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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
Corda Investment Management
Corda Investment Management
Texas
$120M +$155K 6 8.43% Increased
1452
Krilogy Financial
Krilogy Financial
Missouri
$120M +$27.7M 16 4.5% Increased
1453
North Star Investment Management
North Star Investment Management
Illinois
$120M -$1.19M 19 7.69% Reduced
1454
Stack Financial Management
Stack Financial Management
Montana
$120M -$1.49M 1 9.94% Reduced
1455
Evanson Asset Management
Evanson Asset Management
California
$120M +$273K 7 6.75% Increased
1456
One Capital Management
One Capital Management
California
$120M +$2.23M 7 3.81% Increased
1457
Coronation Fund Managers
Coronation Fund Managers
South Africa
$119M -$8.72M 3 6.23% Reduced
1458
Hendershot Investments
Hendershot Investments
Virginia
$119M -$8.04M 5 15.02% Reduced
1459
Webster Bank
Webster Bank
Connecticut
$119M -$1.72M 13 11.44% Reduced
1460
AMG National Trust Bank
AMG National Trust Bank
Colorado
$118M -$1.87M 7 2.87% Reduced
1461
AlphaCore Capital
AlphaCore Capital
California
$118M +$14.4M 15 3.97% Increased
1462
Tree Line Advisors
Tree Line Advisors
Hong Kong
$118M $0 1 21.54% Maintained
1463
Godsey & Gibb Inc
Godsey & Gibb Inc
Virginia
$118M -$4.76M 10 10.39% Reduced
1464
IAIM
International Assets Investment Management
Florida
$117M +$1.18M 12 9.45% Increased
1465
GDS Wealth Management
GDS Wealth Management
Texas
$117M +$3.03M 7 7.75% Increased
1466
Ontario Teachers' Pension Plan Board
Ontario Teachers' Pension Plan Board
Ontario, Canada
$117M -$205M 1 2.7% Reduced
1467
Harvey Capital Management
Harvey Capital Management
Florida
$117M -$5.14M 6 25.04% Reduced
1468
Caldwell Trust
Caldwell Trust
Florida
$117M +$464K 8 10.96% Increased
1469
CastleKnight Management
CastleKnight Management
New York
$117M +$16.3M 14 2.31% Increased
1470
MIM
Marco Investment Management
Georgia
$117M +$930K 6 8.95% Increased
1471
Matthew Goff Investment Advisor
Matthew Goff Investment Advisor
Texas
$117M -$33.2K 5 19.95% Reduced
1472
Linscomb Wealth
Linscomb Wealth
Texas
$117M +$2.35M 6 5.02% Increased
1473
Aaron Wealth Advisors
Aaron Wealth Advisors
Illinois
$116M +$38.9M 13 6.88% Increased
1474
Junto Capital Management
Junto Capital Management
New York
$116M +$75.6M 2 2.38% Increased
1475
BDF Gestion
BDF Gestion
France
$116M -$22.9M 4 13.71% Reduced