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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
1726
RKL Wealth Management
RKL Wealth Management
Pennsylvania
$33.7M +$77K 5 5.78% Increased
1727
Moloney Securities Asset Management
Moloney Securities Asset Management
Missouri
$33.7M +$3.07M 9 9.8% Increased
1728
Ashford Capital Management
Ashford Capital Management
Delaware
$33.7M -$2.52M 4 4.36% Reduced
1729
SCS Capital Management
SCS Capital Management
Massachusetts
$33.7M $0 3 0.74% Maintained
1730
ARMC
American Research & Management Company
Massachusetts
$33.6M +$309K 7 10.21% Increased
1731
Woodline Partners
Woodline Partners
California
$33.6M -$37.4M 3 1.33% Reduced
1732
NumerixS Investment Technologies
NumerixS Investment Technologies
British Columbia, Canada
$33.5M +$1.56M 14 9.37% Increased
1733
EFG Asset Management (Americas)
EFG Asset Management (Americas)
Florida
$33.5M -$5.55M 6 8.69% Reduced
1734
Edge Capital Group
Edge Capital Group
Georgia
$33.4M -$355K 7 3.5% Reduced
1735
SAM
Sandell Asset Management
New York
$33.3M +$2.43M 3 13.31% Increased
1736
Atlantic Investment Management
Atlantic Investment Management
New York
$33.2M -$9.7M 1 16.29% Reduced
1737
Auxano Advisors
Auxano Advisors
Washington
$33.2M -$9.7M 5 27.53% Reduced
1738
6CM
683 Capital Management
New York
$33.1M $0 1 2.65% Maintained
1739
First Fiduciary Investment Counsel
First Fiduciary Investment Counsel
Ohio
$33.1M -$365K 2 5.81% Reduced
1740
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors
Missouri
$33M +$1.14M 7 2.13% Increased
1741
Ashmore Group
Ashmore Group
United Kingdom
$33M -$11.5M 1 8.74% Reduced
1742
Bellecapital
Bellecapital
Switzerland
$32.9M +$278K 6 15.42% Increased
1743
Exchange Capital Management
Exchange Capital Management
Michigan
$32.9M -$2.72M 5 9.11% Reduced
1744
Dividend Assets Capital
Dividend Assets Capital
South Carolina
$32.8M -$2.29M 6 6.88% Reduced
1745
Leuthold Group
Leuthold Group
Minnesota
$32.8M +$2.51M 4 4.88% Increased
1746
Bedell Frazier Investment Counselling
Bedell Frazier Investment Counselling
California
$32.8M -$5.73M 5 13.21% Reduced
1747
MIM
Marco Investment Management
Georgia
$32.7M +$41.4K 7 5.99% Increased
1748
Dynamic Advisor Solutions
Dynamic Advisor Solutions
Arizona
$32.7M +$3.02M 10 4.42% Increased
1749
Xcel Wealth Management
Xcel Wealth Management
Florida
$32.7M -$2.18M 8 20.27% Reduced
1750
Hilltop Holdings
Hilltop Holdings
Texas
$32.6M +$10.8M 7 6.02% Increased