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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
Invictus Private Wealth
Invictus Private Wealth
Colorado
$107M -$1.63M 6 7.35% Reduced
1427
Wealthcare Advisory Partners
Wealthcare Advisory Partners
Pennsylvania
$107M +$6.46M 11 2.45% Increased
1428
Steigerwald Gordon & Koch
Steigerwald Gordon & Koch
Virginia
$107M +$4.47M 6 11.3% Increased
1429
ARS Investment Partners
ARS Investment Partners
New York
$107M -$2.21M 5 7.8% Reduced
1430
BW Gestao de Investimentos
BW Gestao de Investimentos
Brazil
$107M -$2.61M 5 4.54% Reduced
1431
Think Investments
Think Investments
California
$107M $0 3 18.47% Maintained
1432
Pictet North America Advisors
Pictet North America Advisors
Switzerland
$106M -$6.04M 5 10.65% Reduced
1433
Bath Savings Trust
Bath Savings Trust
Maine
$106M -$833K 6 10.75% Reduced
1434
North Star Investment Management
North Star Investment Management
Illinois
$106M +$90.9K 18 7.4% Increased
1435
Hendershot Investments
Hendershot Investments
Virginia
$106M +$1.82M 5 14.16% Increased
1436
Richard C. Young & Co
Richard C. Young & Co
Rhode Island
$106M +$3.98M 6 10.47% Increased
1437
Ninety One
Ninety One
South Africa
$106M -$5.79M 4 17.4% Reduced
1438
Auxano Advisors
Auxano Advisors
Washington
$106M +$76.4K 6 24.73% Increased
1439
Harvey Capital Management
Harvey Capital Management
Florida
$106M -$1.58M 6 24.75% Reduced
1440
Kapitalo Investimentos
Kapitalo Investimentos
Brazil
$106M -$42M 3 22.9% Reduced
1441
AMG National Trust Bank
AMG National Trust Bank
Colorado
$106M -$331K 7 2.77% Reduced
1442
Webster Bank
Webster Bank
Connecticut
$105M -$2.64M 13 10.89% Reduced
1443
Boothbay Fund Management
Boothbay Fund Management
New York
$105M +$22.8M 17 2.04% Increased
1444
Paralel Advisors
Paralel Advisors
Colorado
$105M +$1.52M 3 4.28% Increased
1445
CCM
Cohen Capital Management
California
$105M +$15.4K 9 17.05% Increased
1446
Icon Wealth Advisors
Icon Wealth Advisors
Texas
$104M +$8M 7 7.43% Increased
1447
Jain Global
Jain Global
New York
$104M -$65.4M 10 0.81% Reduced
1448
Onex Canada Asset Management
Onex Canada Asset Management
Ontario, Canada
$104M +$1.84M 5 12.68% Increased
1449
Caldwell Trust
Caldwell Trust
Florida
$104M +$271K 8 10.37% Increased
1450
SlateStone Wealth
SlateStone Wealth
Florida
$104M +$64.7K 8 9.68% Increased