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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
1751
Auxier Asset Management
Auxier Asset Management
Oregon
$32.6M -$593K 6 7.19% Reduced
1752
Realta Investment Advisors
Realta Investment Advisors
Delaware
$32.5M +$1.85M 9 10.7% Increased
1753
HCR Wealth Advisors
HCR Wealth Advisors
California
$32.5M -$164K 7 7.62% Reduced
1754
Renaissance Investment Group
Renaissance Investment Group
Massachusetts
$32.5M +$1.19M 5 11.97% Increased
1755
Jeneq Management
Jeneq Management
New York
$32.5M -$31.1M 2 15.89% Reduced
1756
Cypress Capital Group
Cypress Capital Group
Florida
$32.4M +$1.56M 8 5.95% Increased
1757
Boenning & Scattergood
Boenning & Scattergood
Pennsylvania
$32.4M +$2.15M 7 8.66% Increased
1758
Capital Investment Counsel Inc
Capital Investment Counsel Inc
North Carolina
$32.4M -$5.29M 10 12.51% Reduced
1759
YRHAM
Yong Rong (HK) Asset Management
Hong Kong
$32.4M -$1.4M 2 28.4% Reduced
1760
Winch Advisory Services
Winch Advisory Services
Wisconsin
$32.3M -$732K 11 15.38% Reduced
1761
Timber Creek Capital Management
Timber Creek Capital Management
Massachusetts
$32.3M -$3.15M 6 20.25% Reduced
1762
Vanguard Personalized Indexing Management
Vanguard Personalized Indexing Management
California
$32.2M +$7.79M 9 14.63% Increased
1763
First Washington Corp
First Washington Corp
Washington
$32.2M -$10.1M 6 18.88% Reduced
1764
SevenBridge Financial Group
SevenBridge Financial Group
Pennsylvania
$32.2M +$94.4K 7 16.01% Increased
1765
Hedeker Wealth
Hedeker Wealth
Illinois
$32.1M +$1.37M 5 16.58% Increased
1766
Iconiq Capital
Iconiq Capital
California
$32.1M -$67.6M 4 2.27% Reduced
1767
Pembroke Management
Pembroke Management
Quebec, Canada
$32M -$5.92M 2 3.77% Reduced
1768
Thames Capital Management
Thames Capital Management
New Jersey
$32M +$2.34M 2 12.57% Increased
1769
Glenview State Bank Trust Department
Glenview State Bank Trust Department
Illinois
$32M -$423K 6 13.25% Reduced
1770
Verition Fund Management
Verition Fund Management
Connecticut
$32M +$13.3M 13 1.05% Increased
1771
Mandatum Life Insurance Company
Mandatum Life Insurance Company
Finland
$32M -$2.21M 6 7.68% Reduced
1772
Unio Capital
Unio Capital
New Jersey
$32M +$2.04M 3 19.33% Increased
1773
Mount Yale Investment Advisors
Mount Yale Investment Advisors
Colorado
$32M +$1.2M 8 5.73% Increased
1774
Kelly Lawrence W & Associates
Kelly Lawrence W & Associates
California
$32M -$46.4K 6 6.62% Reduced
1775
Tidal Investments
Tidal Investments
Wisconsin
$31.9M -$1.57M 8 4.33% Reduced