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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
Sompo Asset Management
Sompo Asset Management
Japan
$56.8M -$2.07M 7 12.31% Reduced
1627
CANC
Culbertson A N & Co
Virginia
$56.8M -$116K 6 10.69% Reduced
1628
DA
Dash Acquisitions
California
$56.7M +$517K 5 25.64% Increased
1629
AJ Wealth Strategies
AJ Wealth Strategies
New York
$56.7M +$4.82M 11 2.79% Increased
1630
Boussard & Gavaudan Investment Management
Boussard & Gavaudan Investment Management
United Kingdom
$56.6M -$5.43M 1 7.43% Reduced
1631
AA
Ancient Art
Texas
$56.5M -$19.1M 1 7.34% Reduced
1632
LaFleur & Godfrey
LaFleur & Godfrey
Michigan
$56.4M +$1.87M 7 7.58% Increased
1633
Shufro Rose & Co
Shufro Rose & Co
New York
$56.4M -$1.43M 7 4.35% Reduced
1634
Trust Asset Management
Trust Asset Management
Texas
$56.3M +$2.03M 6 6.92% Increased
1635
Private Capital Advisors
Private Capital Advisors
Connecticut
$56.2M -$10.8M 4 8.19% Reduced
1636
Foster & Motley
Foster & Motley
Ohio
$56.2M +$3.4M 7 4.4% Increased
1637
HGCK
HPC Germany & Co KG
Germany
$56.2M +$54.4M 4 36.98% New
1638
Exchange Capital Management
Exchange Capital Management
Michigan
$56.1M +$2.59M 4 10.51% Increased
1639
V Wealth Advisors
V Wealth Advisors
Kansas
$56.1M -$1.62M 11 8.98% Reduced
1640
GPC
Guardian Point Capital
Virginia
$55.9M $0 1 20.38% Maintained
1641
Checchi Capital Advisers
Checchi Capital Advisers
California
$55.8M +$2.89M 12 4.74% Increased
1642
Slow Capital
Slow Capital
California
$55.8M +$2.06M 10 10.42% Increased
1643
FourThought Financial
FourThought Financial
Florida
$55.6M +$5.04M 19 7.04% Increased
1644
Capital Investment Counsel Inc
Capital Investment Counsel Inc
North Carolina
$55.5M -$3.19M 10 11.55% Reduced
1645
Modera Wealth Management
Modera Wealth Management
New Jersey
$55.5M -$28.6M 6 2.46% Reduced
1646
Johnson Financial Group Inc (Wisconsin)
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$55.4M -$1.05M 11 3.92% Reduced
1647
BBR Partners
BBR Partners
New York
$55.4M +$9.6M 10 5.22% Increased
1648
Crosslink Capital
Crosslink Capital
California
$55.3M +$8.07M 2 10.42% Increased
1649
Lowell Blake & Associates
Lowell Blake & Associates
Massachusetts
$55.3M +$4.88M 5 20.85% Increased
1650
Capital Analysts LLC
Capital Analysts LLC
Pennsylvania
$55.2M +$1.73M 16 3.5% Increased