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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
180 Wealth Advisors
180 Wealth Advisors
Washington
$80.3M -$832K 14 16.07% Reduced
1402
Teewinot Capital Advisers
Teewinot Capital Advisers
New York
$80.2M -$4.06M 4 12.14% Reduced
1403
1ST Source Bank
1ST Source Bank
Indiana
$80.2M -$1.36M 7 4.84% Reduced
1404
SA
Strategic Advisors
New York
$80.1M -$359K 9 15.17% Reduced
1405
Ithaka Group
Ithaka Group
Virginia
$80M -$3.65M 3 15.82% Reduced
1406
Tenere Capital
Tenere Capital
New York
$80M +$18.8M 5 26.15% Increased
1407
GFI Investment Counsel
GFI Investment Counsel
Ontario, Canada
$80M -$5.5M 1 11.06% Reduced
1408
ACM
Aljian Capital Management
Nevada
$79.9M -$861K 4 32.3% Reduced
1409
Bordeaux Wealth Advisors
Bordeaux Wealth Advisors
California
$79.8M +$8.87M 6 26.96% Increased
1410
Bank of Hawaii
Bank of Hawaii
Hawaii
$79.6M -$960K 6 4.26% Reduced
1411
Bath Savings Trust
Bath Savings Trust
Maine
$79.6M +$114K 6 8.93% Increased
1412
Titan Global Capital Management USA
Titan Global Capital Management USA
New York
$79.5M +$5.13M 4 16.3% Increased
1413
E Fund Management
E Fund Management
China
$79.1M -$8.22M 9 5.01% Reduced
1414
Sheaff Brock Investment Advisors
Sheaff Brock Investment Advisors
Indiana
$79.1M -$2.46M 9 6.12% Reduced
1415
Spinnaker Trust
Spinnaker Trust
Maine
$79M -$52.7K 7 5.37% Reduced
1416
Caldwell Trust
Caldwell Trust
Florida
$78.9M -$1.1M 12 9.97% Reduced
1417
Quattro Financial Advisors
Quattro Financial Advisors
Texas
$78.9M -$44.8M 5 27.31% Reduced
1418
De Burlo Group
De Burlo Group
Massachusetts
$78.2M $0 3 13.58% Maintained
1419
Garde Capital
Garde Capital
Washington
$78.2M +$23.7K 9 5.96% Increased
1420
Paralel Advisors
Paralel Advisors
Colorado
$78.1M $0 2 4% Maintained
1421
Harvey Capital Management
Harvey Capital Management
Florida
$77.9M +$4.75M 6 25.87% Increased
1422
Blue Chip Partners
Blue Chip Partners
Michigan
$77.9M -$351K 6 8.12% Reduced
1423
Atmos Capital Gestao de Recursos
Atmos Capital Gestao de Recursos
Brazil
$77.7M -$1.26M 1 8.92% Reduced
1424
Adero Partners
Adero Partners
California
$77.7M +$3M 8 6.6% Increased
1425
Columbia Asset Management
Columbia Asset Management
Michigan
$77.7M -$808K 6 15.75% Reduced