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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
1801
RV Capital
RV Capital
Switzerland
$21.5M $0 1 15.89% Maintained
1802
Bowie Capital Management
Bowie Capital Management
Texas
$21.5M +$5.79M 2 4.35% Increased
1803
Altavista Wealth Management
Altavista Wealth Management
North Carolina
$21.5M -$762K 7 6.89% Reduced
1804
OFG
OTA Financial Group
New York
$21.5M -$15.3M 1 16.76% Reduced
1805
Gradient Investments
Gradient Investments
Minnesota
$21.4M +$11.2M 14 1.1% Increased
1806
Ninety One
Ninety One
South Africa
$21.4M +$2.78M 6 11.97% Increased
1807
Moloney Securities Asset Management
Moloney Securities Asset Management
Missouri
$21.4M +$606K 10 7.13% Increased
1808
Signet Financial Management
Signet Financial Management
New Jersey
$21.4M +$3.93M 8 4.24% Increased
1809
Northstar Capital Management
Northstar Capital Management
New York
$21.4M -$655K 6 19% Reduced
1810
Blueshift Asset Management
Blueshift Asset Management
New Jersey
$21.4M -$849K 12 2.81% Reduced
1811
Wisconsin Capital Management
Wisconsin Capital Management
Wisconsin
$21.4M +$7.12M 5 11.45% Increased
1812
Hedeker Wealth
Hedeker Wealth
Illinois
$21.3M -$152K 5 13.53% Reduced
1813
Duncker Streett & Co
Duncker Streett & Co
Missouri
$21.3M -$426K 9 4.79% Reduced
1814
Hunter Associates Investment Management
Hunter Associates Investment Management
Pennsylvania
$21.3M -$318K 6 7.34% Reduced
1815
Fosun International
Fosun International
China
$21.3M -$1.41M 8 1.41% Reduced
1816
MGO One Seven
MGO One Seven
Ohio
$21.3M +$140K 8 6.87% Increased
1817
Waldron Private Wealth
Waldron Private Wealth
Pennsylvania
$21.2M -$854K 7 2.26% Reduced
1818
PCMK
Paragon Capital Management (Kansas)
Kansas
$21.2M -$338K 6 9.55% Reduced
1819
Bruderman Asset Management
Bruderman Asset Management
New York
$21.2M -$14.9M 7 5% Reduced
1820
Cypress Capital Group
Cypress Capital Group
Florida
$21.1M +$1.18M 8 4.17% Increased
1821
Homrich & Berg
Homrich & Berg
Georgia
$21.1M +$735K 8 1.12% Increased
1822
AAM
Autus Asset Management
Arizona
$21.1M +$587K 5 3.34% Increased
1823
Flossbach von Storch AG Zurich
Flossbach von Storch AG Zurich
Switzerland
$21.1M +$5.3M 4 24.94% Increased
1824
Burleson & Co
Burleson & Co
California
$21.1M +$3.82M 6 8.88% Increased
1825
Morris Capital Advisors
Morris Capital Advisors
Pennsylvania
$21.1M +$1.46M 7 17.57% Increased