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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
Condor Capital Management
Condor Capital Management
New Jersey
$22M +$471K 7 3.42% Increased
1802
American National Registered Investment Advisor
American National Registered Investment Advisor
Texas
$22M $0 7 12.11% Maintained
1803
Fosun International
Fosun International
China
$22M +$94.1K 7 2.44% Increased
1804
FPFS
First Personal Financial Services
North Carolina
$22M -$2.22M 11 6.82% Reduced
1805
CenturyLink Investment Management
CenturyLink Investment Management
Colorado
$21.9M -$3.71M 6 9.97% Reduced
1806
CL
CIM LLC
New York
$21.9M +$893K 4 7.54% Increased
1807
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ)
Florida
$21.9M -$1.55M 1 0.63% Reduced
1808
Hedeker Wealth
Hedeker Wealth
Illinois
$21.8M +$106K 5 13.21% Increased
1809
Seeyond
Seeyond
France
$21.8M -$6.2M 14 2.27% Reduced
1810
PWW
Pettyjohn Wood & White
Virginia
$21.7M +$129K 6 6.61% Increased
1811
All-Stars Investment
All-Stars Investment
Hong Kong
$21.7M $0 1 31.45% Maintained
1812
Altavista Wealth Management
Altavista Wealth Management
North Carolina
$21.7M -$438K 7 6.75% Reduced
1813
M.D. Sass LLC
M.D. Sass LLC
New York
$21.7M +$1.92M 3 5.12% Increased
1814
McRae Capital Management
McRae Capital Management
New Jersey
$21.7M -$1.38M 3 8.45% Reduced
1815
BlueCrest Capital Management
BlueCrest Capital Management
Jersey
$21.6M +$12.1M 10 1.49% Increased
1816
6 Meridian
6 Meridian
Kansas
$21.6M -$17.9M 3 2.12% Reduced
1817
TCI Wealth Advisors
TCI Wealth Advisors
Arizona
$21.6M -$413K 16 9.61% Reduced
1818
Kore Private Wealth
Kore Private Wealth
New York
$21.6M -$3.86M 8 4.87% Reduced
1819
10-15 Associates
10-15 Associates
New York
$21.6M +$659K 4 4.45% Increased
1820
Vicus Capital
Vicus Capital
Pennsylvania
$21.5M -$1.22M 7 3% Reduced
1821
Greatmark Investment Partners
Greatmark Investment Partners
Georgia
$21.5M +$318K 7 5.89% Increased
1822
Legacy Private Trust
Legacy Private Trust
Wisconsin
$21.5M +$805K 4 2.41% Increased
1823
PWAP
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$21.5M -$7.4M 7 10.96% Reduced
1824
Meridian Wealth Management
Meridian Wealth Management
Kentucky
$21.5M -$134K 7 10.11% Reduced
1825
SWK
Stephen W. Kidder
$21.4M +$823K 4 8.45% Increased