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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
1826
South Street Advisors
South Street Advisors
New York
$58.6M -$3.27M 4 8.9% Reduced
1827
East Coast Asset Management
East Coast Asset Management
Massachusetts
$58.5M -$6.16M 5 19.41% Reduced
1828
Banco BTG Pactual
Banco BTG Pactual
Brazil
$58.5M +$1.34M 5 15.04% Increased
1829
HP
Hound Partners
New York
$58.4M +$28.2M 2 14.62% Increased
1830
Group One Trading
Group One Trading
Illinois
$58.4M -$219M 18 0.17% Reduced
1831
Krilogy Financial
Krilogy Financial
Missouri
$58.4M +$3.21M 4 4.02% Increased
1832
Perkins Coie Trust Company
Perkins Coie Trust Company
Washington
$58.4M -$759K 9 12.95% Reduced
1833
Institute for Wealth Management
Institute for Wealth Management
Colorado
$58.3M +$21.4K 10 7.36% Increased
1834
Capital Planning Advisors
Capital Planning Advisors
California
$58.3M +$1.03M 6 8.8% Increased
1835
MRCM
M&R Capital Management
New Jersey
$58.2M -$64.5K 8 12.83% Reduced
1836
CFSG
Community Financial Services Group
Vermont
$58.2M +$456K 6 11.91% Increased
1837
Syon Capital
Syon Capital
California
$58.2M -$1.12M 7 5.15% Reduced
1838
RKL Wealth Management
RKL Wealth Management
Pennsylvania
$58.1M +$593K 6 5.26% Increased
1839
Lingotto Investment Management
Lingotto Investment Management
United Kingdom
$58.1M +$4.76M 3 1.67% Increased
1840
11 Capital Partners
11 Capital Partners
Connecticut
$58.1M +$2.27M 2 23.04% Increased
1841
Capital Investment Advisory Services
Capital Investment Advisory Services
North Carolina
$58.1M +$1.13M 11 5.51% Increased
1842
Conning Inc
Conning Inc
Connecticut
$58M +$1.65M 8 1.92% Increased
1843
UG Investment Advisers
UG Investment Advisers
Taiwan
$58M -$25.4M 2 21.79% Reduced
1844
Stokes Family Office
Stokes Family Office
Louisiana
$57.9M +$627K 6 6.34% Increased
1845
Rosenblum Silverman Sutton
Rosenblum Silverman Sutton
California
$57.9M -$230K 4 14.8% Reduced
1846
Good Life Advisors
Good Life Advisors
Pennsylvania
$57.7M +$6.23M 8 3.55% Increased
1847
Broadleaf Partners
Broadleaf Partners
Ohio
$57.7M -$220K 5 13.65% Reduced
1848
Capstone Investment Advisors
Capstone Investment Advisors
New York
$57.7M +$6.02M 12 0.18% Increased
1849
Monetary Management Group
Monetary Management Group
Missouri
$57.5M -$766K 7 14.78% Reduced
1850
Hohimer Wealth Management
Hohimer Wealth Management
Washington
$57.5M +$180K 8 12.37% Increased