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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
1526
JAMH
Junson Asset Management (HK)
Hong Kong
$68.1M +$20.8M 3 16.82% Increased
1527
CAM
Contour Asset Management
New York
$68.1M +$69.9M 1 2.45% New
1528
Nicollet Investment Management
Nicollet Investment Management
Minnesota
$68M -$4.58M 5 27.35% Reduced
1529
Resources Management Corp
Resources Management Corp
Connecticut
$68M -$1.62M 9 8.85% Reduced
1530
Octahedron Capital Management
Octahedron Capital Management
California
$68M +$70.2M 3 25.81% New
1531
Dynamic Advisor Solutions
Dynamic Advisor Solutions
Arizona
$67.9M -$2.68M 13 4.85% Reduced
1532
Milestones Administradora de Recursos
Milestones Administradora de Recursos
Brazil
$67.8M +$67.4M 1 64.63% New
1533
CFM Wealth Partners
CFM Wealth Partners
Texas
$67.8M +$2.15M 7 15.13% Increased
1534
180 Wealth Advisors
180 Wealth Advisors
Washington
$67.6M +$1.08M 14 15.18% Increased
1535
Goelzer Investment Management
Goelzer Investment Management
Indiana
$67.6M -$2.52M 8 5.51% Reduced
1536
CMH Wealth Management
CMH Wealth Management
New Hampshire
$67.5M +$1.44M 3 20.36% Increased
1537
Wolverine Asset Management
Wolverine Asset Management
Illinois
$67.4M -$22M 11 0.63% Reduced
1538
Castle Hook Partners
Castle Hook Partners
New York
$67.3M -$290M 2 2.93% Reduced
1539
Great Valley Advisor Group
Great Valley Advisor Group
Delaware
$67.3M +$4.41M 13 4.16% Increased
1540
Oakworth Capital
Oakworth Capital
Alabama
$67.1M +$1.24M 11 5.7% Increased
1541
Willis Investment Counsel
Willis Investment Counsel
Georgia
$67.1M -$2.82M 2 3.53% Reduced
1542
Marble Harbor Investment Counsel
Marble Harbor Investment Counsel
Massachusetts
$67.1M +$373K 8 7.81% Increased
1543
PFS Investments
PFS Investments
Georgia
$67M +$6.86M 6 1.3% Increased
1544
HBK Sorce Advisory
HBK Sorce Advisory
Pennsylvania
$66.9M +$52.4K 11 3.39% Increased
1545
Flagship Harbor Advisors
Flagship Harbor Advisors
Massachusetts
$66.8M +$564K 13 6.32% Increased
1546
Poplar Forest Capital
Poplar Forest Capital
California
$66.8M +$2M 5 7.02% Increased
1547
Avestar Capital
Avestar Capital
New York
$66.7M +$17.3M 10 8.16% Increased
1548
Altium Wealth Management
Altium Wealth Management
New York
$66.7M +$3.88M 6 4.3% Increased
1549
AIS
AM Investment Strategies
Tennessee
$66.7M -$5.96M 6 15.98% Reduced
1550
Monetary Management Group
Monetary Management Group
Missouri
$66.7M -$1.22M 8 16.49% Reduced