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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
EdenTree Asset Management
EdenTree Asset Management
United Kingdom
$76M +$9.7M 3 21.07% Increased
1727
K.J. Harrison & Partners
K.J. Harrison & Partners
Ontario, Canada
$75.9M +$13.2M 6 12.58% Increased
1728
Manchester Capital Management
Manchester Capital Management
Vermont
$75.8M -$869K 18 9.96% Reduced
1729
Financiere des Professionnels
Financiere des Professionnels
Quebec, Canada
$75.8M +$13.6M 10 4.58% Increased
1730
Maytus Capital Management
Maytus Capital Management
New York
$75.8M +$36.1M 8 13.96% Increased
1731
Canvas Wealth Advisors
Canvas Wealth Advisors
Kansas
$75.7M +$1.86M 6 14.93% Increased
1732
Analyst IMS Investment Management Services
Analyst IMS Investment Management Services
Israel
$75.5M -$3.29M 7 2.58% Reduced
1733
MLCM
M & L Capital Management
United Kingdom
$75.4M -$16.6M 2 16.98% Reduced
1734
City Holding Co
City Holding Co
West Virginia
$75.4M +$1.2M 12 9.87% Increased
1735
Hamilton Wealth
Hamilton Wealth
California
$75.4M -$710K 4 16.85% Reduced
1736
Peak Asset Management
Peak Asset Management
Colorado
$75.2M -$183K 8 13.78% Reduced
1737
Cache Advisors
Cache Advisors
California
$75.1M +$4.66M 11 20.31% Increased
1738
Thompson Investment Management
Thompson Investment Management
Wisconsin
$75M +$274K 8 10.59% Increased
1739
Keystone Investors
Keystone Investors
Singapore
$75M -$10M 6 15.48% Reduced
1740
Dillon & Associates
Dillon & Associates
Michigan
$74.8M +$1.43M 4 10.15% Increased
1741
Angeles Wealth Management
Angeles Wealth Management
California
$74.8M +$5.33M 7 5.13% Increased
1742
Cozad Asset Management
Cozad Asset Management
Illinois
$74.7M +$10.6M 7 6.53% Increased
1743
Hutchinson Capital Management
Hutchinson Capital Management
California
$74.6M -$1.01M 5 13.62% Reduced
1744
LaFleur & Godfrey
LaFleur & Godfrey
Michigan
$74.6M +$534K 6 9.32% Increased
1745
West Branch Capital
West Branch Capital
Massachusetts
$74.6M +$542K 12 22.06% Increased
1746
James Investment Research
James Investment Research
Ohio
$74.5M -$1.91M 5 8.86% Reduced
1747
DSG Capital Advisors
DSG Capital Advisors
Minnesota
$74.2M +$1.21M 6 13.19% Increased
1748
Naples Global Advisors
Naples Global Advisors
Florida
$74.2M +$972K 7 6.38% Increased
1749
Hohimer Wealth Management
Hohimer Wealth Management
Washington
$74.1M -$857K 8 13.15% Reduced
1750
JLB & Associates
JLB & Associates
Michigan
$74.1M -$3.22M 3 10.33% Reduced