373
ARS Investment Partners
ARS Investment Partners
New York
$73.3M -$707K 7 8.57% Reduced
1374
TFS
Thoroughbred Financial Services
Tennessee
$73.3M +$38.1K 7 9.6% Increased
1375
Bornite Capital Management
Bornite Capital Management
New York
$73.2M +$43.2M 2 14.14% Increased