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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
P.J. Schmidt Investment Management (PJS)
P.J. Schmidt Investment Management (PJS)
Wisconsin
$57.5M -$760K 6 11.42% Reduced
1577
Bellecapital
Bellecapital
Switzerland
$57.4M -$3.67M 7 13.88% Reduced
1578
Buckingham Capital Management (Ohio)
Buckingham Capital Management (Ohio)
Ohio
$57.4M +$423K 6 8.55% Increased
1579
Corvex Management
Corvex Management
New York
$57.3M -$1.61M 3 2.82% Reduced
1580
Ironwood Investment Counsel
Ironwood Investment Counsel
Arizona
$57.3M +$597K 6 12.89% Increased
1581
Auxano Advisors
Auxano Advisors
Washington
$57.3M $0 6 22.92% Maintained
1582
First Western Trust Bank
First Western Trust Bank
Colorado
$57.2M -$795K 6 2.79% Reduced
1583
KFS
Kurt F. Somerville
$57.1M -$7.4M 6 10.89% Reduced
1584
Alua Capital Management
Alua Capital Management
New York
$57.1M +$54.9M 1 3.93% New
1585
Procyon Advisors
Procyon Advisors
Connecticut
$57.1M +$17.4M 9 7.18% Increased
1586
Chicago Partners Investment Group
Chicago Partners Investment Group
Illinois
$57.1M +$3.01M 9 2.97% Increased
1587
IMC Chicago
IMC Chicago
Illinois
$57M +$33.4M 5 0.05% Increased
1588
Wahed Invest
Wahed Invest
New York
$57M +$5.89M 7 20.05% Increased
1589
TCM
Trybe Capital Management
Connecticut
$57M +$3.49M 3 19.69% Increased
1590
Princeton Capital Management
Princeton Capital Management
New Jersey
$56.9M -$143K 5 23.64% Reduced
1591
Avalon Capital Management
Avalon Capital Management
California
$56.8M -$1.5M 5 26.6% Reduced
1592
Edge Wealth Management
Edge Wealth Management
New York
$56.8M +$456K 3 12.39% Increased
1593
Qtron Investments
Qtron Investments
Massachusetts
$56.6M +$1.43M 12 10.74% Increased
1594
Light Street Capital Management
Light Street Capital Management
California
$56.5M +$11.1M 3 14.98% Increased
1595
Tufton Capital Management
Tufton Capital Management
Maryland
$56.5M -$2.4M 5 12.2% Reduced
1596
Cartenna Capital
Cartenna Capital
Connecticut
$56.3M +$23.6M 2 4.51% Increased
1597
Griffin Asset Management
Griffin Asset Management
New York
$56.3M -$3.07M 6 7.61% Reduced
1598
NM
NWI Management
New York
$56.2M -$140M 5 10.09% Reduced
1599
Checchi Capital Advisers
Checchi Capital Advisers
California
$56.1M +$1.66M 10 5.02% Increased
1600
Exchange Capital Management
Exchange Capital Management
Michigan
$56M +$44.6K 5 10.4% Increased