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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
1476
China Universal Asset Management Company
China Universal Asset Management Company
China
$72.4M +$71.4M 3 17.22% New
1477
PKO Investment Management Joint-Stock
PKO Investment Management Joint-Stock
Poland
$72.3M -$25.8M 3 8.16% Reduced
1478
Girard Partners
Girard Partners
Pennsylvania
$72.2M +$2.12M 5 7.85% Increased
1479
Savant Capital
Savant Capital
Illinois
$72.1M +$2.62M 10 2.33% Increased
1480
Princeton Capital Management
Princeton Capital Management
New Jersey
$72.1M -$147K 5 20.66% Reduced
1481
Hudson Valley Investment Advisors
Hudson Valley Investment Advisors
New York
$72M -$1M 6 11.25% Reduced
1482
Spearhead Capital Advisors
Spearhead Capital Advisors
Florida
$71.9M +$1.39M 7 8.68% Increased
1483
Progressive Investment Management
Progressive Investment Management
Oregon
$71.9M -$1.26M 5 19.94% Reduced
1484
Wealthspire Advisors (New York)
Wealthspire Advisors (New York)
New York
$71.7M -$8.04M 9 1.59% Reduced
1485
Prime Capital Investment Advisors
Prime Capital Investment Advisors
Kansas
$71.7M +$22.4M 9 3.83% Increased
1486
Fosun International
Fosun International
China
$71.6M +$1.91M 7 4.09% Increased
1487
First Merchants Corp
First Merchants Corp
Indiana
$71.6M +$747K 6 5.52% Increased
1488
SC
Saybrook Capital
North Carolina
$71.5M +$484K 4 18% Increased
1489
Daily Journal Corp
Daily Journal Corp
California
$71.5M +$43.7M 1 27.65% Increased
1490
Privium Fund Management
Privium Fund Management
Netherlands
$71.5M +$79.4M 5 14.17% New
1491
HHLR Advisors
HHLR Advisors
Cayman Islands
$71.4M -$54.3M 2 1.1% Reduced
1492
Carroll Financial Associates
Carroll Financial Associates
North Carolina
$71.2M -$535K 23 3.79% Reduced
1493
Cypress Capital
Cypress Capital
Tennessee
$71.1M +$158K 7 8.11% Increased
1494
TrinityPoint Wealth
TrinityPoint Wealth
Connecticut
$71.1M -$3.41M 6 12.61% Reduced
1495
K.J. Harrison & Partners
K.J. Harrison & Partners
Ontario, Canada
$70.9M -$3.11M 6 10.03% Reduced
1496
Jeneq Management
Jeneq Management
New York
$70.9M -$77.9M 2 14.27% Reduced
1497
Columbia Asset Management
Columbia Asset Management
Michigan
$70.9M -$777K 7 14.38% Reduced
1498
Blue Fin Capital
Blue Fin Capital
Rhode Island
$70.9M -$1.45M 7 19.63% Reduced
1499
Rosenblum Silverman Sutton
Rosenblum Silverman Sutton
California
$70.9M -$2.67M 4 15.96% Reduced
1500
Hilltop Holdings
Hilltop Holdings
Texas
$70.8M +$13M 10 7.36% Increased