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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
Park Presidio Capital
Park Presidio Capital
California
$38.4M +$3.11M 1 8.91% Increased
1652
Shelton Capital Management
Shelton Capital Management
Colorado
$38.2M -$259M 7 4% Reduced
1653
First Financial Bank - Trust Division
First Financial Bank - Trust Division
Ohio
$38.2M +$4.6M 6 4.13% Increased
1654
Sky Investment Group
Sky Investment Group
Connecticut
$38.1M +$128K 6 9% Increased
1655
Cyrus J. Lawrence
Cyrus J. Lawrence
New York
$38.1M -$3.01M 7 11.38% Reduced
1656
Bridgeway Capital Management
Bridgeway Capital Management
Texas
$38.1M -$18.4M 8 0.99% Reduced
1657
ARS Wealth Advisors Group
ARS Wealth Advisors Group
Florida
$38M +$2.58M 6 6.27% Increased
1658
SCM
Snowhook Capital Management
New York
$38M -$9.24M 2 20.3% Reduced
1659
Modera Wealth Management
Modera Wealth Management
New Jersey
$37.9M -$1.17M 6 1.54% Reduced
1660
SWS
SYSTM Wealth Solutions
Illinois
$37.9M +$39M 8 4.71% New
1661
Wintrust Investments
Wintrust Investments
Illinois
$37.9M -$8.28M 8 4.95% Reduced
1662
Bank Hapoalim BM
Bank Hapoalim BM
Israel
$37.9M -$9.44M 9 4.72% Reduced
1663
Ivy Lane Capital Management
Ivy Lane Capital Management
Florida
$37.8M -$3.57M 2 34.11% Reduced
1664
V Wealth Advisors
V Wealth Advisors
Kansas
$37.8M -$309K 11 7.82% Reduced
1665
Nelson Capital Management
Nelson Capital Management
California
$37.8M +$3.03M 6 11.09% Increased
1666
Checchi Capital Advisers
Checchi Capital Advisers
California
$37.8M -$1.66M 10 3.92% Reduced
1667
Foundry Partners
Foundry Partners
Minnesota
$37.7M -$6.31M 5 2.08% Reduced
1668
Exchange Capital Management
Exchange Capital Management
Michigan
$37.7M +$413K 4 8.26% Increased
1669
Ardmore Road Asset Management
Ardmore Road Asset Management
New York
$37.7M +$23M 3 19.53% Increased
1670
Jackson Wealth Management
Jackson Wealth Management
Florida
$37.5M -$7.61M 4 13.78% Reduced
1671
Telos Capital Management
Telos Capital Management
California
$37.5M +$4.18M 6 5.46% Increased
1672
M Holdings Securities
M Holdings Securities
Oregon
$37.3M +$24.1K 8 3.93% Increased
1673
Balentine LLC
Balentine LLC
Georgia
$37.2M +$990K 11 1.3% Increased
1674
Punch & Associates Investment Management
Punch & Associates Investment Management
Minnesota
$37.2M +$3.46M 4 2.41% Increased
1675
Timber Creek Capital Management
Timber Creek Capital Management
Massachusetts
$37.2M -$109K 7 14.07% Reduced