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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
1551
Mount Yale Investment Advisors
Mount Yale Investment Advisors
Colorado
$50.1M +$1.45M 9 5.63% Increased
1552
DA
Dash Acquisitions
California
$50.1M +$2.87M 5 23.22% Increased
1553
ALAM
Asahi Life Asset Management
Japan
$50.1M +$475K 8 15.92% Increased
1554
Stockman Wealth Management
Stockman Wealth Management
Montana
$50.1M +$6.56M 6 11.19% Increased
1555
Whetstone Capital Advisors
Whetstone Capital Advisors
Kansas
$50.1M -$140K 5 32.28% Reduced
1556
DRW Securities
DRW Securities
Illinois
$50.1M +$26M 5 0.82% Increased
1557
Oribel Capital Management
Oribel Capital Management
New York
$50M +$90.3M 2 4.47% Increased
1558
Peak Asset Management
Peak Asset Management
Colorado
$50M -$8.44M 7 12.23% Reduced
1559
Modera Wealth Management
Modera Wealth Management
New Jersey
$50M +$4.43M 6 1.94% Increased
1560
Hills Bank & Trust
Hills Bank & Trust
Iowa
$50M -$228K 7 6.92% Reduced
1561
Alpine Woods Capital Investors
Alpine Woods Capital Investors
New York
$49.9M -$2M 7 7.55% Reduced
1562
LFCM
Long Focus Capital Management
Puerto Rico
$49.9M +$13.5M 3 2.83% Increased
1563
Private Trust Company
Private Trust Company
Ohio
$49.8M +$2.26M 21 6.79% Increased
1564
Birinyi Associates
Birinyi Associates
Connecticut
$49.8M -$1.32M 6 20.58% Reduced
1565
Griffin Asset Management
Griffin Asset Management
New York
$49.8M -$997K 6 6.95% Reduced
1566
CAM
Centre Asset Management
New York
$49.7M +$6.98M 4 12.01% Increased
1567
Avalon Capital Management
Avalon Capital Management
California
$49.7M -$20.4M 5 25.48% Reduced
1568
East Coast Asset Management
East Coast Asset Management
Massachusetts
$49.6M +$76.1K 5 21.89% Increased
1569
Cheviot Value Management
Cheviot Value Management
California
$49.6M +$1.65M 5 11.93% Increased
1570
NBT Bank
NBT Bank
New York
$49.6M -$56.1K 6 7.24% Reduced
1571
Corvex Management
Corvex Management
New York
$49.6M -$101M 3 2.44% Reduced
1572
Capital Investment Counsel Inc
Capital Investment Counsel Inc
North Carolina
$49.5M -$4.32M 10 11.3% Reduced
1573
SC
Saybrook Capital
North Carolina
$49.5M +$363K 4 15.75% Increased
1574
Y.D. More Investments
Y.D. More Investments
Israel
$49.4M -$10.5M 11 11.13% Reduced
1575
Synergy Asset Management
Synergy Asset Management
Washington
$49.4M +$13.5M 3 11.82% Increased