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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
Foster & Motley
Foster & Motley
Ohio
$74.7M +$1.45M 8 4.71% Increased
1552
Nicholas Hoffman & Company
Nicholas Hoffman & Company
Georgia
$74.7M -$812K 6 2.84% Reduced
1553
Iyo Bank
Iyo Bank
Japan
$74.5M +$4.54M 4 24% Increased
1554
Norden Group
Norden Group
Utah
$74.1M -$7.24M 11 8.52% Reduced
1555
Coleford Investment Management
Coleford Investment Management
Canada
$74M -$1.64M 4 20.77% Reduced
1556
Birinyi Associates
Birinyi Associates
Connecticut
$74M -$2.42M 6 23.9% Reduced
1557
Progressive Investment Management
Progressive Investment Management
Oregon
$74M -$1.95M 5 20.71% Reduced
1558
Carrhae Capital
Carrhae Capital
United Kingdom
$73.9M +$64.5M 1 5.41% New
1559
Adero Partners
Adero Partners
California
$73.9M +$6.03M 10 4.83% Increased
1560
Syon Capital
Syon Capital
California
$73.8M +$24.4M 9 6.01% Increased
1561
Zions Bancorporation, National Association
Zions Bancorporation, National Association
Utah
$73.6M +$82.7M 14 4.65% New
1562
CRB
Chad R. Baker
$73.6M +$91.7K 5 15% Increased
1563
Jackson Wealth Management
Jackson Wealth Management
Florida
$73.6M +$3.72M 5 8.94% Increased
1564
Cheviot Value Management
Cheviot Value Management
California
$73.6M +$6.52M 11 9.05% Increased
1565
SCS Capital Management
SCS Capital Management
Massachusetts
$73.5M -$116M 7 0.94% Reduced
1566
FCP
Fosse Capital Partners
United Kingdom
$73.5M -$14.9M 1 34.06% Reduced
1567
ArchPoint Investors
ArchPoint Investors
Florida
$73.4M +$17.7M 4 24.14% Increased
1568
Teamwork Financial Advisors
Teamwork Financial Advisors
Texas
$73.2M -$33.2M 7 9.75% Reduced
1569
BTG Pactual Asset Management US
BTG Pactual Asset Management US
New York
$73.1M +$24.2M 8 7.83% Increased
1570
Claar Advisors
Claar Advisors
New York
$73M -$4.88M 4 24.66% Reduced
1571
Intact Investment Management
Intact Investment Management
Quebec, Canada
$73M +$1.08M 8 2.5% Increased
1572
Brevan Howard Capital Management
Brevan Howard Capital Management
Jersey
$73M -$3.43M 10 0.7% Reduced
1573
Harbour Investments
Harbour Investments
Wisconsin
$72.8M -$1.35M 28 2.08% Reduced
1574
Generali Investments Management
Generali Investments Management
Slovenia
$72.8M +$618K 7 20.72% Increased
1575
Accredited Investors
Accredited Investors
Minnesota
$72.7M -$7.8M 7 4.51% Reduced