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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
Invictus Private Wealth
Invictus Private Wealth
Colorado
$56.6M +$2M 7 6.19% Increased
1602
Greenwood Capital Associates
Greenwood Capital Associates
South Carolina
$56.4M -$6.93M 5 8.2% Reduced
1603
Mane Global Capital Management
Mane Global Capital Management
New York
$56.3M -$57.9M 2 5.02% Reduced
1604
Blue Grotto Capital
Blue Grotto Capital
Georgia
$56.2M +$57.1M 2 13.19% New
1605
Sompo Asset Management
Sompo Asset Management
Japan
$56.1M -$16.9M 8 12.29% Reduced
1606
First Financial Bank - Trust Division
First Financial Bank - Trust Division
Ohio
$56.1M +$5.13M 6 6.16% Increased
1607
Edge Wealth Management
Edge Wealth Management
New York
$56M -$736K 3 13.08% Reduced
1608
Valicenti Advisory Services
Valicenti Advisory Services
New York
$55.9M +$619K 6 19.08% Increased
1609
Schechter Investment Advisors
Schechter Investment Advisors
Michigan
$55.8M +$2.81M 11 5.41% Increased
1610
TimesSquare Capital Management
TimesSquare Capital Management
New York
$55.8M +$66.4M 1 0.87% New
1611
Avalon Capital Management
Avalon Capital Management
California
$55.8M -$4.09M 6 28.45% Reduced
1612
Sound View Wealth Advisors Group
Sound View Wealth Advisors Group
Georgia
$55.7M +$3.63M 6 6.93% Increased
1613
Tufton Capital Management
Tufton Capital Management
Maryland
$55.7M -$323K 5 12.42% Reduced
1614
Matthew Goff Investment Advisor
Matthew Goff Investment Advisor
Texas
$55.5M -$411K 6 13.36% Reduced
1615
Ashburton (Jersey)
Ashburton (Jersey)
Jersey
$55.5M $0 5 27% Maintained
1616
Willis Investment Counsel
Willis Investment Counsel
Georgia
$55.4M -$13.7M 3 4.2% Reduced
1617
Peak Asset Management
Peak Asset Management
Colorado
$55.4M -$1.27M 7 13.37% Reduced
1618
Buckingham Capital Management (Ohio)
Buckingham Capital Management (Ohio)
Ohio
$55.3M -$1.41M 6 8.43% Reduced
1619
Jaffetilchin Investment Partners
Jaffetilchin Investment Partners
Florida
$55.3M +$321K 8 6.1% Increased
1620
Power Corp of Canada
Power Corp of Canada
Canada
$55.3M +$21.2K 4 3.5% Increased
1621
Pinpoint Asset Management
Pinpoint Asset Management
Hong Kong
$55.3M +$45M 2 12.95% Increased
1622
CRB
Chad R. Baker
$55.2M +$2.06M 5 13.95% Increased
1623
Leavell Investment Management
Leavell Investment Management
Alabama
$55.1M +$1.38M 6 3.85% Increased
1624
China Universal Asset Management Company
China Universal Asset Management Company
China
$55.1M +$11M 6 15.97% Increased
1625
Iyo Bank
Iyo Bank
Japan
$55.1M $0 4 30% Maintained