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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
GM Advisory Group
GM Advisory Group
New York
$39.7M +$2.19M 7 3.29% Increased
1927
Azzad Asset Management
Azzad Asset Management
Virginia
$39.7M +$1.14M 5 5.33% Increased
1928
SlateStone Wealth
SlateStone Wealth
Florida
$39.7M -$284K 7 7.43% Reduced
1929
Avalon Global Asset Management
Avalon Global Asset Management
California
$39.6M -$398K 5 14.63% Reduced
1930
Cardinal Capital Management Inc (Canada)
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$39.5M -$579K 2 1.98% Reduced
1931
Vantage Wealth
Vantage Wealth
California
$39.4M -$4.23M 4 10.13% Reduced
1932
Maytus Capital Management
Maytus Capital Management
New York
$39.4M +$16.9M 6 19.42% Increased
1933
Algert Global
Algert Global
California
$39.4M +$1.23M 15 1.71% Increased
1934
Intellectus Partners
Intellectus Partners
California
$39.4M -$418K 8 11.81% Reduced
1935
Westwind Capital
Westwind Capital
New Mexico
$39.4M -$13.4M 4 11.02% Reduced
1936
Two Point Capital Management
Two Point Capital Management
New York
$39.3M -$162K 3 20.52% Reduced
1937
Duff & Phelps Investment Management
Duff & Phelps Investment Management
Illinois
$39.3M +$174K 6 0.48% Increased
1938
PT
Plimoth Trust
Massachusetts
$39.3M -$398K 6 11.75% Reduced
1939
Davis Rea
Davis Rea
Ontario, Canada
$39.3M -$1.56M 3 22.03% Reduced
1940
Sigma Investment Counselors
Sigma Investment Counselors
Michigan
$39.2M +$859K 6 2.88% Increased
1941
Force Hill Capital Management
Force Hill Capital Management
New York
$39.1M -$575K 4 8.46% Reduced
1942
JCIC Asset Management
JCIC Asset Management
Ontario, Canada
$39.1M -$2.42M 5 17.74% Reduced
1943
Genus Capital Management
Genus Capital Management
British Columbia, Canada
$39M +$35.7M 7 5.75% New
1944
Alpha Omega Wealth Management
Alpha Omega Wealth Management
Virginia
$39M -$1.07M 8 6.6% Reduced
1945
Crosslink Capital
Crosslink Capital
California
$39M -$12.1M 2 6.45% Reduced
1946
Buffington Mohr McNeal
Buffington Mohr McNeal
Idaho
$39M +$558K 6 8.42% Increased
1947
Whitener Capital Management
Whitener Capital Management
North Carolina
$38.9M -$66.8K 8 14.94% Reduced
1948
Strategic Blueprint
Strategic Blueprint
Georgia
$38.9M -$1.29M 7 3.7% Reduced
1949
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management
New Jersey
$38.9M -$4.37M 8 2.3% Reduced
1950
Portolan Capital Management
Portolan Capital Management
Massachusetts
$38.9M -$6.8M 6 3.44% Reduced