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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
1876
Trust Company of Kansas
Trust Company of Kansas
Kansas
$28.1M -$6.18M 3 15.54% Reduced
1877
Fosun International
Fosun International
China
$28M -$11M 8 2.69% Reduced
1878
Arete Wealth Advisors
Arete Wealth Advisors
Illinois
$28M +$1.92M 8 4.86% Increased
1879
Sigma Investment Counselors
Sigma Investment Counselors
Michigan
$28M +$721K 5 2.97% Increased
1880
PDT Partners
PDT Partners
New York
$27.9M +$3.46M 6 1.9% Increased
1881
Welch Capital Partners
Welch Capital Partners
New York
$27.9M +$5.64M 5 9.16% Increased
1882
Prelude Capital Management
Prelude Capital Management
New York
$27.9M -$15.3M 12 1.53% Reduced
1883
Nuance Investments
Nuance Investments
Missouri
$27.7M -$6.48M 1 0.72% Reduced
1884
Magnus Financial Group
Magnus Financial Group
New York
$27.7M +$247K 7 3.08% Increased
1885
Summit Trail Advisors
Summit Trail Advisors
New York
$27.7M +$7.87M 6 5.17% Increased
1886
Strategy Asset Managers
Strategy Asset Managers
California
$27.7M -$38.8K 6 7.43% Reduced
1887
Walter & Keenan Wealth Management
Walter & Keenan Wealth Management
Indiana
$27.6M -$18.2M 7 11.18% Reduced
1888
Stewart Asset Management
Stewart Asset Management
New York
$27.6M +$1.19M 5 22.16% Increased
1889
Lake Street Private Wealth
Lake Street Private Wealth
Illinois
$27.5M +$954K 6 10.18% Increased
1890
LWANC
Laurel Wealth Advisors (North Carolina)
North Carolina
$27.4M +$276K 9 9.02% Increased
1891
Noesis Capital Mangement
Noesis Capital Mangement
Florida
$27.4M -$2M 6 8.68% Reduced
1892
First Nebraska Trust
First Nebraska Trust
Nebraska
$27.4M +$750K 7 5.07% Increased
1893
Sheets Smith Wealth Management
Sheets Smith Wealth Management
North Carolina
$27.4M -$11.4M 5 5.49% Reduced
1894
GVO Asset Management
GVO Asset Management
Switzerland
$27.4M +$25.4M 4 11.28% New
1895
Vicus Capital
Vicus Capital
Pennsylvania
$27.4M -$237K 7 4.16% Reduced
1896
Centaurus Financial
Centaurus Financial
California
$27.3M +$2.43M 12 4.03% Increased
1897
Hutchinson Capital Management
Hutchinson Capital Management
California
$27.3M -$24.8K 5 8.48% Reduced
1898
Monetta Financial Services
Monetta Financial Services
Illinois
$27.2M -$3.86M 4 23.88% Reduced
1899
ACM
Ariose Capital Management
Hong Kong
$27.2M +$15.7M 3 19.32% Increased
1900
Minneapolis Portfolio Management Group
Minneapolis Portfolio Management Group
Minnesota
$27.1M -$2.25M 1 4.26% Reduced