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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
Monetta Financial Services
Monetta Financial Services
Illinois
$25.8M +$232K 4 17.69% Increased
1652
Bernzott Capital Advisors
Bernzott Capital Advisors
California
$25.8M -$697K 2 3.11% Reduced
1653
Kore Private Wealth
Kore Private Wealth
New York
$25.8M +$4.29M 9 5.82% Increased
1654
KMG Fiduciary Partners
KMG Fiduciary Partners
Ohio
$25.8M +$992K 6 9.31% Increased
1655
American Investment Services
American Investment Services
Massachusetts
$25.7M +$393K 4 8.16% Increased
1656
JCIC Asset Management
JCIC Asset Management
Ontario, Canada
$25.7M -$243K 6 10.63% Reduced
1657
Dividend Assets Capital
Dividend Assets Capital
South Carolina
$25.7M +$876K 6 4.06% Increased
1658
Totem Point Management
Totem Point Management
New York
$25.6M -$5.97M 2 12.33% Reduced
1659
Leuthold Group
Leuthold Group
Minnesota
$25.6M -$13.8M 4 3.3% Reduced
1660
RKL Wealth Management
RKL Wealth Management
Pennsylvania
$25.6M -$363K 5 4.71% Reduced
1661
ACM
Ariose Capital Management
Hong Kong
$25.5M +$26M 1 21.28% New
1662
Steginsky Capital
Steginsky Capital
New York
$25.5M +$3.99M 2 16.66% Increased
1663
180 Wealth Advisors
180 Wealth Advisors
Washington
$25.4M -$2.78M 8 11.45% Reduced
1664
Cypress Asset Management
Cypress Asset Management
Texas
$25.4M +$550K 6 8.7% Increased
1665
SAM
Scopus Asset Management
New York
$25.4M +$25.9M 1 0.73% New
1666
Provident Investment Management
Provident Investment Management
Michigan
$25.4M +$27.1M 2 3.76% New
1667
Gerber Kawasaki Wealth & Investment Management
Gerber Kawasaki Wealth & Investment Management
California
$25.4M -$201K 5 7.38% Reduced
1668
DDD Partners
DDD Partners
Washington
$25.3M -$9.32M 4 8.07% Reduced
1669
Quattro Financial Advisors
Quattro Financial Advisors
Texas
$25.2M +$10.8M 4 7.79% Increased
1670
Zevin Asset Management
Zevin Asset Management
Massachusetts
$25.2M -$369K 6 8.11% Reduced
1671
Packer & Co
Packer & Co
Australia
$25.2M $0 1 2.48% Maintained
1672
Group One Trading
Group One Trading
Illinois
$25.2M +$14.7M 13 0.23% Increased
1673
Slow Capital
Slow Capital
California
$25.2M -$1.71M 10 10.39% Reduced
1674
Prospera Financial Services
Prospera Financial Services
Texas
$25.1M +$6.45M 8 2.82% Increased
1675
Gladstone Capital Management
Gladstone Capital Management
United Kingdom
$25.1M -$7.21M 1 7.02% Reduced