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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
Simmons Bank
Simmons Bank
Arkansas
$104M -$839K 8 7.63% Reduced
1402
180 Wealth Advisors
180 Wealth Advisors
Washington
$104M -$654K 15 16.35% Reduced
1403
Clear Harbor Asset Management
Clear Harbor Asset Management
Connecticut
$104M +$5.41M 8 8.31% Increased
1404
Vise Technologies
Vise Technologies
New York
$104M +$37M 14 8.68% Increased
1405
Janney Capital Management
Janney Capital Management
Pennsylvania
$104M -$5.73M 7 6.88% Reduced
1406
Global X Japan
Global X Japan
Japan
$104M +$3.9M 6 12.98% Increased
1407
Addenda Capital
Addenda Capital
Quebec, Canada
$104M -$248K 6 3.67% Reduced
1408
Anchor Investment Management
Anchor Investment Management
South Carolina
$104M +$1.26M 13 9.67% Increased
1409
Forest Avenue Capital Management
Forest Avenue Capital Management
Florida
$104M +$96.6M 1 9.47% New
1410
Greenwich Wealth Management
Greenwich Wealth Management
Connecticut
$104M +$1.17M 9 7.3% Increased
1411
Jasper Ridge Partners
Jasper Ridge Partners
California
$103M -$27.1M 10 3.28% Reduced
1412
CapWealth Advisors
CapWealth Advisors
Tennessee
$103M -$1.97M 5 11.34% Reduced
1413
CIA
Covington Investment Advisors
Pennsylvania
$103M +$1.14M 4 15.52% Increased
1414
Bath Savings Trust
Bath Savings Trust
Maine
$103M -$28.8K 6 10.48% Reduced
1415
Globeflex Capital
Globeflex Capital
California
$103M +$27.9M 9 8.73% Increased
1416
Stillwater Capital Advisors
Stillwater Capital Advisors
Pennsylvania
$103M +$566K 4 12.74% Increased
1417
Cable Car Capital
Cable Car Capital
California
$103M +$97.1M 3 4.04% Increased
1418
Payden & Rygel
Payden & Rygel
California
$103M +$6.97M 5 8.83% Increased
1419
Flagship Harbor Advisors
Flagship Harbor Advisors
Massachusetts
$102M +$2.36M 9 5.38% Increased
1420
Bridgeway Capital Management
Bridgeway Capital Management
Texas
$102M -$8.53M 7 2.29% Reduced
1421
Invictus Private Wealth
Invictus Private Wealth
Colorado
$102M +$1.05M 6 7.76% Increased
1422
Onex Canada Asset Management
Onex Canada Asset Management
Ontario, Canada
$102M -$1.15M 4 12.24% Reduced
1423
Strategic Wealth Partners
Strategic Wealth Partners
Ohio
$102M +$17.3M 6 8.45% Increased
1424
V-Square Quantitative Management
V-Square Quantitative Management
Illinois
$102M +$4.82M 12 14.45% Increased
1425
Stack Financial Management
Stack Financial Management
Montana
$102M -$759K 1 9.31% Reduced