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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
1676
Laurel Wealth Advisors (California)
Laurel Wealth Advisors (California)
California
$35.2M -$1.13M 7 6.44% Reduced
1677
RNC Capital Management
RNC Capital Management
California
$35.1M -$4.78M 7 2.53% Reduced
1678
Whitener Capital Management
Whitener Capital Management
North Carolina
$35.1M +$113K 7 18.28% Increased
1679
Harber Asset Management
Harber Asset Management
North Carolina
$35.1M -$12.9M 2 9.08% Reduced
1680
LA
Lynch & Associates
Indiana
$35.1M -$372K 3 11.34% Reduced
1681
Value Partners Investments
Value Partners Investments
Manitoba, Canada
$35M -$15.6M 2 3.61% Reduced
1682
Great Valley Advisor Group
Great Valley Advisor Group
Delaware
$35M +$9.17M 10 5.72% Increased
1683
Tudor Investment Corp
Tudor Investment Corp
Connecticut
$34.9M -$9.36M 15 1.73% Reduced
1684
MGO One Seven
MGO One Seven
Ohio
$34.9M +$2.81M 11 9.07% Increased
1685
Edgar Lomax Company
Edgar Lomax Company
Virginia
$34.9M +$708K 1 2.79% Increased
1686
Intact Investment Management
Intact Investment Management
Quebec, Canada
$34.9M -$403K 7 1.31% Reduced
1687
LCH
Lee Capital Holdings
New York
$34.9M -$11.7M 6 32.01% Reduced
1688
Bingham Osborn & Scarborough
Bingham Osborn & Scarborough
California
$34.8M -$447K 6 2.81% Reduced
1689
CMH Wealth Management
CMH Wealth Management
New Hampshire
$34.8M +$1.01M 3 16.63% Increased
1690
Carlson Capital
Carlson Capital
Texas
$34.8M -$14.5M 3 0.96% Reduced
1691
JLB & Associates
JLB & Associates
Michigan
$34.7M -$1.09M 2 6.93% Reduced
1692
Institutional Venture Management XIV
Institutional Venture Management XIV
California
$34.7M $0 1 21.21% Maintained
1693
Hendershot Investments
Hendershot Investments
Virginia
$34.6M -$46.3K 6 10.86% Reduced
1694
Stonebridge Capital Management
Stonebridge Capital Management
California
$34.5M -$1.59M 6 17.77% Reduced
1695
PCR
Potrero Capital Research
California
$34.5M +$632K 4 16.13% Increased
1696
Ceredex Value Advisors
Ceredex Value Advisors
Florida
$34.5M -$47.5M 1 0.51% Reduced
1697
Alpine Woods Capital Investors
Alpine Woods Capital Investors
New York
$34.5M -$4.04M 9 6.64% Reduced
1698
WCM
Woodson Capital Management
Connecticut
$34.5M -$78M 1 2.66% Reduced
1699
JCIC Asset Management
JCIC Asset Management
Ontario, Canada
$34.4M +$992K 7 17.71% Increased
1700
Integrated Advisors Network
Integrated Advisors Network
Texas
$34.4M +$6.01M 9 4.03% Increased