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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
1701
Quantum Private Wealth
Quantum Private Wealth
Florida
$55.6M +$55.8M 8 21.07% New
1702
Constitution Capital
Constitution Capital
Connecticut
$55.6M +$7.07M 4 29.62% Increased
1703
Mirador Capital Partners
Mirador Capital Partners
California
$55.4M +$3.05M 9 11.67% Increased
1704
Kercheville Advisors
Kercheville Advisors
Texas
$55.4M -$14.7K 5 24.16% Reduced
1705
Quadrant Capital Group
Quadrant Capital Group
Ohio
$55.3M +$149K 27 6.6% Increased
1706
Connors Investor Services
Connors Investor Services
Pennsylvania
$55.3M +$1.05M 3 5.42% Increased
1707
Arcadia Investment Management
Arcadia Investment Management
Michigan
$55.2M -$311K 9 9.23% Reduced
1708
Jump Financial
Jump Financial
Illinois
$55.2M +$48.6M 16 3.46% Increased
1709
IAIM
International Assets Investment Management
Florida
$55.1M -$898K 12 9.61% Reduced
1710
Quantbot Technologies
Quantbot Technologies
New York
$55.1M +$34.2M 15 4.46% Increased
1711
Capco Asset Management
Capco Asset Management
Florida
$55M -$45.5K 2 15.18% Reduced
1712
Regents of the University of California
Regents of the University of California
California
$54.9M $0 1 7.7% Maintained
1713
MIM
Marco Investment Management
Georgia
$54.9M -$2.58M 7 5.4% Reduced
1714
Avalon Global Asset Management
Avalon Global Asset Management
California
$54.9M +$13.9M 5 19.19% Increased
1715
Lombard Odier Asset Management (Europe)
Lombard Odier Asset Management (Europe)
United Kingdom
$54.9M +$31.5M 8 2.42% Increased
1716
RNC Capital Management
RNC Capital Management
California
$54.9M +$2.37M 6 2.72% Increased
1717
PI
Pennant Investors
New Jersey
$54.9M -$13.3M 3 18.66% Reduced
1718
Ritholtz Wealth Management
Ritholtz Wealth Management
New York
$54.9M +$6.82M 8 3.41% Increased
1719
Citizens Business Bank
Citizens Business Bank
California
$54.8M +$2.09M 7 6.72% Increased
1720
Sentry Investment Management
Sentry Investment Management
Wisconsin
$54.7M -$1.27M 10 14.39% Reduced
1721
XS
XR Securities
Illinois
$54.7M +$27M 6 5.29% Increased
1722
Sargent Bickham Lagudis
Sargent Bickham Lagudis
Colorado
$54.7M -$12.7K 18 4.13% Reduced
1723
FourThought Financial
FourThought Financial
Florida
$54.7M -$2.89M 19 6.87% Reduced
1724
CRA Financial Services
CRA Financial Services
New Jersey
$54.7M +$101K 7 16.25% Increased
1725
Timber Creek Capital Management
Timber Creek Capital Management
Massachusetts
$54.7M -$1.28M 7 16.28% Reduced