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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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$71.6M +$7.32M 5 1.15% Increased
1427
Atlantic Union Bankshares
Atlantic Union Bankshares
Virginia
$71.6M +$1.32M 7 6.91% Increased
1428
L & S Advisors
L & S Advisors
California
$71.4M +$6.43M 7 7.68% Increased
1429
Foundry Partners
Foundry Partners
Minnesota
$71.3M -$13.5M 6 2.44% Reduced
1430
Sompo Asset Management
Sompo Asset Management
Japan
$71.1M +$5.11M 7 14.55% Increased
1431
Wedge Capital Management
Wedge Capital Management
North Carolina
$71M -$80.6M 5 0.87% Reduced
1432
Conning Inc
Conning Inc
Connecticut
$70.8M -$7.21M 10 2.05% Reduced
1433
Dundas Partners
Dundas Partners
United Kingdom
$70.8M +$625K 3 10.27% Increased
1434
Howe & Rusling
Howe & Rusling
New York
$70.6M +$3.36M 12 8.9% Increased
1435
James Investment Research
James Investment Research
Ohio
$70.5M +$3.64M 7 6.04% Increased
1436
Janney Capital Management
Janney Capital Management
Pennsylvania
$70.4M -$5.7M 7 4.5% Reduced
1437
Minneapolis Portfolio Management Group
Minneapolis Portfolio Management Group
Minnesota
$70.4M +$2.04M 2 7.32% Increased
1438
Empyrean Capital Partners
Empyrean Capital Partners
California
$70.3M +$21.6M 1 1.61% Increased
1439
Black-and-white Capital
Black-and-white Capital
California
$70.3M -$40M 2 7.27% Reduced
1440
LVM Capital Management
LVM Capital Management
Michigan
$70.1M +$1.04M 7 10.69% Increased
1441
BTC Capital Management
BTC Capital Management
Iowa
$69.9M -$8.75M 5 7.96% Reduced
1442
Private Capital Advisors
Private Capital Advisors
Connecticut
$69.9M +$10.7M 5 11.82% Increased
1443
FPCM
Financial Partners Capital Management
New York
$69.9M -$1.33M 6 12.82% Reduced
1444
Long Walk Management
Long Walk Management
Connecticut
$69.7M +$57.8M 2 47.88% New
1445
Hilton Capital Management
Hilton Capital Management
New York
$69.6M +$834K 4 7.35% Increased
1446
WMS Partners
WMS Partners
Maryland
$69.6M -$1.22M 8 10.29% Reduced
1447
Strategic Global Advisors
Strategic Global Advisors
California
$69.5M -$2.12M 6 12.63% Reduced
1448
Blue Chip Partners
Blue Chip Partners
Michigan
$69.5M -$969K 6 9.93% Reduced
1449
Randolph Company
Randolph Company
Ohio
$69.5M -$160K 2 9.03% Reduced
1450
OneDigital Investment Advisors
OneDigital Investment Advisors
Kansas
$69.4M -$982K 9 2.86% Reduced