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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
1901
CT
Colonial Trust
South Carolina
$75.6M -$3.49M 19 9.58% Reduced
1902
Ceredex Value Advisors
Ceredex Value Advisors
Florida
$75.6M +$8.93M 2 2.13% Increased
1903
LG
LaFleur & Godfrey
Michigan
$75.4M +$1.26M 5 8.95% Increased
1904
QIM
Quest Investment Management
Oregon
$75.4M -$26.4M 6 8.81% Reduced
1905
IP
Intellectus Partners
California
$75.4M +$1.89M 10 13.04% Increased
1906
AWMS
Advocacy Wealth Management Services
Georgia
$75.1M +$1.18M 6 2.73% Increased
1907
Cassaday & Co Wealth Management
Cassaday & Co Wealth Management
Virginia
$75.1M +$768K 18 1.41% Increased
1908
AA
Altrafin AG
$75M -$24.5M 4 29.37% Reduced
1909
DRW Securities
DRW Securities
Illinois
$75M -$40.8M 10 1.82% Reduced
1910
SA
Strategic Advisors
New York
$74.8M -$13.9M 6 16.37% Reduced
1911
CRCM
Cat Rock Capital Management
Connecticut
$74.8M -$40.1M 1 17.36% Reduced
1912
CCM
Campbell Capital Management
Florida
$74.7M -$11.1K 2 26.81% Reduced
1913
KAS
Kemnay Advisory Services
New York
$74.6M +$13.6M 14 9.43% Increased
1914
RCA
Resonant Capital Advisors
Wisconsin
$74.3M +$1.24M 12 3.55% Increased
1915
WCMN
Westchester Capital Management (Nebraska)
Nebraska
$74.3M -$556K 4 13.37% Reduced
1916
SF
Symphony Financial
Texas
$73.9M +$6.06M 9 8.09% Increased
1917
IFWM
Institute for Wealth Management
Colorado
$73.8M -$1.72M 19 6.52% Reduced
1918
AWP
Ascent Wealth Partners
New York
$73.6M +$3.81M 8 7.36% Increased
1919
HIM
Herald Investment Management
United Kingdom
$73.6M -$12.7M 7 9.98% Reduced
1920
JWM
Jessup Wealth Management
Ohio
$73.4M +$1.21M 6 21.89% Increased
1921
CCM
Cadian Capital Management
New York
$73.4M +$33.8M 2 5.55% Increased
1922
TTWM
TCV Trust & Wealth Management
Virginia
$73.3M +$123K 6 5.55% Increased
1923
FC
FORA Capital
Florida
$73.3M -$17.3M 11 5.03% Reduced
1924
KP
Keel Point
Alabama
$73.1M +$2.28M 10 4.32% Increased
1925
SL
Siren LLC
Connecticut
$73.1M -$2.31M 5 1.48% Reduced