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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
1426
EULAV Asset Management
EULAV Asset Management
Florida
$133M +$9.05M 8 4.23% Increased
1427
LVM Capital Management
LVM Capital Management
Michigan
$132M -$812K 6 11.09% Reduced
1428
Folger Nolan Fleming Douglas Capital Management
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$132M -$292K 7 10.79% Reduced
1429
Tenor Capital Management
Tenor Capital Management
New York
$132M +$132M 4 1.85% New
1430
Evanson Financial
Evanson Financial
Virginia
$131M +$134M 7 6.42% New
1431
HC
Headwater Capital
China
$131M -$54.3M 3 26.23% Reduced
1432
Mather Group
Mather Group
Illinois
$131M +$26.5M 22 1.14% Increased
1433
Jasper Ridge Partners
Jasper Ridge Partners
California
$131M +$13.2M 10 2.79% Increased
1434
Leavell Investment Management
Leavell Investment Management
Alabama
$131M +$1.61M 7 4.79% Increased
1435
Bath Savings Trust
Bath Savings Trust
Maine
$131M +$1.26M 6 13.57% Increased
1436
WealthPlan Investment Management
WealthPlan Investment Management
Nebraska
$131M +$3.76M 8 6.5% Increased
1437
EverSource Wealth Advisors
EverSource Wealth Advisors
Alabama
$131M -$27.4M 34 4.4% Reduced
1438
Sivia Capital Partners
Sivia Capital Partners
California
$131M +$77.6M 16 15.88% Increased
1439
Heritage Trust
Heritage Trust
Oklahoma
$130M +$1.2M 7 11.3% Increased
1440
Lingotto Investment Management
Lingotto Investment Management
United Kingdom
$130M -$419K 2 2.79% Reduced
1441
180 Wealth Advisors
180 Wealth Advisors
Washington
$130M -$667K 18 13.06% Reduced
1442
Avalon Global Asset Management
Avalon Global Asset Management
California
$130M +$6.23M 6 14.18% Increased
1443
Deroy & Devereaux Private Investment Counsel
Deroy & Devereaux Private Investment Counsel
Michigan
$130M +$27.9M 4 5.41% Increased
1444
Ameritas Advisory Services
Ameritas Advisory Services
Nebraska
$129M +$43.6M 22 2.6% Increased
1445
B. Riley Wealth Advisors
B. Riley Wealth Advisors
Florida
$128M +$2.32M 17 6.88% Increased
1446
Granite Bay Wealth Management
Granite Bay Wealth Management
New Hampshire
$128M +$89.2M 6 11.82% Increased
1447
Third View Private Wealth
Third View Private Wealth
Connecticut
$128M +$6.12M 7 15.77% Increased
1448
Financial Engines Advisors
Financial Engines Advisors
California
$128M -$3.05M 8 0.23% Reduced
1449
HHMI
Howard Hughes Medical Institute
Maryland
$128M $0 5 28.82% Maintained
1450
Twin Capital Management
Twin Capital Management
Pennsylvania
$128M +$5.06M 9 13.97% Increased