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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
Holderness Investments Company
Holderness Investments Company
North Carolina
$72.4M -$12.8K 6 15.97% Reduced
1752
Princeton Capital Management
Princeton Capital Management
New Jersey
$72.2M -$652K 6 22.34% Reduced
1753
Generali Investments CEE
Generali Investments CEE
Czech Republic
$72.1M +$70.7M 8 7.43% New
1754
Apriem Advisors
Apriem Advisors
California
$71.9M -$778K 6 8.23% Reduced
1755
IBOK
Independence Bank of Kentucky
Kentucky
$71.8M +$13.3M 9 11.06% Increased
1756
Morningstar Investment Services
Morningstar Investment Services
Illinois
$71.8M -$729M 6 6.53% Reduced
1757
Lindbrook Capital
Lindbrook Capital
California
$71.8M +$1.01M 26 6.48% Increased
1758
Claret Asset Management
Claret Asset Management
Quebec, Canada
$71.7M -$789K 8 11.32% Reduced
1759
Selkirk Management
Selkirk Management
New Jersey
$71.6M -$2.32M 2 25.73% Reduced
1760
Mirador Capital Partners
Mirador Capital Partners
California
$71.6M -$649K 8 12.98% Reduced
1761
University of Texas/Texas AM Investment Management Co (UTIMCO)
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$71.6M -$2M 7 8.46% Reduced
1762
Gemsstock Ltd
Gemsstock Ltd
United Kingdom
$71.5M +$213K 3 14.79% Increased
1763
MainStreet Investment Advisors
MainStreet Investment Advisors
Illinois
$71.4M -$1.53M 5 10.01% Reduced
1764
WCM
Woodson Capital Management
Connecticut
$71.4M +$28.3M 3 11.49% Increased
1765
Keel Point
Keel Point
Alabama
$71.3M +$3.6M 7 5.71% Increased
1766
Vision Capital Management
Vision Capital Management
Oregon
$71.3M -$4.37M 4 10.47% Reduced
1767
Stockman Wealth Management
Stockman Wealth Management
Montana
$71.2M -$1.02M 6 11.15% Reduced
1768
Portside Wealth Group
Portside Wealth Group
Utah
$71.2M -$2.33M 9 11.77% Reduced
1769
Intrust Bank
Intrust Bank
Kansas
$71.2M -$396K 6 7.21% Reduced
1770
Strategic Global Advisors
Strategic Global Advisors
California
$71.1M +$4.58M 6 13.01% Increased
1771
Rice Partnership
Rice Partnership
Hawaii
$71.1M +$682K 6 13.54% Increased
1772
Valicenti Advisory Services
Valicenti Advisory Services
New York
$71M -$490K 5 17.68% Reduced
1773
Sompo Asset Management
Sompo Asset Management
Japan
$70.9M -$3.86M 7 11.98% Reduced
1774
Great Lakes Retirement
Great Lakes Retirement
Ohio
$70.9M -$720K 7 9.16% Reduced
1775
Proficio Capital Partners
Proficio Capital Partners
Massachusetts
$70.9M +$10.3M 6 5.75% Increased