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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
1926
Susquehanna International Group (Ireland)
Susquehanna International Group (Ireland)
Ireland
$39.6M +$29.8M 5 13.53% Increased
1927
American Assets Investment Management
American Assets Investment Management
California
$39.5M +$3.77M 4 5.17% Increased
1928
QV Investors
QV Investors
Alberta, Canada
$39.5M +$2.55M 3 2.41% Increased
1929
Financial Avengers
Financial Avengers
California
$39.5M -$2.87K 6 26.75% Reduced
1930
GWSG
GPS Wealth Strategies Group
Colorado
$39.5M +$95.8K 14 10.03% Increased
1931
Trust Company of Kansas
Trust Company of Kansas
Kansas
$39.4M +$1.1M 5 22.33% Increased
1932
Atwood & Palmer
Atwood & Palmer
Missouri
$39.4M -$4.3M 9 3.54% Reduced
1933
Brightworth
Brightworth
Georgia
$39.4M +$1.7M 6 3.36% Increased
1934
Thames Capital Management
Thames Capital Management
New Jersey
$39.4M +$2.64M 2 9.23% Increased
1935
Avory & Company
Avory & Company
Florida
$39.3M -$5.97M 2 21.84% Reduced
1936
PWW
Pettyjohn Wood & White
Virginia
$39.3M -$889K 6 8.8% Reduced
1937
Hohimer Wealth Management
Hohimer Wealth Management
Washington
$39.3M +$3.39M 5 8.03% Increased
1938
CCC
Chelsea Counsel Company
California
$39.2M +$297K 5 18.08% Increased
1939
Condor Capital Management
Condor Capital Management
New Jersey
$39.2M -$436K 6 4.33% Reduced
1940
Optimal Asset Management
Optimal Asset Management
California
$39.2M +$6.32M 9 4.64% Increased
1941
Managed Asset Portfolios
Managed Asset Portfolios
Michigan
$39.1M +$634K 2 5.83% Increased
1942
Redwood Investments
Redwood Investments
Massachusetts
$39M +$4.33M 5 3.15% Increased
1943
NG
Northstar Group
New York
$39M +$1.47M 7 10.22% Increased
1944
Octavia Wealth Advisors
Octavia Wealth Advisors
Ohio
$39M +$790K 6 10.29% Increased
1945
Harber Asset Management
Harber Asset Management
North Carolina
$39M +$2.21M 3 9.24% Increased
1946
IP
Interval Partners
New York
$39M -$65.3M 3 1.61% Reduced
1947
WESPAC Advisors SoCal
WESPAC Advisors SoCal
California
$38.9M +$2.43M 3 12.9% Increased
1948
Ramsay Stattman Vela & Price
Ramsay Stattman Vela & Price
Colorado
$38.9M -$232K 3 9.62% Reduced
1949
Clear Harbor Asset Management
Clear Harbor Asset Management
Connecticut
$38.8M +$917K 8 4.7% Increased
1950
Nixon Peabody Trust
Nixon Peabody Trust
Massachusetts
$38.8M -$1.9M 4 14.94% Reduced