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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
P.J. Schmidt Investment Management (PJS)
P.J. Schmidt Investment Management (PJS)
Wisconsin
$73.9M -$1.46M 6 12.83% Reduced
1727
Nexus Investment Management
Nexus Investment Management
Ontario, Canada
$73.9M -$607K 3 7.4% Reduced
1728
BIT Capital
BIT Capital
Germany
$73.9M +$45.6M 2 5.87% Increased
1729
Anson Funds Management
Anson Funds Management
Texas
$73.9M +$3.83M 5 7.45% Increased
1730
Altrafin AG
Altrafin AG
$73.9M +$893K 5 25.61% Increased
1731
Prosperity Consulting Group
Prosperity Consulting Group
Maryland
$73.8M +$2.17M 6 5.55% Increased
1732
Edge Wealth Management
Edge Wealth Management
New York
$73.7M -$1.97M 5 14.92% Reduced
1733
Cheviot Value Management
Cheviot Value Management
California
$73.6M +$204K 5 14.07% Increased
1734
Leith Wheeler Investment Counsel
Leith Wheeler Investment Counsel
British Columbia, Canada
$73.5M +$13.9M 4 5.32% Increased
1735
Hutchinson Capital Management
Hutchinson Capital Management
California
$73.4M -$155K 5 13.85% Reduced
1736
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$73.4M +$4.74M 13 0.28% Increased
1737
Sunbelt Securities
Sunbelt Securities
Texas
$73.3M +$13M 17 6.45% Increased
1738
Red Door Wealth Management
Red Door Wealth Management
Tennessee
$73.2M +$4.43M 8 11.21% Increased
1739
Legacy Advisors
Legacy Advisors
Pennsylvania
$73.2M +$5.95M 8 7.11% Increased
1740
Cullen Investment Group
Cullen Investment Group
Louisiana
$73.2M +$1.15M 6 10.8% Increased
1741
Ivy Lane Capital Management
Ivy Lane Capital Management
Florida
$73.2M $0 2 39.51% Maintained
1742
GM Advisory Group
GM Advisory Group
New York
$73M +$1.76M 9 4.04% Increased
1743
Te Ahumairangi Investment Management
Te Ahumairangi Investment Management
New Zealand
$73M -$15.6M 6 15.25% Reduced
1744
Warther Private Wealth
Warther Private Wealth
Ohio
$73M +$1.04M 6 24.55% Increased
1745
Taikang Asset Management (HK)
Taikang Asset Management (HK)
Hong Kong
$72.9M -$35.9M 5 10.72% Reduced
1746
Nicola Wealth Management
Nicola Wealth Management
British Columbia, Canada
$72.8M +$5.52M 3 6.9% Increased
1747
Arete Wealth Advisors
Arete Wealth Advisors
Illinois
$72.8M +$15.8M 10 5.25% Increased
1748
Iconiq Capital
Iconiq Capital
California
$72.7M +$14.9M 10 1.13% Increased
1749
YLHM
Yelin Lapidot Holdings Management
Israel
$72.7M -$13.3M 5 12.65% Reduced
1750
ARS Wealth Advisors Group
ARS Wealth Advisors Group
Florida
$72.5M -$27.9M 5 9.96% Reduced