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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
Newbrook Capital Advisors
Newbrook Capital Advisors
New York
$51.1M -$8.34M 1 8.73% Reduced
1452
Columbia Asset Management
Columbia Asset Management
Michigan
$51M +$1.71M 8 13.41% Increased
1453
Poplar Forest Capital
Poplar Forest Capital
California
$51M +$607K 5 6.5% Increased
1454
Princeton Capital Management
Princeton Capital Management
New Jersey
$51M +$344K 5 22.3% Increased
1455
Meritech Capital Associates VI
Meritech Capital Associates VI
California
$50.9M $0 2 52.43% Maintained
1456
Cigna Investments
Cigna Investments
Connecticut
$50.8M -$2.73M 9 11.23% Reduced
1457
CCM Investment Advisers
CCM Investment Advisers
South Carolina
$50.6M +$537K 3 8.61% Increased
1458
Forte Capital
Forte Capital
New York
$50.6M +$449K 8 9.17% Increased
1459
Auxano Advisors
Auxano Advisors
Washington
$50.6M +$4.22M 6 23.26% Increased
1460
Wintrust Investments
Wintrust Investments
Illinois
$50.6M -$8.32M 8 6.33% Reduced
1461
Think Investments
Think Investments
California
$50.5M +$9.8M 2 15.49% Increased
1462
TFS
Thoroughbred Financial Services
Tennessee
$50.5M -$575K 7 9.62% Reduced
1463
Vantage Investment Partners
Vantage Investment Partners
Missouri
$50.5M -$145M 4 7.92% Reduced
1464
Blue Chip Partners
Blue Chip Partners
Michigan
$50.4M +$1.64M 6 6.91% Increased
1465
Granahan Investment Management
Granahan Investment Management
Massachusetts
$50.4M +$8.47M 3 1.65% Increased
1466
Bank Pictet & Cie (Asia)
Bank Pictet & Cie (Asia)
Singapore
$50.4M -$8.85M 4 19.9% Reduced
1467
Birinyi Associates
Birinyi Associates
Connecticut
$50.3M -$1.26M 5 23.47% Reduced
1468
WDA
Wendell David Associates
New Hampshire
$50.3M -$1.52M 6 6.77% Reduced
1469
Coastline Trust
Coastline Trust
Rhode Island
$50.3M -$855K 6 8.04% Reduced
1470
Geneos Wealth Management
Geneos Wealth Management
Colorado
$50.3M -$24.3M 25 3.46% Reduced
1471
Lowell Blake & Associates
Lowell Blake & Associates
Massachusetts
$50.2M +$4.25M 5 19.68% Increased
1472
Progressive Investment Management
Progressive Investment Management
Oregon
$50.2M +$372K 5 20.64% Increased
1473
Hudson Valley Investment Advisors
Hudson Valley Investment Advisors
New York
$50.1M +$3.33M 6 8.04% Increased
1474
RiverFront Investment Group
RiverFront Investment Group
Virginia
$50M +$21.7M 3 1.87% Increased
1475
TrinityPoint Wealth
TrinityPoint Wealth
Connecticut
$49.9M +$535K 6 11.41% Increased