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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
Proficio Capital Partners
Proficio Capital Partners
Massachusetts
$67M +$34.8K 6 7.03% Increased
1727
Bellecapital
Bellecapital
Switzerland
$66.9M -$663K 7 14.19% Reduced
1728
Brian C. Broderick
Brian C. Broderick
$66.9M +$1.26M 5 13.66% Increased
1729
Vantage Wealth
Vantage Wealth
California
$66.8M -$6.6M 4 15.42% Reduced
1730
Selkirk Management
Selkirk Management
New Jersey
$66.8M -$4.6M 3 31.34% Reduced
1731
Torray Investment Partners
Torray Investment Partners
Maryland
$66.7M -$1.12M 4 9.97% Reduced
1732
One Capital Management
One Capital Management
California
$66.6M +$12.3M 5 2.27% Increased
1733
Arrow Financial
Arrow Financial
New York
$66.6M -$1.48M 8 6.5% Reduced
1734
Oxbow Advisors
Oxbow Advisors
Texas
$66.5M -$451K 6 7.8% Reduced
1735
Untitled Investments
Untitled Investments
New York
$66.4M -$22M 3 14.82% Reduced
1736
TimesSquare Capital Management
TimesSquare Capital Management
New York
$66.3M -$9.7M 1 1.04% Reduced
1737
Mirador Capital Partners
Mirador Capital Partners
California
$66.2M +$1.03M 8 12.45% Increased
1738
CAM
Centre Asset Management
New York
$66.1M -$9.32M 3 15.18% Reduced
1739
GM Advisory Group
GM Advisory Group
New York
$66M +$40.1K 9 4.26% Increased
1740
RDST Capital
RDST Capital
Washington
$65.8M -$6.55M 3 17.31% Reduced
1741
University of Texas/Texas AM Investment Management Co (UTIMCO)
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$65.8M +$25.4M 8 12.82% Increased
1742
LA
Lynch & Associates
Indiana
$65.7M +$2.03M 4 14.8% Increased
1743
South Street Advisors
South Street Advisors
New York
$65.7M -$1.34M 4 9.95% Reduced
1744
K.J. Harrison & Partners
K.J. Harrison & Partners
Ontario, Canada
$65.5M -$16.5M 4 10.79% Reduced
1745
Dark Forest Capital Management
Dark Forest Capital Management
Puerto Rico
$65.4M -$11.1M 7 11.98% Reduced
1746
GeoWealth Management
GeoWealth Management
Illinois
$65.3M +$8.88M 9 2.84% Increased
1747
Stockman Wealth Management
Stockman Wealth Management
Montana
$65.3M -$513K 6 11.45% Reduced
1748
CM
Conifer Management
New York
$65.3M $0 1 8.01% Maintained
1749
Trivium Point Advisory
Trivium Point Advisory
Connecticut
$65.2M +$15.2M 8 9.72% Increased
1750
Covenant Asset Management
Covenant Asset Management
New Jersey
$65.1M -$1.5M 5 10.35% Reduced