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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
BPM
Bowling Portfolio Management
Ohio
$49.9M -$3.24M 6 13.7% Reduced
1477
Financial Advocates Investment Management
Financial Advocates Investment Management
Washington
$49.8M -$8.35M 13 4.11% Reduced
1478
First Merchants Corp
First Merchants Corp
Indiana
$49.8M +$1.07M 5 4.98% Increased
1479
AMCA
Arthur M. Cohen & Associates
Illinois
$49.7M -$60K 5 13.67% Reduced
1480
Crescent Park Management
Crescent Park Management
California
$49.7M +$6.5M 2 11.87% Increased
1481
Rossmore Private Capital
Rossmore Private Capital
Connecticut
$49.5M +$947K 6 8.86% Increased
1482
Axxcess Wealth Management
Axxcess Wealth Management
California
$49.5M +$2.51M 8 4.68% Increased
1483
Ramsay Stattman Vela & Price
Ramsay Stattman Vela & Price
Colorado
$49.4M -$339K 4 12.25% Reduced
1484
CM
Conifer Management
New York
$49.3M $0 1 7.02% Maintained
1485
Harvest Fund Management
Harvest Fund Management
China
$49.3M -$2.58M 17 14.27% Reduced
1486
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$49.2M -$9.7M 6 0.7% Reduced
1487
Bank Hapoalim BM
Bank Hapoalim BM
Israel
$49M -$1.89M 9 6.17% Reduced
1488
KFS
Kurt F. Somerville
$49M -$326K 5 9.83% Reduced
1489
Nicola Wealth Management
Nicola Wealth Management
British Columbia, Canada
$48.9M -$3.85M 3 5.36% Reduced
1490
James Investment Research
James Investment Research
Ohio
$48.8M +$1.93M 7 6.97% Increased
1491
TCOT
Trust Company of Toledo
Ohio
$48.8M -$2.48M 6 9.47% Reduced
1492
Corda Investment Management
Corda Investment Management
Texas
$48.7M +$764K 4 4.36% Increased
1493
Bank of Nova Scotia Trust
Bank of Nova Scotia Trust
Ontario, Canada
$48.5M -$1.04M 6 5.5% Reduced
1494
Azzad Asset Management
Azzad Asset Management
Virginia
$48.5M -$7.37M 7 4.87% Reduced
1495
Long Walk Management
Long Walk Management
Connecticut
$48.4M -$6.07M 2 46.53% Reduced
1496
Harvey Capital Management
Harvey Capital Management
Florida
$48.3M +$434K 6 20.92% Increased
1497
Stansberry Asset Management
Stansberry Asset Management
Texas
$48.3M +$3.39M 4 10.42% Increased
1498
Sompo Asset Management
Sompo Asset Management
Japan
$48.1M +$5.68M 8 12.27% Increased
1499
Park Presidio Capital
Park Presidio Capital
California
$48.1M +$263K 1 11.03% Increased
1500
Connors Investor Services
Connors Investor Services
Pennsylvania
$48.1M +$7.11M 3 6.29% Increased