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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
Steamboat Capital Partners
Steamboat Capital Partners
New York
$50.4M -$631K 3 8.21% Reduced
1452
Twin Tree Management
Twin Tree Management
Texas
$50.3M -$181K 11 0.21% Reduced
1453
ProVise Management Group
ProVise Management Group
Florida
$50.2M +$441K 8 6.72% Increased
1454
Flagship Harbor Advisors
Flagship Harbor Advisors
Massachusetts
$50.2M +$619K 22 6.77% Increased
1455
KMG Fiduciary Partners
KMG Fiduciary Partners
Ohio
$50.1M -$1.9M 7 12.45% Reduced
1456
Osborne Partners Capital Management
Osborne Partners Capital Management
California
$50.1M -$687K 7 10.07% Reduced
1457
Westwind Capital
Westwind Capital
New Mexico
$50M +$862K 5 16.82% Increased
1458
Virtu Financial
Virtu Financial
New York
$49.9M +$27.6M 10 8.56% Increased
1459
Van Hulzen Asset Management
Van Hulzen Asset Management
California
$49.9M -$60.7M 10 7.51% Reduced
1460
Country Club Trust
Country Club Trust
Missouri
$49.7M -$116K 6 5.67% Reduced
1461
WDA
Wendell David Associates
New Hampshire
$49.6M -$1.02M 6 6.62% Reduced
1462
Edge Wealth Management
Edge Wealth Management
New York
$49.6M -$8.8M 10 11.42% Reduced
1463
CDAM (UK)
CDAM (UK)
United Kingdom
$49.6M -$79.2K 1 8.3% Reduced
1464
Payden & Rygel
Payden & Rygel
California
$49.4M -$32.8M 7 2.93% Reduced
1465
German American Bancorp
German American Bancorp
Indiana
$49.3M -$1.57M 4 12.11% Reduced
1466
TrinityPoint Wealth
TrinityPoint Wealth
Connecticut
$49.3M -$3.34M 7 13.68% Reduced
1467
Merriman Wealth Management
Merriman Wealth Management
Washington
$49.2M +$58.2K 5 7.36% Increased
1468
Heritage Trust
Heritage Trust
Oklahoma
$49.1M -$3.56M 6 9.15% Reduced
1469
Silicon Valley Capital Partners
Silicon Valley Capital Partners
California
$49.1M +$18.3M 4 12.26% Increased
1470
Caption Management
Caption Management
Oklahoma
$49M +$44.3M 6 1.15% Increased
1471
Essex Financial Services
Essex Financial Services
Connecticut
$49M +$5.91M 7 12.04% Increased
1472
Integrated Wealth Concepts
Integrated Wealth Concepts
Massachusetts
$49M +$10.7M 9 3.02% Increased
1473
Ceredex Value Advisors
Ceredex Value Advisors
Florida
$48.9M +$13.2M 1 0.72% Increased
1474
Scout Investments
Scout Investments
Missouri
$48.7M -$7.45M 2 1.08% Reduced
1475
Dakota Wealth Management
Dakota Wealth Management
Florida
$48.7M +$1.97M 6 7.67% Increased