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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
Krilogy Financial
Krilogy Financial
Missouri
$58.2M -$2.37M 4 4.3% Reduced
1877
Capital Investment Advisory Services
Capital Investment Advisory Services
North Carolina
$58.2M -$485K 11 6.01% Reduced
1878
Keel Point
Keel Point
Alabama
$58.2M +$10.2M 7 5.25% Increased
1879
HCM
Harspring Capital Management
New York
$58.1M -$5.38M 2 14.72% Reduced
1880
Origin Asset Management
Origin Asset Management
United Kingdom
$58.1M $0 1 14.53% Maintained
1881
Providence Capital Advisors
Providence Capital Advisors
North Carolina
$58.1M +$4.6M 9 12.66% Increased
1882
New Hampshire Trust
New Hampshire Trust
New Hampshire
$58M +$208K 5 13.24% Increased
1883
CPH
C Partners Holding
Switzerland
$58M -$10.5M 2 16.59% Reduced
1884
Honeycomb Asset Management
Honeycomb Asset Management
New York
$58M -$13M 1 15.07% Reduced
1885
FACT Capital
FACT Capital
New York
$58M -$29.8M 3 20.67% Reduced
1886
Capital Planning Advisors
Capital Planning Advisors
California
$57.9M -$306K 6 9.91% Reduced
1887
11 Capital Partners
11 Capital Partners
Connecticut
$57.8M +$4.1M 2 22.44% Increased
1888
Warther Private Wealth
Warther Private Wealth
Ohio
$57.7M +$13.4M 7 22.6% Increased
1889
Colonial Trust
Colonial Trust
South Carolina
$57.7M +$1.37M 15 10.16% Increased
1890
RWC Asset Advisors
RWC Asset Advisors
Florida
$57.4M -$26.1M 1 5.85% Reduced
1891
Value Partners Investments
Value Partners Investments
Manitoba, Canada
$57.4M -$26.9M 3 4.97% Reduced
1892
Condor Capital Management
Condor Capital Management
New Jersey
$57.3M -$1.25M 4 5.48% Reduced
1893
First Interstate Bank
First Interstate Bank
Montana
$57.3M -$805K 6 3.81% Reduced
1894
Hohimer Wealth Management
Hohimer Wealth Management
Washington
$57.2M +$5.53M 7 13.28% Increased
1895
Journey Advisory Group
Journey Advisory Group
Kentucky
$57.1M +$5.12M 7 6.83% Increased
1896
Buffington Mohr McNeal
Buffington Mohr McNeal
Idaho
$57M +$1.54M 6 10% Increased
1897
Ipswich Investment Management
Ipswich Investment Management
Massachusetts
$56.9M -$383K 7 13.31% Reduced
1898
Capital Group Investment Management
Capital Group Investment Management
Singapore
$56.8M -$12.6M 5 12.28% Reduced
1899
Bright Rock Capital Management
Bright Rock Capital Management
Massachusetts
$56.8M -$1.69M 2 11.98% Reduced
1900
Symmetry Partners
Symmetry Partners
Connecticut
$56.8M -$4.37M 11 2.92% Reduced