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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
1501
Claret Asset Management
Claret Asset Management
Quebec, Canada
$31.8M -$953K 7 6.58% Reduced
1502
Marble Harbor Investment Counsel
Marble Harbor Investment Counsel
Massachusetts
$31.8M +$36K 7 5.49% Increased
1503
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors
California
$31.7M -$22.7M 4 2.09% Reduced
1504
Thames Capital Management
Thames Capital Management
New Jersey
$31.6M -$7.73M 2 8.94% Reduced
1505
Avantax Advisory Services
Avantax Advisory Services
Texas
$31.6M +$2.56M 7 1.39% Increased
1506
James Investment Research
James Investment Research
Ohio
$31.6M +$2.76M 6 2.29% Increased
1507
BCPEMI
Bain Capital Public Equity Management II
Massachusetts
$31.5M +$32.1M 1 2.91% New
1508
LIM
Lathrop Investment Management
Arkansas
$31.5M -$157K 2 8.94% Reduced
1509
Strategic Global Advisors
Strategic Global Advisors
California
$31.5M +$3.44M 8 6.71% Increased
1510
Peak Asset Management
Peak Asset Management
Colorado
$31.4M +$3.35M 6 10.28% Increased
1511
Evanson Asset Management
Evanson Asset Management
California
$31.4M -$482K 6 6.34% Reduced
1512
BWM
Buckley Wealth Management
Nevada
$31.4M -$758K 6 14.69% Reduced
1513
Affinity Wealth Management
Affinity Wealth Management
Delaware
$31.3M -$547K 5 12.26% Reduced
1514
O'Shaughnessy Asset Management
O'Shaughnessy Asset Management
Connecticut
$31.3M -$3.35M 11 0.73% Reduced
1515
Endurance Wealth Management
Endurance Wealth Management
Rhode Island
$31.2M -$1.93M 12 4.91% Reduced
1516
CANC
Culbertson A N & Co
Virginia
$31.2M +$255K 6 8.68% Increased
1517
Buckingham Capital Management (Ohio)
Buckingham Capital Management (Ohio)
Ohio
$31.2M +$2.21M 5 5.9% Increased
1518
Foster Dykema Cabot & Co
Foster Dykema Cabot & Co
Massachusetts
$31.2M +$8.18M 6 4.71% Increased
1519
Johnson Financial Group Inc (Wisconsin)
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$31.1M +$865K 9 2.77% Increased
1520
Exencial Wealth Advisors
Exencial Wealth Advisors
Oklahoma
$31.1M -$812K 6 7.26% Reduced
1521
Kovack Advisors
Kovack Advisors
Florida
$30.9M +$2.71M 10 7.07% Increased
1522
TCOT
Trust Company of Toledo
Ohio
$30.9M -$1.95M 6 7.73% Reduced
1523
Cape Cod Five Cents Savings Bank
Cape Cod Five Cents Savings Bank
Massachusetts
$30.9M +$186K 6 4.38% Increased
1524
EAMA
EFG Asset Management (Americas)
Florida
$30.8M +$3.72M 6 8.77% Increased
1525
HA
Harbor Advisors
Florida
$30.7M +$347K 7 9.18% Increased