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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
Bristol Gate Capital Partners
Bristol Gate Capital Partners
Ontario, Canada
$102M -$4.96M 1 5.04% Reduced
1352
Addenda Capital
Addenda Capital
Quebec, Canada
$102M +$1.92M 6 3.98% Increased
1353
VM
Venator Management
Pennsylvania
$102M -$5.63M 3 30.72% Reduced
1354
ARS Wealth Advisors Group
ARS Wealth Advisors Group
Florida
$102M -$2.04M 6 13.17% Reduced
1355
Simmons Bank
Simmons Bank
Arkansas
$101M -$514K 8 7.65% Reduced
1356
RIA
RPG Investment Advisory
California
$101M +$185K 6 14.97% Increased
1357
Blue Whale Capital
Blue Whale Capital
United Kingdom
$101M +$3.27M 2 9.66% Increased
1358
Spinnaker Trust
Spinnaker Trust
Maine
$101M +$830K 7 6.48% Increased
1359
Abbrea Capital
Abbrea Capital
California
$101M -$5.71M 6 13.38% Reduced
1360
First Hawaiian Bank
First Hawaiian Bank
Hawaii
$101M -$6.95M 10 3.4% Reduced
1361
180 Wealth Advisors
180 Wealth Advisors
Washington
$101M +$664K 15 16.42% Increased
1362
Anderson Hoagland & Co
Anderson Hoagland & Co
Missouri
$101M -$2.83M 5 10.57% Reduced
1363
Amazon.com Inc
Amazon.com Inc
Washington
$100M $0 1 3.98% Maintained
1364
Harvey Capital Management
Harvey Capital Management
Florida
$100M -$724K 6 26.36% Reduced
1365
MayTech Global Investments
MayTech Global Investments
New York
$100M +$1.94M 4 15.01% Increased
1366
Eagle Ridge Investment Management
Eagle Ridge Investment Management
Connecticut
$100M -$2.91M 5 9.28% Reduced
1367
Pacific Sage Partners
Pacific Sage Partners
Washington
$100M -$962K 6 24.83% Reduced
1368
Evanson Asset Management
Evanson Asset Management
California
$100M -$8.76M 7 7.36% Reduced
1369
Arkadios Wealth Advisors
Arkadios Wealth Advisors
Georgia
$100M +$5.32M 9 6.74% Increased
1370
ACM
Aljian Capital Management
Nevada
$100M -$1.63M 4 33.15% Reduced
1371
Insigneo Advisory Services
Insigneo Advisory Services
Florida
$100M -$3.97M 9 11.25% Reduced
1372
CIA
Covington Investment Advisors
Pennsylvania
$100M -$2.11M 4 16.01% Reduced
1373
Value Star Asset Management
Value Star Asset Management
Hong Kong
$99.1M -$23M 3 36.73% Reduced
1374
Alan N. Hoffman Investment Management
Alan N. Hoffman Investment Management
Massachusetts
$98.9M -$455K 4 48.8% Reduced
1375
Bath Savings Trust
Bath Savings Trust
Maine
$98.8M -$411K 6 10.51% Reduced