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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
ALAM
Asahi Life Asset Management
Japan
$48.1M -$8.94M 8 14.85% Reduced
1502
BG
BRX Global
New York
$48M $0 4 58.55% Maintained
1503
FPCM
Financial Partners Capital Management
New York
$48M -$381K 6 11.35% Reduced
1504
Andra AP-fonden
Andra AP-fonden
Sweden
$47.8M -$11.7M 11 1.57% Reduced
1505
Ashton Thomas Private Wealth
Ashton Thomas Private Wealth
Arizona
$47.8M -$1.17M 6 5.4% Reduced
1506
Matthew Goff Investment Advisor
Matthew Goff Investment Advisor
Texas
$47.7M -$19.3K 6 13.63% Reduced
1507
Garde Capital
Garde Capital
Washington
$47.6M +$2.22M 8 6.16% Increased
1508
Nicollet Investment Management
Nicollet Investment Management
Minnesota
$47.6M +$2.85M 6 26.04% Increased
1509
Bellecapital
Bellecapital
Switzerland
$47.6M -$3.15M 6 14.53% Reduced
1510
Teewinot Capital Advisers
Teewinot Capital Advisers
New York
$47.6M +$24.5M 4 10.89% Increased
1511
Peak Asset Management
Peak Asset Management
Colorado
$47.3M +$1.6M 8 13.48% Increased
1512
Icon Wealth Advisors
Icon Wealth Advisors
Texas
$47.3M +$53.7M 8 5.74% New
1513
WA
Wealth Advisors
California
$47.2M +$32.3K 4 24.06% Increased
1514
Oakworth Capital
Oakworth Capital
Alabama
$47.2M -$30.2K 12 5.22% Reduced
1515
Valicenti Advisory Services
Valicenti Advisory Services
New York
$47.2M -$143K 6 17.24% Reduced
1516
Blue Fin Capital
Blue Fin Capital
Rhode Island
$47.2M +$74.4K 5 17.81% Increased
1517
Zweig-DiMenna Associates
Zweig-DiMenna Associates
New York
$47.1M +$4.38M 5 10.26% Increased
1518
Clarkston Capital Partners
Clarkston Capital Partners
Michigan
$47.1M -$196K 6 0.93% Reduced
1519
Center Lake Capital Management
Center Lake Capital Management
Florida
$47.1M -$39.8M 5 83.93% Reduced
1520
Tamar Securities
Tamar Securities
California
$47.1M +$5.68M 4 15.07% Increased
1521
Nicholas Hoffman & Company
Nicholas Hoffman & Company
Georgia
$46.9M +$390K 9 2.21% Increased
1522
PFG Advisors
PFG Advisors
Arizona
$46.8M +$2.3M 7 5.34% Increased
1523
ShawSpring Partners
ShawSpring Partners
Massachusetts
$46.7M +$4.1M 1 6.48% Increased
1524
Paralel Advisors
Paralel Advisors
Colorado
$46.6M +$52.8M 1 3.26% New
1525
Edge Wealth Management
Edge Wealth Management
New York
$46.5M +$465K 3 10.28% Increased