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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
1851
Lombard Odier Asset Management (Switzerland)
Lombard Odier Asset Management (Switzerland)
Switzerland
$47.9M +$12.3M 11 3.06% Increased
1852
Arkadios Wealth Advisors
Arkadios Wealth Advisors
Georgia
$47.9M +$5.55M 13 6.34% Increased
1853
Godsey & Gibb Inc
Godsey & Gibb Inc
Virginia
$47.8M +$48.4M 2 15.34% New
1854
Sirios Capital Management
Sirios Capital Management
Massachusetts
$47.8M -$17.9M 3 5.47% Reduced
1855
Bellecapital
Bellecapital
Switzerland
$47.8M +$509K 7 13.62% Increased
1856
First Fiduciary Investment Counsel
First Fiduciary Investment Counsel
Ohio
$47.8M -$1.64M 4 8.48% Reduced
1857
Hedeker Wealth
Hedeker Wealth
Illinois
$47.8M -$459K 5 13.88% Reduced
1858
Greenwood Capital Associates
Greenwood Capital Associates
South Carolina
$47.7M +$208K 4 6.75% Increased
1859
Gardner Lewis Asset Management
Gardner Lewis Asset Management
Pennsylvania
$47.6M +$1.93M 3 8.82% Increased
1860
Tamar Securities
Tamar Securities
California
$47.6M +$14.1M 4 14.03% Increased
1861
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$47.4M +$4.81M 6 7.85% Increased
1862
Stewart & Patten Company
Stewart & Patten Company
California
$47.4M -$2.12M 6 7.07% Reduced
1863
Duncker Streett & Co
Duncker Streett & Co
Missouri
$47.3M +$120K 10 8.14% Increased
1864
Eventide Asset Management
Eventide Asset Management
Massachusetts
$47.3M -$126M 1 0.6% Reduced
1865
IBEX Wealth Advisors
IBEX Wealth Advisors
New Jersey
$47.3M +$408K 5 8.37% Increased
1866
ARMC
American Research & Management Company
Massachusetts
$47.3M -$385K 9 10.23% Reduced
1867
Sheets Smith Wealth Management
Sheets Smith Wealth Management
North Carolina
$47.2M +$230K 5 5.86% Increased
1868
Bedell Frazier Investment Counselling
Bedell Frazier Investment Counselling
California
$47.2M +$7.92M 6 11.49% Increased
1869
Tandem Investment Advisors
Tandem Investment Advisors
South Carolina
$47.1M +$5.01M 3 3.06% Increased
1870
Intellectus Partners
Intellectus Partners
California
$46.9M -$913K 8 11.97% Reduced
1871
JLB & Associates
JLB & Associates
Michigan
$46.9M -$1.76M 2 6.66% Reduced
1872
Whitener Capital Management
Whitener Capital Management
North Carolina
$46.9M +$83.2K 9 16.76% Increased
1873
Realta Investment Advisors
Realta Investment Advisors
Delaware
$46.7M +$1.25M 9 10.27% Increased
1874
Circle Wealth Management
Circle Wealth Management
New Jersey
$46.6M +$976K 7 6.08% Increased
1875
Draper Asset Management
Draper Asset Management
New York
$46.6M +$1.41M 7 38.03% Increased