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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
Tandem Investment Advisors
Tandem Investment Advisors
South Carolina
$81.4M -$865K 4 3.15% Reduced
1477
V-Square Quantitative Management
V-Square Quantitative Management
Illinois
$81.2M +$17.7M 11 11.35% Increased
1478
Biondo Investment Advisors
Biondo Investment Advisors
Pennsylvania
$81.1M +$1.39M 5 12.54% Increased
1479
SA
Strategic Advisors
New York
$81.1M -$8.52M 8 15.99% Reduced
1480
Ramsay Stattman Vela & Price
Ramsay Stattman Vela & Price
Colorado
$81M -$1.27M 4 15.52% Reduced
1481
MFF
Mango Five Family
Nevada
$80.9M -$127K 5 26.9% Reduced
1482
Chicago Partners Investment Group
Chicago Partners Investment Group
Illinois
$80.8M +$5.55M 7 3.44% Increased
1483
Redpoint Management
Redpoint Management
California
$80.7M $0 1 11.06% Maintained
1484
Hilton Capital Management
Hilton Capital Management
New York
$80.6M +$4.25M 6 7.23% Increased
1485
Blue Fin Capital
Blue Fin Capital
Rhode Island
$80.6M -$313K 6 17.97% Reduced
1486
Auxano Advisors
Auxano Advisors
Washington
$80.6M -$1.38M 6 23.47% Reduced
1487
CenterBook Partners
CenterBook Partners
Connecticut
$80.6M +$18.3M 9 5.56% Increased
1488
Armistice Capital
Armistice Capital
New York
$80.5M -$136M 7 1.07% Reduced
1489
Sienna Gestion
Sienna Gestion
France
$80.5M +$77.5M 4 6.92% New
1490
Claar Advisors
Claar Advisors
New York
$80.5M -$3.91M 4 25.91% Reduced
1491
DA
Dash Acquisitions
California
$80.4M +$2.78M 6 25.39% Increased
1492
Geneos Wealth Management
Geneos Wealth Management
Colorado
$80.2M -$241K 26 3.67% Reduced
1493
Applied Finance Capital Management
Applied Finance Capital Management
Puerto Rico
$80.2M +$8.85M 3 5.64% Increased
1494
Nicholas Hoffman & Company
Nicholas Hoffman & Company
Georgia
$80.1M -$1.27M 7 4.06% Reduced
1495
Jackson Square Partners
Jackson Square Partners
California
$80M -$1.41M 3 3.33% Reduced
1496
Te Ahumairangi Investment Management
Te Ahumairangi Investment Management
New Zealand
$79.9M -$166K 6 13.87% Reduced
1497
Overbrook Management Corp
Overbrook Management Corp
New York
$79.8M -$39.2M 4 21.46% Reduced
1498
CCM Investment Advisers
CCM Investment Advisers
South Carolina
$79.8M -$2.98M 3 9.54% Reduced
1499
Mitchell Capital Management
Mitchell Capital Management
Kansas
$79.8M -$1.48M 4 15.31% Reduced
1500
Marble Harbor Investment Counsel
Marble Harbor Investment Counsel
Massachusetts
$79.7M -$958K 6 9.19% Reduced