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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
Supplemental Annuity Collective Trust (SACT) of New Jersey
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$63.1M -$277K 6 17.79% Reduced
1902
Pennsylvania Capital Management
Pennsylvania Capital Management
Pennsylvania
$63.1M -$13M 7 20.18% Reduced
1903
Nishkama Capital LLC
Nishkama Capital LLC
Puerto Rico
$63.1M +$50.6M 3 2.3% Increased
1904
Zhang Financial
Zhang Financial
Michigan
$63.1M +$474K 6 2.91% Increased
1905
Steel Grove Capital Advisors
Steel Grove Capital Advisors
Tennessee
$63.1M +$22.9M 7 7.47% Increased
1906
Brooklyn Investment Group
Brooklyn Investment Group
New York
$63M +$30M 26 8.27% Increased
1907
Bender Robert & Associates
Bender Robert & Associates
California
$63M -$511K 5 14.06% Reduced
1908
Campbell Capital Management
Campbell Capital Management
Florida
$63M +$432K 3 24.55% Increased
1909
Hayek Kallen Investment Management
Hayek Kallen Investment Management
Alabama
$62.9M +$1.03M 6 21.38% Increased
1910
Intellectus Partners
Intellectus Partners
California
$62.7M -$719K 10 13.54% Reduced
1911
Bedell Frazier Investment Counselling
Bedell Frazier Investment Counselling
California
$62.5M -$65.1K 7 15.72% Reduced
1912
Main Street Financial Solutions
Main Street Financial Solutions
Pennsylvania
$62.3M +$20.8M 8 4.52% Increased
1913
HCR Wealth Advisors
HCR Wealth Advisors
California
$62.3M +$491K 6 7.34% Increased
1914
GPM Growth Investors
GPM Growth Investors
Michigan
$62.2M -$3K 5 24.71% Reduced
1915
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$61.9M +$7.6M 3 4.48% Increased
1916
Leuthold Group
Leuthold Group
Minnesota
$61.8M -$1.6M 6 7.38% Reduced
1917
MKC
M. Kraus & Co
Vermont
$61.8M -$474K 6 18.14% Reduced
1918
Sierra Summit Advisors
Sierra Summit Advisors
Nevada
$61.7M +$1M 9 10.99% Increased
1919
Constitution Capital
Constitution Capital
Connecticut
$61.7M -$365K 3 31.5% Reduced
1920
Rockline Wealth Management
Rockline Wealth Management
New York
$61.7M +$1.55M 7 14.6% Increased
1921
YLHM
Yelin Lapidot Holdings Management
Israel
$61.6M -$423K 5 11.26% Reduced
1922
New Hampshire Trust
New Hampshire Trust
New Hampshire
$61.6M +$240K 6 12.87% Increased
1923
Ipswich Investment Management
Ipswich Investment Management
Massachusetts
$61.6M -$585K 7 14.85% Reduced
1924
EFG Asset Management (Americas)
EFG Asset Management (Americas)
Florida
$61.6M -$329K 5 11.36% Reduced
1925
Manhattan West Asset Management
Manhattan West Asset Management
California
$61.5M +$1.78M 7 14.23% Increased