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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
Elk River Wealth Management
Elk River Wealth Management
Colorado
$56.8M +$228K 4 11.11% Increased
1902
Naples Global Advisors
Naples Global Advisors
Florida
$56.6M +$109K 7 5.68% Increased
1903
Invesco LLC (Illinois)
Invesco LLC (Illinois)
Illinois
$56.6M -$404K 6 23.65% Reduced
1904
SageView Advisory Group
SageView Advisory Group
California
$56.4M +$32.1M 7 2.62% Increased
1905
HCR Wealth Advisors
HCR Wealth Advisors
California
$56.4M +$818K 7 8.06% Increased
1906
Globeflex Capital
Globeflex Capital
California
$56.2M +$13.6M 7 5.87% Increased
1907
Generali Powszechne Towarzystwo Emerytalne
Generali Powszechne Towarzystwo Emerytalne
Poland
$56.1M +$1.4M 4 19.51% Increased
1908
Private Capital Advisors
Private Capital Advisors
Connecticut
$56.1M +$631K 4 6.25% Increased
1909
Whitener Capital Management
Whitener Capital Management
North Carolina
$56M +$1.52M 8 16.97% Increased
1910
Sargent Investment Group
Sargent Investment Group
Maryland
$55.9M -$163K 7 11.41% Reduced
1911
Bulltick Wealth Management
Bulltick Wealth Management
Florida
$55.9M -$12.5M 6 13.79% Reduced
1912
Mitchell Sinkler & Starr
Mitchell Sinkler & Starr
Pennsylvania
$55.9M -$1.19M 6 14.35% Reduced
1913
Banco BTG Pactual
Banco BTG Pactual
Brazil
$55.8M +$14M 5 8.65% Increased
1914
QV Investors
QV Investors
Alberta, Canada
$55.7M -$6.96M 4 5.24% Reduced
1915
Realta Investment Advisors
Realta Investment Advisors
Delaware
$55.7M +$134K 9 10.91% Increased
1916
Ally Financial
Ally Financial
Michigan
$55.7M -$11.7M 5 6.91% Reduced
1917
McIlrath & Eck
McIlrath & Eck
Washington
$55.6M +$961K 14 8.26% Increased
1918
GPM Growth Investors
GPM Growth Investors
Michigan
$55.6M +$51.8M 5 23.65% New
1919
Lingotto Investment Management
Lingotto Investment Management
United Kingdom
$55.6M +$3.46M 3 1.87% Increased
1920
Gifford Fong Associates
Gifford Fong Associates
California
$55.5M $0 6 14.7% Maintained
1921
Angeles Wealth Management
Angeles Wealth Management
California
$55.5M +$4.23M 6 5.21% Increased
1922
Octavia Wealth Advisors
Octavia Wealth Advisors
Ohio
$55.4M +$3M 5 7.54% Increased
1923
GWSG
GPS Wealth Strategies Group
Colorado
$55.2M +$1.5M 19 8.29% Increased
1924
Turim 21 Investimentos
Turim 21 Investimentos
Brazil
$55.1M -$140K 7 14.07% Reduced
1925
Fogel Capital Management
Fogel Capital Management
Florida
$55M +$197K 2 29.3% Increased