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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
Artemis Wealth Advisors
Artemis Wealth Advisors
New York
$41.5M -$1.93M 4 6.5% Reduced
1752
Edgestream Partners
Edgestream Partners
New Jersey
$41.5M -$8.36M 8 2.32% Reduced
1753
Clarkston Capital Partners
Clarkston Capital Partners
Michigan
$41.4M +$11.6M 7 0.75% Increased
1754
Moloney Securities Asset Management
Moloney Securities Asset Management
Missouri
$41.4M +$3.13K 10 8.15% Increased
1755
GPC
Guardian Point Capital
Virginia
$41.4M -$21.2M 1 10.38% Reduced
1756
Weiss Asset Management
Weiss Asset Management
Massachusetts
$41.3M $0 4 1.11% Maintained
1757
Chicago Partners Investment Group
Chicago Partners Investment Group
Illinois
$41.3M +$4.58M 9 3.41% Increased
1758
Ipswich Investment Management
Ipswich Investment Management
Massachusetts
$41.2M +$131K 7 11.6% Increased
1759
Parkwood LLC
Parkwood LLC
Ohio
$41.2M -$8.75M 8 7.28% Reduced
1760
River Wealth Advisors
River Wealth Advisors
Pennsylvania
$41.1M +$663K 6 7.71% Increased
1761
Foster & Motley
Foster & Motley
Ohio
$41M -$1.39M 5 3.42% Reduced
1762
Nellore Capital Management
Nellore Capital Management
California
$41M +$11M 3 19.98% Increased
1763
Freshford Capital Management
Freshford Capital Management
New York
$40.9M +$14.5M 1 5.69% Increased
1764
Mandatum Life Insurance Company
Mandatum Life Insurance Company
Finland
$40.9M +$1.36M 6 8.09% Increased
1765
MIM
Marco Investment Management
Georgia
$40.8M +$728K 7 5.33% Increased
1766
Connors Investor Services
Connors Investor Services
Pennsylvania
$40.8M +$584K 3 4.62% Increased
1767
Intellectus Partners
Intellectus Partners
California
$40.7M +$1.86M 8 11.19% Increased
1768
Boenning & Scattergood
Boenning & Scattergood
Pennsylvania
$40.7M +$403K 7 7.75% Increased
1769
Sky Investment Group
Sky Investment Group
Connecticut
$40.7M +$466K 6 9.74% Increased
1770
GHP Investment Advisors
GHP Investment Advisors
Colorado
$40.6M +$497 7 3.53% Increased
1771
Comerica Securities
Comerica Securities
Michigan
$40.6M +$155K 12 3.09% Increased
1772
Cypress Asset Management
Cypress Asset Management
Texas
$40.6M -$359K 5 11.24% Reduced
1773
Citizens Business Bank
Citizens Business Bank
California
$40.5M -$328K 7 5.68% Reduced
1774
Avestar Capital
Avestar Capital
New York
$40.4M +$3.48M 12 9.02% Increased
1775
FourThought Financial
FourThought Financial
Florida
$40.4M -$510K 19 5.84% Reduced