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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
Hayek Kallen Investment Management
Hayek Kallen Investment Management
Alabama
$33.7M -$68.3K 6 14.69% Reduced
1877
CoreView Capital Management
CoreView Capital Management
Hong Kong
$33.7M -$8.83M 1 4.93% Reduced
1878
Annex Advisory Services
Annex Advisory Services
Wisconsin
$33.7M +$1.29M 7 2.43% Increased
1879
Strategic Blueprint
Strategic Blueprint
Georgia
$33.6M +$554K 7 4.14% Increased
1880
SlateStone Wealth
SlateStone Wealth
Florida
$33.6M -$1.02M 6 8.59% Reduced
1881
Sound View Wealth Advisors Group
Sound View Wealth Advisors Group
Georgia
$33.5M +$586K 6 7.02% Increased
1882
NIC
Northwest Investment Counselors
Oregon
$33.5M +$224K 10 10.28% Increased
1883
Nixon Peabody Trust
Nixon Peabody Trust
Massachusetts
$33.5M -$2.11M 4 15.14% Reduced
1884
Lake Street Advisors Group
Lake Street Advisors Group
New Hampshire
$33.5M +$13.4M 4 2.39% Increased
1885
Intellectus Partners
Intellectus Partners
California
$33.5M +$881K 8 11.49% Increased
1886
Perpetual Investment Management
Perpetual Investment Management
Australia
$33.4M +$1.68M 7 4.89% Increased
1887
Leeward Investments
Leeward Investments
Massachusetts
$33.4M -$676K 2 1.52% Reduced
1888
Ashburton (Jersey)
Ashburton (Jersey)
Jersey
$33.4M -$3.76M 5 16.38% Reduced
1889
CM
Conifer Management
New York
$33.3M $0 1 5.04% Maintained
1890
Hutchinson Capital Management
Hutchinson Capital Management
California
$33.3M +$707K 5 8.63% Increased
1891
Bensler
Bensler
Washington
$33.3M +$3.53M 4 7.93% Increased
1892
Arthedge Capital Management
Arthedge Capital Management
New York
$33.3M +$7.78M 4 35.21% Increased
1893
Pekin Hardy Strauss
Pekin Hardy Strauss
Illinois
$33.3M -$4.23M 6 4.69% Reduced
1894
One Capital Management
One Capital Management
California
$33.3M -$24.2M 5 1.97% Reduced
1895
HBK Sorce Advisory
HBK Sorce Advisory
Pennsylvania
$33.2M -$13.7M 9 2.45% Reduced
1896
Occudo Quantitative Strategies
Occudo Quantitative Strategies
Florida
$33.1M +$12.3M 11 2.72% Increased
1897
Vicus Capital
Vicus Capital
Pennsylvania
$33.1M -$1.76M 7 3.74% Reduced
1898
Brian C. Broderick
Brian C. Broderick
$33.1M -$75.9K 4 10.04% Reduced
1899
Emerson Point Capital
Emerson Point Capital
New York
$33M +$5.13M 2 8.72% Increased
1900
Roberts, Glore & Co
Roberts, Glore & Co
Illinois
$33M +$493K 7 10.99% Increased