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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
Allen Mooney & Barnes Investment Advisors
Allen Mooney & Barnes Investment Advisors
Georgia
$79.1M -$218K 6 13.47% Reduced
1527
Avalon Capital Management
Avalon Capital Management
California
$79M -$7.82M 7 23.93% Reduced
1528
Tompkins Financial
Tompkins Financial
New York
$78.9M -$387K 9 7.57% Reduced
1529
Graypoint LLC
Graypoint LLC
New York
$78.9M -$215K 10 5.06% Reduced
1530
Ninety One
Ninety One
South Africa
$78.8M -$35.7M 3 17.21% Reduced
1531
Bourne Lent Asset Management
Bourne Lent Asset Management
New York
$78.7M +$150K 5 29.85% Increased
1532
Capital Investment Counsel Inc
Capital Investment Counsel Inc
North Carolina
$78.4M +$455K 9 11.25% Increased
1533
CX Institutional
CX Institutional
Indiana
$78.2M -$258K 9 3.47% Reduced
1534
AO
Allen Operations
New York
$78.1M -$1.52K 3 13.16% Reduced
1535
Clarkston Capital Partners
Clarkston Capital Partners
Michigan
$78.1M -$2.13M 5 1.44% Reduced
1536
Paloma Partners
Paloma Partners
Connecticut
$78.1M +$75M 11 2.16% Increased
1537
HBK Sorce Advisory
HBK Sorce Advisory
Pennsylvania
$78M -$200K 8 2.38% Reduced
1538
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$77.7M +$6.09M 9 0.3% Increased
1539
Hills Bank & Trust
Hills Bank & Trust
Iowa
$77.6M -$1.3M 7 5.86% Reduced
1540
Pentwater Capital Management
Pentwater Capital Management
Florida
$77.6M -$14.4M 2 0.8% Reduced
1541
Stephens Investment Management Group
Stephens Investment Management Group
Texas
$77.2M +$3.42M 5 1.05% Increased
1542
Bogart Wealth LLC
Bogart Wealth LLC
Virginia
$77.2M +$4.97M 17 3.65% Increased
1543
AMCA
Arthur M. Cohen & Associates
Illinois
$77.2M +$773K 5 13.94% Increased
1544
Forte Capital
Forte Capital
New York
$77.1M -$1.44M 8 8.72% Reduced
1545
Foster Victor Wealth Advisors
Foster Victor Wealth Advisors
South Carolina
$77.1M +$11.4M 6 6.18% Increased
1546
Carrhae Capital
Carrhae Capital
United Kingdom
$76.9M -$22.6M 1 8.79% Reduced
1547
Bornite Capital Management
Bornite Capital Management
New York
$76.9M -$13.1M 4 13.59% Reduced
1548
Principal Street Partners
Principal Street Partners
Tennessee
$76.6M +$30.2M 6 12.52% Increased
1549
Checchi Capital Advisers
Checchi Capital Advisers
California
$76.5M -$56.8K 9 4.28% Reduced
1550
Jackson Wealth Management
Jackson Wealth Management
Florida
$76.4M +$30.8M 4 9.12% Increased