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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
1951
Punch & Associates Investment Management
Punch & Associates Investment Management
Minnesota
$49.3M -$5.3M 3 2.81% Reduced
1952
Destiny Wealth Partners
Destiny Wealth Partners
Florida
$49.2M -$376K 5 8.83% Reduced
1953
Rehmann Capital Advisory Group
Rehmann Capital Advisory Group
Michigan
$49.2M +$7.31K 9 3.67% Increased
1954
CoreCap Advisors
CoreCap Advisors
Michigan
$49.2M +$6.66M 24 2.61% Increased
1955
Vicus Capital
Vicus Capital
Pennsylvania
$49.2M +$1.72M 6 4.48% Increased
1956
Canvas Wealth Advisors
Canvas Wealth Advisors
Kansas
$49.1M +$735K 5 16.49% Increased
1957
Cypress Asset Management
Cypress Asset Management
Texas
$49M +$664K 5 13.29% Increased
1958
Hodges Capital Management
Hodges Capital Management
Texas
$49M -$18.3M 6 3.11% Reduced
1959
Frank Rimerman Advisors
Frank Rimerman Advisors
California
$49M +$1.13M 10 9.43% Increased
1960
Keel Point
Keel Point
Alabama
$48.9M +$5.38M 7 5.06% Increased
1961
Providence Capital Advisors
Providence Capital Advisors
North Carolina
$48.9M +$5.47M 10 10.67% Increased
1962
Farley Capital
Farley Capital
New York
$48.8M -$86.6K 4 45.94% Reduced
1963
Bank Hapoalim BM
Bank Hapoalim BM
Israel
$48.8M +$7.64M 9 6.32% Increased
1964
Conning Inc
Conning Inc
Connecticut
$48.8M -$985K 6 1.6% Reduced
1965
JCIC Asset Management
JCIC Asset Management
Ontario, Canada
$48.8M +$207K 5 20.1% Increased
1966
Granahan Investment Management
Granahan Investment Management
Massachusetts
$48.7M -$823K 4 1.71% Reduced
1967
Duncker Streett & Co
Duncker Streett & Co
Missouri
$48.6M +$358K 7 9.6% Increased
1968
Intellectus Partners
Intellectus Partners
California
$48.6M -$298K 9 12.79% Reduced
1969
Goldstream Capital Management
Goldstream Capital Management
Hong Kong
$48.6M +$1.91M 3 27.4% Increased
1970
Greenhouse Funds
Greenhouse Funds
Maryland
$48.6M +$43.7M 1 2.93% New
1971
Bell Bank
Bell Bank
North Dakota
$48.6M +$5.33M 7 4.18% Increased
1972
Family Management
Family Management
New York
$48.6M +$180K 5 8.94% Increased
1973
Marks Group Wealth Management
Marks Group Wealth Management
Minnesota
$48.5M +$1.17M 7 5.07% Increased
1974
Cubic Asset Management
Cubic Asset Management
Massachusetts
$48.5M -$3.96M 4 11.48% Reduced
1975
Duff & Phelps Investment Management
Duff & Phelps Investment Management
Illinois
$48.5M -$1.32M 6 0.58% Reduced