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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
Thames Capital Management
Thames Capital Management
New Jersey
$33.9M -$2.92M 3 9.53% Reduced
1877
TA
Trivest Advisors
Hong Kong
$33.9M -$200M 2 3.4% Reduced
1878
Calixto Global Investors
Calixto Global Investors
Florida
$33.8M +$7.28M 3 16.01% Increased
1879
Selective Wealth Management
Selective Wealth Management
Virginia
$33.8M +$1.38M 8 21.82% Increased
1880
Wilsey Asset Management
Wilsey Asset Management
California
$33.7M +$32.5M 1 10.28% New
1881
Financial Avengers
Financial Avengers
California
$33.6M +$32.7M 6 27.54% New
1882
Physicians Financial Services
Physicians Financial Services
North Carolina
$33.6M -$1.83M 7 16.21% Reduced
1883
Nixon Peabody Trust
Nixon Peabody Trust
Massachusetts
$33.6M -$585K 4 14.17% Reduced
1884
Riverpark Capital Management
Riverpark Capital Management
New York
$33.5M +$507K 6 15.09% Increased
1885
Emerson Point Capital
Emerson Point Capital
New York
$33.5M -$16.1M 2 5.53% Reduced
1886
Avior Wealth Management
Avior Wealth Management
Nebraska
$33.5M -$972K 17 4.13% Reduced
1887
Penobscot Investment Management
Penobscot Investment Management
Massachusetts
$33.5M +$596K 7 5.61% Increased
1888
West Branch Capital
West Branch Capital
Massachusetts
$33.4M -$86.8K 5 19.76% Reduced
1889
Dividend Assets Capital
Dividend Assets Capital
South Carolina
$33.3M -$2.58M 9 6.48% Reduced
1890
Holowesko Partners
Holowesko Partners
Bahamas
$33.3M -$1.18M 1 8.98% Reduced
1891
Verity & Verity
Verity & Verity
South Carolina
$33.3M +$1.48M 5 6.29% Increased
1892
Moseley Investment Management
Moseley Investment Management
Florida
$33.3M -$711K 7 19.35% Reduced
1893
American National Registered Investment Advisor
American National Registered Investment Advisor
Texas
$33.3M +$1.28K 7 13.28% Increased
1894
Crystal Rock Capital Management
Crystal Rock Capital Management
Illinois
$33.2M -$5.46M 5 18.97% Reduced
1895
Aubrey Capital Management
Aubrey Capital Management
United Kingdom
$33.2M -$5.68M 4 8.28% Reduced
1896
Abacus Planning Group
Abacus Planning Group
South Carolina
$33.1M -$269K 8 10.23% Reduced
1897
Institute for Wealth Management
Institute for Wealth Management
Colorado
$33.1M +$959K 8 6.59% Increased
1898
Capital Planning Advisors
Capital Planning Advisors
California
$33.1M -$1.37M 6 8.14% Reduced
1899
Newport Trust Company
Newport Trust Company
District of Columbia
$33.1M +$26.6M 2 0.09% New
1900
Unio Capital
Unio Capital
New Jersey
$33M -$3.38M 3 16.23% Reduced