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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
Keel Point
Keel Point
Alabama
$63M +$1.19M 7 5.24% Increased
1752
Royce & Associates
Royce & Associates
New York
$62.7M -$21.8M 2 0.57% Reduced
1753
Nemes Rush Group
Nemes Rush Group
Michigan
$62.6M -$1.3M 12 9.09% Reduced
1754
Regal Partners
Regal Partners
Australia
$62.6M -$7.67M 3 5.53% Reduced
1755
Absher Wealth Management
Absher Wealth Management
North Carolina
$62.6M +$1.41M 5 8.07% Increased
1756
Legacy Advisors
Legacy Advisors
Pennsylvania
$62.5M +$5.13M 7 6.77% Increased
1757
Quantitative Investment Management
Quantitative Investment Management
Virginia
$62.5M -$35.8M 10 6.15% Reduced
1758
Nicola Wealth Management
Nicola Wealth Management
British Columbia, Canada
$62.4M +$4.7M 3 4.96% Increased
1759
Brasada Capital Management
Brasada Capital Management
Texas
$62.4M -$579K 4 10.89% Reduced
1760
Oakworth Capital
Oakworth Capital
Alabama
$62.2M -$1.11M 12 4.31% Reduced
1761
Money Concepts Capital
Money Concepts Capital
Florida
$62.2M +$1.08M 9 4.72% Increased
1762
Covenant Asset Management
Covenant Asset Management
New Jersey
$62.2M -$399K 5 9.78% Reduced
1763
First Trust Capital Management
First Trust Capital Management
Illinois
$62.2M +$11.6M 2 4.15% Increased
1764
Harbour Trust & Investment Management
Harbour Trust & Investment Management
Indiana
$62.2M +$5.89M 6 7.09% Increased
1765
Discovery Capital Management
Discovery Capital Management
Connecticut
$62.1M +$25.1M 2 7.58% Increased
1766
Arjuna Capital
Arjuna Capital
North Carolina
$62M -$304K 7 16.06% Reduced
1767
Buckley Wealth Management
Buckley Wealth Management
Nevada
$62M +$39.7K 5 19.09% Increased
1768
GC Wealth Management RIA
GC Wealth Management RIA
Massachusetts
$61.8M -$5.41M 5 10.8% Reduced
1769
Absolute Gestao de Investimentos
Absolute Gestao de Investimentos
Brazil
$61.8M +$47.3M 4 20.27% Increased
1770
CoreCap Advisors
CoreCap Advisors
Michigan
$61.8M +$47.3M 25 2.91% Increased
1771
American Assets Investment Management
American Assets Investment Management
California
$61.8M $0 5 5.4% Maintained
1772
McIlrath & Eck
McIlrath & Eck
Washington
$61.7M +$8.12M 13 7.95% Increased
1773
Park West Asset Management
Park West Asset Management
California
$61.7M +$12.2M 1 4.42% Increased
1774
Georgetown University
Georgetown University
District of Columbia
$61.6M +$11.1M 4 19.22% Increased
1775
Alley Investment Management Company
Alley Investment Management Company
Illinois
$61.6M +$21.1K 4 7.8% Increased