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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
1626
Vestmark Advisory Solutions
Vestmark Advisory Solutions
Massachusetts
$45.5M +$2.12M 11 5.11% Increased
1627
Slow Capital
Slow Capital
California
$45.5M -$941K 10 10.87% Reduced
1628
PCR
Potrero Capital Research
California
$45.5M $0 3 5.75% Maintained
1629
Hills Bank & Trust
Hills Bank & Trust
Iowa
$45.4M +$72.5K 8 7.93% Increased
1630
Checchi Capital Advisers
Checchi Capital Advisers
California
$45.4M -$3.92M 10 4.68% Reduced
1631
Pekin Hardy Strauss
Pekin Hardy Strauss
Illinois
$45.4M -$4.35M 7 7.88% Reduced
1632
Exchange Traded Concepts
Exchange Traded Concepts
Oklahoma
$45.3M +$1.82M 20 2.1% Increased
1633
Fulcrum Capital
Fulcrum Capital
Washington
$45.3M +$2.2M 5 13.55% Increased
1634
Valicenti Advisory Services
Valicenti Advisory Services
New York
$45.3M -$163K 5 14.66% Reduced
1635
Buckingham Capital Management (Ohio)
Buckingham Capital Management (Ohio)
Ohio
$45.2M +$1.68M 6 7.97% Increased
1636
American National Bank & Trust
American National Bank & Trust
Texas
$45.2M -$176K 7 11.66% Reduced
1637
North Star Investment Management
North Star Investment Management
Illinois
$45.1M +$293K 15 4.7% Increased
1638
TCIM
TOMS Capital Investment Management
New York
$45.1M -$51.1M 1 3.56% Reduced
1639
V Wealth Advisors
V Wealth Advisors
Kansas
$45M +$25.2M 9 9.31% Increased
1640
Intersect Capital
Intersect Capital
California
$45M +$4.68M 8 9.92% Increased
1641
Garde Capital
Garde Capital
Washington
$45M +$3.39M 9 5.48% Increased
1642
Arrow Capital Management
Arrow Capital Management
New York
$45M +$43.7M 2 17.59% New
1643
Greenwich Wealth Management
Greenwich Wealth Management
Connecticut
$45M +$149K 9 3.92% Increased
1644
Mount Yale Investment Advisors
Mount Yale Investment Advisors
Colorado
$45M +$134K 8 6.31% Increased
1645
Hikari Tsushin Inc
Hikari Tsushin Inc
Japan
$45M $0 1 6.59% Maintained
1646
CFM Wealth Partners
CFM Wealth Partners
Texas
$44.9M +$3.24M 7 14.32% Increased
1647
MRCM
M&R Capital Management
New Jersey
$44.8M -$2.14M 8 10.2% Reduced
1648
HBK Sorce Advisory
HBK Sorce Advisory
Pennsylvania
$44.8M +$1.1M 11 2.77% Increased
1649
LCH
Lee Capital Holdings
New York
$44.8M -$459K 6 26.42% Reduced
1650
CL
CIM LLC
New York
$44.7M -$660K 4 8.26% Reduced