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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
Wallington Asset Management
Wallington Asset Management
Indiana
$52.1M +$154K 3 12.91% Increased
1377
Lyell Wealth Management
Lyell Wealth Management
California
$52.1M -$4.14M 6 11.43% Reduced
1378
Advisornet Financial
Advisornet Financial
Minnesota
$52M -$1.62M 18 4.19% Reduced
1379
MayTech Global Investments
MayTech Global Investments
New York
$52M +$1.1M 5 16.32% Increased
1380
FPCM
Financial Partners Capital Management
New York
$51.9M -$1.45M 6 14.95% Reduced
1381
Fukoku Mutual Life Insurance
Fukoku Mutual Life Insurance
Japan
$51.9M +$19.1M 11 5.87% Increased
1382
Equitable Holdings
Equitable Holdings
New York
$51.6M +$353K 10 1.48% Increased
1383
FWM
Frontier Wealth Management
Missouri
$51.4M -$9.23M 7 4.72% Reduced
1384
SignatureFD
SignatureFD
Georgia
$51.3M +$1.02M 22 3.1% Increased
1385
Baker Avenue Asset Management
Baker Avenue Asset Management
California
$51.2M +$603K 8 4.22% Increased
1386
Dundas Partners
Dundas Partners
United Kingdom
$51.1M -$2.76M 3 11.18% Reduced
1387
Abbrea Capital
Abbrea Capital
California
$51.1M +$552K 7 11.66% Increased
1388
Lucia Wealth Services
Lucia Wealth Services
California
$51M +$6.78M 9 13.49% Increased
1389
Nicollet Investment Management
Nicollet Investment Management
Minnesota
$51M +$2.2M 6 28.38% Increased
1390
Sonora Investment Management
Sonora Investment Management
Arizona
$50.9M +$1.24M 14 5.21% Increased
1391
AIA Investment Management
AIA Investment Management
Singapore
$50.8M -$155M 11 11.52% Reduced
1392
Schwartz Investment Counsel
Schwartz Investment Counsel
Michigan
$50.8M +$35.3M 1 2.76% Increased
1393
Sompo Asset Management
Sompo Asset Management
Japan
$50.6M -$7.61M 7 12.85% Reduced
1394
RCM
Ratan Capital Management
Florida
$50.6M -$15.7M 4 16.9% Reduced
1395
Independent Financial Group
Independent Financial Group
California
$50.5M +$2.13M 11 11.1% Increased
1396
Bourne Lent Asset Management
Bourne Lent Asset Management
New York
$50.4M -$103K 4 21.78% Reduced
1397
BTC Capital Management
BTC Capital Management
Iowa
$50.4M +$2.81M 6 7.7% Increased
1398
Heritage Trust
Heritage Trust
Oklahoma
$50.2M +$5.52M 6 9.84% Increased
1399
Pacific Global Investment Management
Pacific Global Investment Management
California
$50.1M -$2.5M 5 14.07% Reduced
1400
ALPS Advisors
ALPS Advisors
Colorado
$49.8M -$7.02M 8 0.67% Reduced