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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
Managed Asset Portfolios
Managed Asset Portfolios
Michigan
$72.8M -$3.66K 2 9.02% Reduced
1877
Maple Rock Capital Partners
Maple Rock Capital Partners
Ontario, Canada
$72.7M -$44.4M 1 2.87% Reduced
1878
Rockline Wealth Management
Rockline Wealth Management
New York
$72.6M +$2.13M 7 15.04% Increased
1879
Nan Fung Trinity
Nan Fung Trinity
Hong Kong
$72.4M +$51.8M 3 7.23% Increased
1880
NWF Advisory Services
NWF Advisory Services
California
$72.4M -$1.86M 8 7.94% Reduced
1881
Capital Planning Advisors
Capital Planning Advisors
California
$72.4M -$2.4M 6 9.94% Reduced
1882
University of Texas/Texas AM Investment Management Co (UTIMCO)
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$72.3M +$1.99M 6 10.46% Increased
1883
BNC Wealth Management
BNC Wealth Management
Oregon
$72.3M -$521K 6 18.25% Reduced
1884
Princeton Global Asset Management
Princeton Global Asset Management
New Jersey
$72.2M -$630K 12 11.99% Reduced
1885
TSM
Two Star Manager
Florida
$72.1M +$15.3M 2 25.88% Increased
1886
WCMN
Westchester Capital Management (Nebraska)
Nebraska
$72M -$1.29M 4 15.49% Reduced
1887
Romano Brothers & Co
Romano Brothers & Co
Illinois
$72M -$1.43M 6 8.23% Reduced
1888
Institute for Wealth Management
Institute for Wealth Management
Colorado
$72M -$2.17M 10 7.5% Reduced
1889
Covenant Asset Management
Covenant Asset Management
New Jersey
$71.9M +$2.4M 5 8.13% Increased
1890
Sompo Asset Management
Sompo Asset Management
Japan
$71.9M -$5.5M 6 12.38% Reduced
1891
Quantum Private Wealth
Quantum Private Wealth
Florida
$71.8M +$522K 8 20.99% Increased
1892
Intellectus Partners
Intellectus Partners
California
$71.8M -$1.45M 10 13.9% Reduced
1893
John G. Ullman & Associates
John G. Ullman & Associates
New York
$71.7M -$2.65M 9 9.66% Reduced
1894
Nicola Wealth Management
Nicola Wealth Management
British Columbia, Canada
$71.7M -$17.3M 3 6.38% Reduced
1895
Gifford Fong Associates
Gifford Fong Associates
California
$71.6M $0 6 15.06% Maintained
1896
Advocacy Wealth Management Services
Advocacy Wealth Management Services
Georgia
$71.5M +$67.8M 5 3.11% Increased
1897
Hedeker Wealth
Hedeker Wealth
Illinois
$71.5M +$5.22M 5 14.86% Increased
1898
CPH
C Partners Holding
Switzerland
$71.4M -$22.6M 1 18.74% Reduced
1899
Marietta Wealth Management
Marietta Wealth Management
Georgia
$71.4M -$10.2M 5 8.73% Reduced
1900
Naviter Wealth
Naviter Wealth
Arkansas
$71.4M +$2.84M 7 8.31% Increased