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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
1651
Vestor Capital
Vestor Capital
Illinois
$100M -$93.9M 10 6.25% Reduced
1652
Arete Wealth Advisors
Arete Wealth Advisors
Illinois
$100M +$20.2M 6 6.58% Increased
1653
Zevin Asset Management
Zevin Asset Management
Massachusetts
$98.9M -$10M 5 13.88% Reduced
1654
BLAM
Bourne Lent Asset Management
New York
$98.9M -$5.63M 5 34.16% Reduced
1655
AO
Allen Operations
New York
$98.8M $0 4 13.69% Maintained
1656
Capital Investment Counsel Inc
Capital Investment Counsel Inc
North Carolina
$98.7M -$2.52M 9 10.62% Reduced
1657
Onex Canada Asset Management
Onex Canada Asset Management
Ontario, Canada
$98.7M -$2.2M 4 15.2% Reduced
1658
Kiley Juergens Wealth Management
Kiley Juergens Wealth Management
Washington
$98.7M -$536K 8 15.46% Reduced
1659
Stansberry Asset Management
Stansberry Asset Management
Texas
$98.6M +$2.5M 6 9.03% Increased
1660
Meiji Yasuda America
Meiji Yasuda America
New York
$98.3M +$21.5M 3 16.46% Increased
1661
Versant Capital Management
Versant Capital Management
Arizona
$98.2M -$1.13M 25 8.8% Reduced
1662
Signal Advisors Wealth
Signal Advisors Wealth
Michigan
$98.1M +$25.6M 8 4.96% Increased
1663
ACM
Avalon Capital Management
California
$98.1M +$8.48M 5 23.18% Increased
1664
Sky Investment Group
Sky Investment Group
Connecticut
$98.1M +$1.44M 8 15.4% Increased
1665
HighPoint Advisor Group
HighPoint Advisor Group
Illinois
$98.1M +$2.56M 13 3.46% Increased
1666
Himension Capital (Singapore)
Himension Capital (Singapore)
Singapore
$97.9M -$11.5M 3 6% Reduced
1667
Cullen Investment Group
Cullen Investment Group
Louisiana
$97.7M -$722K 6 11.83% Reduced
1668
CPCM
Cardinal Point Capital Management
Ontario, Canada
$97.7M +$2.48M 7 5.53% Increased
1669
Mechanics Bank - Trust Department
Mechanics Bank - Trust Department
California
$97.7M +$220K 6 12.08% Increased
1670
Griffin Asset Management
Griffin Asset Management
New York
$97.6M +$3.84M 8 10.28% Increased
1671
ISWM
Intesa Sanpaolo Wealth Management
$97.6M -$1.87M 10 19.52% Reduced
1672
GFI Investment Counsel
GFI Investment Counsel
Ontario, Canada
$97.4M +$926K 4 13.22% Increased
1673
UC
Unio Capital
New Jersey
$96.9M -$2.28M 4 18.41% Reduced
1674
GuardCap Asset Management
GuardCap Asset Management
United Kingdom
$96.7M -$20.9M 1 6.87% Reduced
1675
Portman Square Capital
Portman Square Capital
United Kingdom
$96.6M +$95.9M 4 4.58% Increased