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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
1601
Ameritas Advisory Services
Ameritas Advisory Services
Nebraska
$58.1M +$3.83M 10 2.13% Increased
1602
Ritholtz Wealth Management
Ritholtz Wealth Management
New York
$58.1M +$5.89M 8 3.92% Increased
1603
Biondo Investment Advisors
Biondo Investment Advisors
Pennsylvania
$58M -$64K 3 10.23% Reduced
1604
Wallington Asset Management
Wallington Asset Management
Indiana
$58M -$3.67M 3 10.03% Reduced
1605
Leo Brokerage
Leo Brokerage
Texas
$57.9M +$57.8M 7 9.23% New
1606
Seeyond
Seeyond
France
$57.8M -$4.72M 14 5.75% Reduced
1607
Nelson Capital Management
Nelson Capital Management
California
$57.8M +$1.37M 5 11.3% Increased
1608
Stanley-Laman Group
Stanley-Laman Group
Pennsylvania
$57.7M +$12.9M 7 7.99% Increased
1609
RWA Wealth Partners
RWA Wealth Partners
Massachusetts
$57.6M +$1.8M 7 3.73% Increased
1610
Alta Park Capital
Alta Park Capital
California
$57.6M -$96.9M 1 6.69% Reduced
1611
NBT Bank
NBT Bank
New York
$57.6M -$2.35M 6 7.7% Reduced
1612
Fulcrum Capital
Fulcrum Capital
Washington
$57.5M +$338K 4 15.4% Increased
1613
Broadleaf Partners
Broadleaf Partners
Ohio
$57.5M -$2.32M 4 19.15% Reduced
1614
HBK Sorce Advisory
HBK Sorce Advisory
Pennsylvania
$57.4M -$5.72M 10 3.14% Reduced
1615
Intrust Bank
Intrust Bank
Kansas
$57.4M -$1.23M 8 7.26% Reduced
1616
Bender Robert & Associates
Bender Robert & Associates
California
$57.3M -$3.91M 5 16.33% Reduced
1617
Simplex Trading
Simplex Trading
Illinois
$57.3M +$23.8M 24 0.05% Increased
1618
Courier Capital
Courier Capital
New York
$57.2M -$2.26M 6 5.72% Reduced
1619
Conning Inc
Conning Inc
Connecticut
$57.1M -$1.6M 10 1.56% Reduced
1620
Thompson Investment Management
Thompson Investment Management
Wisconsin
$57.1M +$392K 6 8.41% Increased
1621
JAMH
Junson Asset Management (HK)
Hong Kong
$57.1M -$6.31M 3 15.81% Reduced
1622
EFG Asset Management (Americas)
EFG Asset Management (Americas)
Florida
$57M +$6.41M 4 10.58% Increased
1623
CRB
Chad R. Baker
$56.9M $0 4 12.83% Maintained
1624
WA
Winfield Associates
Ohio
$56.9M -$1.45M 5 20.58% Reduced
1625
Sompo Asset Management
Sompo Asset Management
Japan
$56.8M -$2.07M 7 12.31% Reduced