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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
1451
AE Wealth Management
AE Wealth Management
Kansas
$28.9M -$8.01M 10 4.95% Reduced
1452
Cowen Inc
Cowen Inc
New York
$28.8M -$4.52M 5 3.19% Reduced
1453
DDD Partners
DDD Partners
Washington
$28.8M +$4.54M 4 10.76% Increased
1454
Evanson Asset Management
Evanson Asset Management
California
$28.8M +$7.97M 6 6.58% Increased
1455
Sonora Investment Management
Sonora Investment Management
Arizona
$28.8M +$1.17M 12 4.18% Increased
1456
Wright Investors Service
Wright Investors Service
Connecticut
$28.8M +$68.8K 6 12.32% Increased
1457
Mitchell Capital Management
Mitchell Capital Management
Kansas
$28.7M +$2.33M 5 12.14% Increased
1458
ProVise Management Group
ProVise Management Group
Florida
$28.7M +$2.8M 6 4.54% Increased
1459
Freshford Capital Management
Freshford Capital Management
New York
$28.7M -$18.6M 1 5.87% Reduced
1460
Sequoia Financial Advisors
Sequoia Financial Advisors
Ohio
$28.7M +$8.26M 7 3.32% Increased
1461
Foster & Motley
Foster & Motley
Ohio
$28.6M +$2.95M 4 4.58% Increased
1462
Guardian Capital (Canada)
Guardian Capital (Canada)
Ontario, Canada
$28.4M -$6.8M 7 0.59% Reduced
1463
Monetary Management Group
Monetary Management Group
Missouri
$28.4M -$839K 6 12.85% Reduced
1464
Pekin Hardy Strauss
Pekin Hardy Strauss
Illinois
$28.4M -$137K 7 4.94% Reduced
1465
Marathon Trading Investment Management
Marathon Trading Investment Management
Pennsylvania
$28.4M +$19.4M 5 1.64% Increased
1466
SeaTown Holdings
SeaTown Holdings
Singapore
$28.4M -$140M 2 12.33% Reduced
1467
Mirova
Mirova
France
$28.4M +$29.8M 6 12.96% New
1468
Matthew Goff Investment Advisor
Matthew Goff Investment Advisor
Texas
$28.3M -$590K 4 14.36% Reduced
1469
Clearstead Advisors
Clearstead Advisors
Ohio
$28.3M +$731K 7 4.4% Increased
1470
Sprucegrove Investment Management
Sprucegrove Investment Management
Ontario, Canada
$28M -$3.14M 2 1.99% Reduced
1471
Buckley Wealth Management
Buckley Wealth Management
Nevada
$28M +$1.75M 6 14.44% Increased
1472
Hollencrest Capital Management
Hollencrest Capital Management
California
$28M -$28.4M 7 4.19% Reduced
1473
Virtu Financial
Virtu Financial
New York
$28M +$3.17M 14 1.51% Increased
1474
CWA Asset Management Group
CWA Asset Management Group
Florida
$28M +$975K 6 6.52% Increased
1475
Rothschild Capital Partners
Rothschild Capital Partners
New York
$28M +$208K 3 15.11% Increased