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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
1376
WealthTrust Fairport
WealthTrust Fairport
Ohio
$31M +$391K 4 3.14% Increased
1377
First American Trust
First American Trust
California
$31M -$1.19M 5 7.63% Reduced
1378
CF
CNA Financial
Illinois
$31M -$459K 5 7.46% Reduced
1379
ZAM
Zeal Asset Management
Hong Kong
$31M +$32.2M 1 44.15% New
1380
GSA Capital Partners
GSA Capital Partners
United Kingdom
$31M +$4.11M 15 1.88% Increased
1381
Edge Advisors
Edge Advisors
Georgia
$30.9M +$3.72M 13 3.04% Increased
1382
AFAM Capital
AFAM Capital
Texas
$30.9M +$1.2M 7 3.4% Increased
1383
Sigma Planning Corp
Sigma Planning Corp
Michigan
$30.9M +$2.42M 8 2.38% Increased
1384
LIM
Lagoda Investment Management
New York
$30.8M +$223K 3 11.75% Increased
1385
CCM
Cadence Capital Management
Massachusetts
$30.8M -$5.08M 10 1.96% Reduced
1386
Bristol Gate Capital Partners
Bristol Gate Capital Partners
Ontario, Canada
$30.8M +$32M 1 4.31% New
1387
CRCM
Cat Rock Capital Management
Connecticut
$30.7M +$29.9M 1 14.88% New
1388
DRW Securities
DRW Securities
Illinois
$30.7M +$29.8M 10 3.23% New
1389
ED
Exane Derivatives
France
$30.6M +$24.7M 8 5.28% Increased
1390
GAM
GVO Asset Management
Switzerland
$30.6M -$15.8M 1 7.05% Reduced
1391
MMG
Monetary Management Group
Missouri
$30.6M -$561K 6 12.32% Reduced
1392
Transform Wealth
Transform Wealth
Colorado
$30.6M +$17.1M 6 5.63% Increased
1393
SFG
Sather Financial Group
Texas
$30.5M -$415K 4 7.61% Reduced
1394
AIM
Assured Investment Management
New York
$30.4M +$6.86M 7 0.61% Increased
1395
Partners Capital Investment Group
Partners Capital Investment Group
Massachusetts
$30.4M -$4.84M 4 4.91% Reduced
1396
Compass Capital Management
Compass Capital Management
Minnesota
$30.3M -$967K 1 4.58% Reduced
1397
Endurance Wealth Management
Endurance Wealth Management
Rhode Island
$30.2M +$71K 11 4.85% Increased
1398
Bank of Nova Scotia Trust
Bank of Nova Scotia Trust
Ontario, Canada
$30M -$1.46M 6 3.25% Reduced
1399
J.P. Marvel Investment Advisors
J.P. Marvel Investment Advisors
Massachusetts
$30M -$66.8K 5 9.15% Reduced
1400
Vestor Capital
Vestor Capital
Illinois
$30M -$3.47M 7 6.48% Reduced