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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
Matthew Goff Investment Advisor
Matthew Goff Investment Advisor
Texas
$56M -$3.54M 6 13.89% Reduced
1452
Garde Capital
Garde Capital
Washington
$55.9M +$2.17M 8 6.14% Increased
1453
WMS Partners
WMS Partners
Maryland
$55.9M -$2.72M 8 4.89% Reduced
1454
Marble Harbor Investment Counsel
Marble Harbor Investment Counsel
Massachusetts
$55.8M +$382K 6 7.22% Increased
1455
MWM
Madison Wealth Management
Ohio
$55.8M +$47K 5 12.06% Increased
1456
Choreo LLC
Choreo LLC
Illinois
$55.8M +$34.2M 9 1.97% Increased
1457
Fund Management at Engine No 1
Fund Management at Engine No 1
California
$55.7M +$4.76M 10 11.2% Increased
1458
Segantii Capital Management
Segantii Capital Management
Hong Kong
$55.7M -$393M 1 1.96% Reduced
1459
Cigna Investments
Cigna Investments
Connecticut
$55.6M -$1.11M 9 11.06% Reduced
1460
Strategic Vision Investment
Strategic Vision Investment
Hong Kong
$55.6M +$21M 3 13.36% Increased
1461
Ashton Thomas Private Wealth
Ashton Thomas Private Wealth
Arizona
$55.6M +$3.12M 6 4.87% Increased
1462
AMG National Trust Bank
AMG National Trust Bank
Colorado
$55.6M +$763K 8 1.92% Increased
1463
Nicholas Hoffman & Company
Nicholas Hoffman & Company
Georgia
$55.4M -$96.4K 7 4.99% Reduced
1464
BlueCrest Capital Management
BlueCrest Capital Management
Jersey
$55.4M +$44.8M 4 1.81% Increased
1465
Poplar Forest Capital
Poplar Forest Capital
California
$55.2M +$5M 5 6.58% Increased
1466
Tikehau Investment Management
Tikehau Investment Management
France
$55.2M -$46.1M 3 28.55% Reduced
1467
Tiedemann Advisors
Tiedemann Advisors
New York
$55.2M -$1.26M 8 2.51% Reduced
1468
Quadrant Capital Group
Quadrant Capital Group
Ohio
$55.2M +$2.9M 25 5.74% Increased
1469
MayTech Global Investments
MayTech Global Investments
New York
$55M -$1.94M 3 15.12% Reduced
1470
KFS
Kurt F. Somerville
$54.9M +$1.59M 6 10.02% Increased
1471
GA
GFS Advisors
Texas
$54.9M -$612K 5 12.63% Reduced
1472
Rossmore Private Capital
Rossmore Private Capital
Connecticut
$54.9M -$934K 6 8.57% Reduced
1473
Edge Capital Group
Edge Capital Group
Georgia
$54.8M +$6.08M 8 3.38% Increased
1474
Pennsylvania Capital Management
Pennsylvania Capital Management
Pennsylvania
$54.8M +$2.71M 5 26.53% Increased
1475
Thompson Investment Management
Thompson Investment Management
Wisconsin
$54.8M +$1.76M 8 9.26% Increased