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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
1576
Wright Investors Service
Wright Investors Service
Connecticut
$42.6M +$3.16M 6 15.16% Increased
1577
Valicenti Advisory Services
Valicenti Advisory Services
New York
$42.6M -$1.36M 4 15.86% Reduced
1578
Melqart Asset Management
Melqart Asset Management
United Kingdom
$42.5M +$40.2M 4 4.72% Increased
1579
Ballentine Partners
Ballentine Partners
Massachusetts
$42.5M -$784K 9 1.88% Reduced
1580
Campbell Capital Management
Campbell Capital Management
Florida
$42.4M +$370K 4 24.32% Increased
1581
K.J. Harrison & Partners
K.J. Harrison & Partners
Ontario, Canada
$42.3M +$1.97M 6 8.74% Increased
1582
180 Wealth Advisors
180 Wealth Advisors
Washington
$42.3M -$211K 8 15.86% Reduced
1583
CCM
Consolidated Capital Management
California
$42.3M +$205K 3 22.13% Increased
1584
Slow Capital
Slow Capital
California
$42.2M -$3.37M 14 11.51% Reduced
1585
Girard Partners
Girard Partners
Pennsylvania
$42.2M -$2.45M 5 7.06% Reduced
1586
Foster Dykema Cabot & Co
Foster Dykema Cabot & Co
Massachusetts
$42.1M +$1.42M 6 6.91% Increased
1587
Tremblant Capital Group
Tremblant Capital Group
Florida
$42.1M -$44.6M 1 1.59% Reduced
1588
Homrich & Berg
Homrich & Berg
Georgia
$42M +$910K 7 1.44% Increased
1589
Group One Trading
Group One Trading
Illinois
$42M -$29.9M 17 0.13% Reduced
1590
Cornerstone Advisory
Cornerstone Advisory
Maryland
$42M -$860K 8 9.79% Reduced
1591
Greenwich Wealth Management
Greenwich Wealth Management
Connecticut
$42M -$849 9 7.51% Reduced
1592
Tidal Investments
Tidal Investments
Wisconsin
$41.9M +$3.37M 9 5.6% Increased
1593
Biondo Investment Advisors
Biondo Investment Advisors
Pennsylvania
$41.9M +$999K 4 9.09% Increased
1594
Formula Growth
Formula Growth
Quebec, Canada
$41.9M +$18.4M 5 7.83% Increased
1595
American National Bank & Trust
American National Bank & Trust
Texas
$41.8M +$311K 6 11.93% Increased
1596
Vantage Wealth
Vantage Wealth
California
$41.7M +$1.36M 4 13.38% Increased
1597
Stonebridge Capital Advisors
Stonebridge Capital Advisors
Minnesota
$41.6M -$5.08M 7 7.47% Reduced
1598
PCR
Potrero Capital Research
California
$41.6M +$4.4M 3 13.59% Increased
1599
North Star Investment Management
North Star Investment Management
Illinois
$41.6M +$980K 14 4.91% Increased
1600
Leavell Investment Management
Leavell Investment Management
Alabama
$41.6M -$28.7K 6 3.61% Reduced