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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
AlphaCore Capital
AlphaCore Capital
California
$51.8M +$24.5M 9 4.4% Increased
1902
NFJ Investment Group
NFJ Investment Group
Texas
$51.7M +$12.3M 4 1.74% Increased
1903
Royce & Associates
Royce & Associates
New York
$51.7M -$28.2M 3 0.56% Reduced
1904
Cardinal Point Capital Management
Cardinal Point Capital Management
Ontario, Canada
$51.6M +$22.7M 6 4.75% Increased
1905
Campbell Capital Management
Campbell Capital Management
Florida
$51.6M -$838K 4 30.09% Reduced
1906
CFSG
Community Financial Services Group
Vermont
$51.6M -$2.26M 6 11.19% Reduced
1907
Leith Wheeler Investment Counsel
Leith Wheeler Investment Counsel
British Columbia, Canada
$51.5M -$10.6M 4 3.58% Reduced
1908
Private Capital Advisors
Private Capital Advisors
Connecticut
$51.5M +$2.32M 5 6.16% Increased
1909
Gifford Fong Associates
Gifford Fong Associates
California
$51.5M $0 6 12.81% Maintained
1910
Csenge Advisory Group
Csenge Advisory Group
Florida
$51.3M -$1.67M 8 2.91% Reduced
1911
NWF Advisory Services
NWF Advisory Services
California
$51.3M -$6.33M 8 7.21% Reduced
1912
Supplemental Annuity Collective Trust (SACT) of New Jersey
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$51.1M -$1.51M 6 16.06% Reduced
1913
TAA
TB Alternative Assets
Cayman Islands
$51.1M +$38.3M 4 11.88% Increased
1914
Monetary Management Group
Monetary Management Group
Missouri
$51.1M +$383K 6 13.8% Increased
1915
MYDA Advisors
MYDA Advisors
New York
$50.9M +$20.8M 6 8.85% Increased
1916
Marks Group Wealth Management
Marks Group Wealth Management
Minnesota
$50.9M -$173K 6 4.9% Reduced
1917
Managed Asset Portfolios
Managed Asset Portfolios
Michigan
$50.8M +$7.09M 2 7.04% Increased
1918
East Coast Asset Management
East Coast Asset Management
Massachusetts
$50.8M -$1.44M 5 17.99% Reduced
1919
Good Life Advisors
Good Life Advisors
Pennsylvania
$50.8M +$134K 8 3.58% Increased
1920
Brasada Capital Management
Brasada Capital Management
Texas
$50.7M -$3.06M 4 10.08% Reduced
1921
Capital Group Investment Management
Capital Group Investment Management
Singapore
$50.6M -$1.9M 5 10.34% Reduced
1922
Bain Capital Public Equity Management II
Bain Capital Public Equity Management II
Massachusetts
$50.5M -$39.3M 1 3.98% Reduced
1923
Zhang Financial
Zhang Financial
Michigan
$50.5M +$2.54M 6 2.67% Increased
1924
Aaron Wealth Advisors
Aaron Wealth Advisors
Illinois
$50.5M +$1.46M 11 5.79% Increased
1925
GCM Grosvenor Holdings
GCM Grosvenor Holdings
Illinois
$50.4M -$7.76M 1 7.81% Reduced