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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
1401
Sheaff Brock Investment Advisors
Sheaff Brock Investment Advisors
Indiana
$30.8M -$4.68M 8 4.84% Reduced
1402
KFS
Kurt F. Somerville
$30.7M +$64.1K 6 7.05% Increased
1403
Munro Partners
Munro Partners
Australia
$30.6M +$6.26M 3 27.41% Increased
1404
WMS Partners
WMS Partners
Maryland
$30.6M -$63.3M 6 8.56% Reduced
1405
FPCM
Financial Partners Capital Management
New York
$30.6M +$2.85M 5 10.08% Increased
1406
Lido Advisors
Lido Advisors
California
$30.6M +$2.05M 9 3.02% Increased
1407
Alexandria Capital
Alexandria Capital
Virginia
$30.5M +$2.22M 8 4.96% Increased
1408
Rational Advisors
Rational Advisors
New York
$30.5M +$19.4M 12 9.52% Increased
1409
Kora Management
Kora Management
New York
$30.5M $0 1 19.41% Maintained
1410
Greenwich Wealth Management
Greenwich Wealth Management
Connecticut
$30.5M -$3.98M 7 6.07% Reduced
1411
Community Trust & Investment
Community Trust & Investment
Kentucky
$30.4M -$47.4M 1 4.56% Reduced
1412
Rosenblum Silverman Sutton
Rosenblum Silverman Sutton
California
$30.4M -$8.25M 5 13.86% Reduced
1413
Cadinha & Co
Cadinha & Co
Hawaii
$30.4M -$17.9M 4 7.54% Reduced
1414
Mechanics Bank - Trust Department
Mechanics Bank - Trust Department
California
$30.4M -$3.54M 5 7.68% Reduced
1415
Stonebridge Capital Management
Stonebridge Capital Management
California
$30.2M -$1.85M 6 12.06% Reduced
1416
ArrowMark Colorado Holdings
ArrowMark Colorado Holdings
Colorado
$30.1M -$4.2M 4 0.32% Reduced
1417
L & S Advisors
L & S Advisors
California
$30.1M -$14.3M 5 5.64% Reduced
1418
Tudor Investment Corp
Tudor Investment Corp
Connecticut
$30.1M -$44.9M 11 0.59% Reduced
1419
Bourne Lent Asset Management
Bourne Lent Asset Management
New York
$30.1M +$359K 5 17.79% Increased
1420
GJCM
Grand Jean Capital Management
California
$30M -$9.34M 4 14.42% Reduced
1421
Convergence Investment Partners
Convergence Investment Partners
Florida
$30M +$5.91M 10 6.89% Increased
1422
Howe & Rusling
Howe & Rusling
New York
$30M -$7.97M 10 6.34% Reduced
1423
Anchor Capital Advisors
Anchor Capital Advisors
Massachusetts
$30M -$27.6M 6 1.22% Reduced
1424
Columbia Partners Investment Management
Columbia Partners Investment Management
Virginia
$30M -$330K 5 11.65% Reduced
1425
Cidel Asset Management
Cidel Asset Management
Ontario, Canada
$29.9M +$2.9M 3 1.91% Increased