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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
1ST Source Bank
1ST Source Bank
Indiana
$81.6M -$982K 6 4.77% Reduced
1377
Tremblant Capital Group
Tremblant Capital Group
Florida
$81.6M -$42.5M 1 2.92% Reduced
1378
Gladstone Institutional Advisory
Gladstone Institutional Advisory
Florida
$81.6M +$418K 11 6.32% Increased
1379
Stansberry Asset Management
Stansberry Asset Management
Texas
$81.4M -$6.97M 4 13.05% Reduced
1380
AA
Ancient Art
Texas
$81.4M +$18.2M 1 9.17% Increased
1381
Rothschild Investment LLC
Rothschild Investment LLC
Illinois
$81M -$1.46M 7 6.28% Reduced
1382
Robeco Schweiz
Robeco Schweiz
Switzerland
$81M +$8.36M 4 1.05% Increased
1383
BIT Capital
BIT Capital
Germany
$80.9M +$18M 11 6.21% Increased
1384
Birinyi Associates
Birinyi Associates
Connecticut
$80.9M -$1.56M 6 25.34% Reduced
1385
RIA
RPG Investment Advisory
California
$80.8M +$123K 6 12.53% Increased
1386
United Asset Strategies
United Asset Strategies
New York
$80.6M -$984K 6 9.6% Reduced
1387
Woodley Farra Manion Portfolio Management
Woodley Farra Manion Portfolio Management
Indiana
$80.6M +$3.99M 5 5.62% Increased
1388
MAM
Morse Asset Management
Connecticut
$80.6M -$1.88M 6 18.01% Reduced
1389
Fukoku Mutual Life Insurance
Fukoku Mutual Life Insurance
Japan
$80.6M -$3.61M 10 5.96% Reduced
1390
L1 Capital
L1 Capital
Australia
$80.5M +$15.4M 1 9.3% Increased
1391
JW Asset Management
JW Asset Management
Florida
$80.5M $0 1 26.68% Maintained
1392
MWM
Madison Wealth Management
Ohio
$80.2M -$786K 5 16.06% Reduced
1393
James Investment Research
James Investment Research
Ohio
$80M -$10.4M 11 7.33% Reduced
1394
Credential Qtrade Securities
Credential Qtrade Securities
$80M +$4.37M 9 5.4% Increased
1395
Berkshire Asset Management
Berkshire Asset Management
Pennsylvania
$80M +$91.3K 6 4.87% Increased
1396
WMS Partners
WMS Partners
Maryland
$79.9M -$1.63M 7 17.03% Reduced
1397
Steginsky Capital
Steginsky Capital
New York
$79.7M +$1.5M 2 26.1% Increased
1398
Bath Savings Trust
Bath Savings Trust
Maine
$79.6M -$522K 6 8.27% Reduced
1399
De Burlo Group
De Burlo Group
Massachusetts
$79.5M -$12.9M 4 11.55% Reduced
1400
Dundas Partners
Dundas Partners
United Kingdom
$79.4M +$2.93M 3 9.87% Increased