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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
1776
Shikiar Asset Management
Shikiar Asset Management
New York
$39.4M +$36.2M 4 14.01% New
1777
Ascent Group
Ascent Group
Virginia
$39.4M +$4.6M 7 4.19% Increased
1778
Versor Investments
Versor Investments
New York
$39.4M -$12.3M 12 5.16% Reduced
1779
M
MOTCO
Texas
$39.3M -$270K 7 2.67% Reduced
1780
Moloney Securities Asset Management
Moloney Securities Asset Management
Missouri
$39.3M +$3.37M 8 7.32% Increased
1781
Altrafin AG
Altrafin AG
$39.3M +$3.9M 4 19.3% Increased
1782
Concourse Financial Group Securities
Concourse Financial Group Securities
Alabama
$39.2M -$561K 21 3.04% Reduced
1783
Stewart & Patten Company
Stewart & Patten Company
California
$39.2M +$54K 6 6.65% Increased
1784
WCMN
Westchester Capital Management (Nebraska)
Nebraska
$39.1M -$263K 4 11.24% Reduced
1785
Knightsbridge Asset Management
Knightsbridge Asset Management
California
$39M -$4.1M 5 6.67% Reduced
1786
Supplemental Annuity Collective Trust (SACT) of New Jersey
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$39M $0 6 15.21% Maintained
1787
Visionary Wealth Advisors
Visionary Wealth Advisors
Illinois
$39M +$716K 8 3.3% Increased
1788
L & S Advisors
L & S Advisors
California
$38.9M +$8.67M 5 5.44% Increased
1789
Hutchinson Capital Management
Hutchinson Capital Management
California
$38.8M +$4.03M 5 10.08% Increased
1790
Randolph Company
Randolph Company
Ohio
$38.8M -$2.03M 2 5.61% Reduced
1791
Berger Financial Group
Berger Financial Group
Minnesota
$38.8M -$4.04M 8 4.67% Reduced
1792
Centaurus Financial
Centaurus Financial
California
$38.8M +$4.34M 13 3.11% Increased
1793
AA
Ancient Art
Texas
$38.7M -$1.03M 1 8.45% Reduced
1794
Bensler
Bensler
Washington
$38.7M +$597K 4 7.82% Increased
1795
ARS Wealth Advisors Group
ARS Wealth Advisors Group
Florida
$38.7M -$3.9M 5 7.14% Reduced
1796
STF Management
STF Management
Texas
$38.7M +$14.4M 4 26.08% Increased
1797
Junto Capital Management
Junto Capital Management
New York
$38.6M +$36.6M 2 1.07% New
1798
ShawSpring Partners
ShawSpring Partners
Massachusetts
$38.5M -$10.6M 1 5.07% Reduced
1799
Koshinski Asset Management
Koshinski Asset Management
Illinois
$38.5M -$202K 10 3.76% Reduced
1800
Stanley-Laman Group
Stanley-Laman Group
Pennsylvania
$38.4M +$1.29M 8 6.84% Increased