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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
Corda Investment Management
Corda Investment Management
Texas
$72.7M -$863K 4 6.1% Reduced
1477
Nicholas Hoffman & Company
Nicholas Hoffman & Company
Georgia
$72.6M +$317K 6 4.37% Increased
1478
Avitas Wealth Management
Avitas Wealth Management
California
$72.6M -$572K 6 12.13% Reduced
1479
Lansdowne Partners (UK)
Lansdowne Partners (UK)
United Kingdom
$72.5M +$58.5K 2 5.32% Increased
1480
Mitchell Capital Management
Mitchell Capital Management
Kansas
$72.4M +$2.25M 4 15.25% Increased
1481
Marble Harbor Investment Counsel
Marble Harbor Investment Counsel
Massachusetts
$72.2M -$239K 6 8.88% Reduced
1482
AMG National Trust Bank
AMG National Trust Bank
Colorado
$72.1M +$223K 7 2.26% Increased
1483
Blue Fin Capital
Blue Fin Capital
Rhode Island
$72M +$2.48M 6 18.48% Increased
1484
Jackson Square Partners
Jackson Square Partners
California
$71.9M -$5.08M 3 2.34% Reduced
1485
Greenwich Wealth Management
Greenwich Wealth Management
Connecticut
$71.9M +$143K 9 7.1% Increased
1486
Auxano Advisors
Auxano Advisors
Washington
$71.8M +$299K 6 24.12% Increased
1487
Geneos Wealth Management
Geneos Wealth Management
Colorado
$71.7M -$5.18M 25 3.54% Reduced
1488
Segantii Capital Management
Segantii Capital Management
Hong Kong
$71.7M -$14.1M 1 3.75% Reduced
1489
Te Ahumairangi Investment Management
Te Ahumairangi Investment Management
New Zealand
$71.6M -$26.4M 6 13.56% Reduced
1490
Allen Mooney & Barnes Investment Advisors
Allen Mooney & Barnes Investment Advisors
Georgia
$71.4M +$925K 6 13.59% Increased
1491
Trinity Street Asset Management
Trinity Street Asset Management
United Kingdom
$71.4M +$10.1M 3 7.94% Increased
1492
MFF
Mango Five Family
Nevada
$71.4M +$67M 6 26.87% New
1493
Chicago Partners Investment Group
Chicago Partners Investment Group
Illinois
$71.2M +$624K 8 3.29% Increased
1494
Gifford Fong Associates
Gifford Fong Associates
California
$71M -$509K 7 15.1% Reduced
1495
IGYL
I.G.Y. Ltd
United Kingdom
$71M -$1.22M 1 39.34% Reduced
1496
Varenne Capital Partners
Varenne Capital Partners
France
$70.9M +$66.2M 3 21.18% New
1497
Clarkston Capital Partners
Clarkston Capital Partners
Michigan
$70.8M -$127K 6 1.31% Reduced
1498
Polar Asset Management Partners
Polar Asset Management Partners
Ontario, Canada
$70.7M +$29.9M 7 1.22% Increased
1499
Alua Capital Management
Alua Capital Management
New York
$70.6M -$36.5M 1 4.1% Reduced
1500
Biondo Investment Advisors
Biondo Investment Advisors
Pennsylvania
$70.5M -$948K 4 11.99% Reduced