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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
Bedell Frazier Investment Counselling
Bedell Frazier Investment Counselling
California
$27.1M -$8.08M 4 10.56% Reduced
1652
KMG Fiduciary Partners
KMG Fiduciary Partners
Ohio
$27M +$721K 7 9.17% Increased
1653
Timber Creek Capital Management
Timber Creek Capital Management
Massachusetts
$27M +$449K 6 17.27% Increased
1654
W.H. Reaves & Co
W.H. Reaves & Co
New Jersey
$27M +$1.38M 2 0.83% Increased
1655
Dividend Assets Capital
Dividend Assets Capital
South Carolina
$26.9M +$292K 6 4.34% Increased
1656
Wexford Capital
Wexford Capital
Florida
$26.9M +$18.1M 5 3.74% Increased
1657
Boys Arnold & Co
Boys Arnold & Co
North Carolina
$26.9M +$1.45M 6 4.02% Increased
1658
Clearline Capital
Clearline Capital
New York
$26.9M +$38.8M 1 12.23% New
1659
Schnieders Capital Management
Schnieders Capital Management
California
$26.8M +$1.16M 7 10.81% Increased
1660
TFS
Thoroughbred Financial Services
Tennessee
$26.8M +$788K 6 10.17% Increased
1661
Allworth Financial
Allworth Financial
California
$26.8M -$243K 14 1.02% Reduced
1662
Bowie Capital Management
Bowie Capital Management
Texas
$26.7M +$3.08M 2 4.9% Increased
1663
Strategic Global Advisors
Strategic Global Advisors
California
$26.7M -$5.32M 6 6.03% Reduced
1664
Family Management
Family Management
New York
$26.7M -$932K 6 9.94% Reduced
1665
Supplemental Annuity Collective Trust (SACT) of New Jersey
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$26.7M -$2.62M 6 12.14% Reduced
1666
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$26.6M +$341K 7 3.23% Increased
1667
Shikiar Asset Management
Shikiar Asset Management
New York
$26.5M -$1.99M 3 10.49% Reduced
1668
Convergence Investment Partners
Convergence Investment Partners
Florida
$26.4M -$6.13M 8 7.36% Reduced
1669
Van Hulzen Asset Management
Van Hulzen Asset Management
California
$26.4M +$5.18M 6 5.58% Increased
1670
Leavell Investment Management
Leavell Investment Management
Alabama
$26.4M +$909K 7 2.71% Increased
1671
Qtron Investments
Qtron Investments
Massachusetts
$26.4M +$1.58M 7 16% Increased
1672
VST
Van Strum & Towne
California
$26.4M +$1.2M 5 17.42% Increased
1673
Broadleaf Partners
Broadleaf Partners
Ohio
$26.3M -$103K 3 16.45% Reduced
1674
Blue Fin Capital
Blue Fin Capital
Rhode Island
$26.3M -$449K 6 13.75% Reduced
1675
IP
Isomer Partners
New York
$26.2M +$23.6M 1 8.48% New