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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
BBR Partners
BBR Partners
New York
$54.5M -$2.98M 8 4.51% Reduced
1502
Berkshire Asset Management
Berkshire Asset Management
Pennsylvania
$54.4M +$2.71M 6 4.19% Increased
1503
Heritage Trust
Heritage Trust
Oklahoma
$54.1M +$506K 6 8.77% Increased
1504
Flagship Harbor Advisors
Flagship Harbor Advisors
Massachusetts
$53.9M +$607K 13 6.69% Increased
1505
IQ EQ Fund Management
IQ EQ Fund Management
Ireland
$53.8M +$2.61M 9 12.45% Increased
1506
Armistice Capital
Armistice Capital
New York
$53.7M +$19.1M 3 1.83% Increased
1507
Essex Financial Services
Essex Financial Services
Connecticut
$53.6M +$3.3M 7 10.62% Increased
1508
FORA Capital
FORA Capital
Florida
$53.4M +$47.8M 14 8.15% Increased
1509
Ally Financial
Ally Financial
Michigan
$53.4M +$29.3M 6 5.01% Increased
1510
ProVise Management Group
ProVise Management Group
Florida
$53.3M -$865K 7 6.15% Reduced
1511
Blue Fin Capital
Blue Fin Capital
Rhode Island
$53.2M +$1.67M 6 19.03% Increased
1512
Aviance Capital Partners
Aviance Capital Partners
Florida
$53.1M +$14.7M 8 10.75% Increased
1513
WDA
Wendell David Associates
New Hampshire
$53.1M -$436K 6 6.49% Reduced
1514
Alexandria Capital
Alexandria Capital
Virginia
$53M -$2.38M 8 5.61% Reduced
1515
180 Wealth Advisors
180 Wealth Advisors
Washington
$52.9M +$10M 12 15.27% Increased
1516
K.J. Harrison & Partners
K.J. Harrison & Partners
Ontario, Canada
$52.7M +$6.63M 5 8.57% Increased
1517
Gerber Kawasaki Wealth & Investment Management
Gerber Kawasaki Wealth & Investment Management
California
$52.5M +$4.89M 7 7.27% Increased
1518
Soros Fund Management
Soros Fund Management
New York
$52.5M +$21.3M 2 0.99% Increased
1519
IndexIQ Advisors
IndexIQ Advisors
New York
$52.4M +$7.11M 10 1.93% Increased
1520
Progressive Investment Management
Progressive Investment Management
Oregon
$52.4M +$122K 4 18.86% Increased
1521
TCOT
Trust Company of Toledo
Ohio
$52.3M +$382K 6 10.15% Increased
1522
Coastline Trust
Coastline Trust
Rhode Island
$52.3M +$1.35M 7 6.97% Increased
1523
Payden & Rygel
Payden & Rygel
California
$52.2M +$511K 7 2.68% Increased
1524
Portland Hill Asset Management
Portland Hill Asset Management
United Kingdom
$52.1M +$20M 5 36.72% Increased
1525
Spinnaker Trust
Spinnaker Trust
Maine
$51.9M -$888K 7 4.14% Reduced