← All themes

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
Vicus Capital
Vicus Capital
Pennsylvania
$53.8M +$874K 6 4.87% Increased
1952
Aspiriant LLC
Aspiriant LLC
California
$53.8M -$3.34M 8 2.19% Reduced
1953
JCIC Asset Management
JCIC Asset Management
Ontario, Canada
$53.8M -$434K 5 22.13% Reduced
1954
Apriem Advisors
Apriem Advisors
California
$53.8M -$92.5K 6 6.58% Reduced
1955
HBK Investments
HBK Investments
Texas
$53.7M +$49.5M 1 0.24% New
1956
Atwood & Palmer
Atwood & Palmer
Missouri
$53.6M -$381K 8 4.06% Reduced
1957
Bank Pictet & Cie (Asia)
Bank Pictet & Cie (Asia)
Singapore
$53.5M +$9.3M 5 3.4% Increased
1958
NKCFO LLC
NKCFO LLC
Illinois
$53.5M -$663K 4 29.19% Reduced
1959
Punch & Associates Investment Management
Punch & Associates Investment Management
Minnesota
$53.5M -$2.23M 3 3.13% Reduced
1960
Alpine Woods Capital Investors
Alpine Woods Capital Investors
New York
$53.4M +$3.73M 7 8.24% Increased
1961
Cassaday & Co Wealth Management
Cassaday & Co Wealth Management
Virginia
$53.4M +$1.21M 6 1.68% Increased
1962
Hedeker Wealth
Hedeker Wealth
Illinois
$53.3M -$3.93M 4 15.46% Reduced
1963
Smithbridge Asset Management
Smithbridge Asset Management
Pennsylvania
$53.3M -$3.38M 6 11.07% Reduced
1964
First Fiduciary Investment Counsel
First Fiduciary Investment Counsel
Ohio
$53.3M -$733K 4 11.55% Reduced
1965
NWAM LLC
NWAM LLC
Washington
$53.2M -$110M 4 15.64% Reduced
1966
RFMS
RWQ Financial Management Services
Florida
$53.1M +$9.7M 4 19.25% Increased
1967
Koshinski Asset Management
Koshinski Asset Management
Illinois
$52.9M +$6.49M 8 4.91% Increased
1968
Atlas Capital Advisors
Atlas Capital Advisors
Wyoming
$52.8M +$30.7M 13 6.86% Increased
1969
PT
Plimoth Trust
Massachusetts
$52.8M -$1.51M 6 14.09% Reduced
1970
Rehmann Capital Advisory Group
Rehmann Capital Advisory Group
Michigan
$52.8M -$1.12M 9 3.78% Reduced
1971
Norden Group
Norden Group
Utah
$52.8M -$2.23M 9 10.67% Reduced
1972
Bank Hapoalim BM
Bank Hapoalim BM
Israel
$52.6M -$93.7K 9 7.44% Reduced
1973
Westwind Capital
Westwind Capital
New Mexico
$52.5M -$18.5M 4 13.03% Reduced
1974
Bedell Frazier Investment Counselling
Bedell Frazier Investment Counselling
California
$52.5M -$1.32M 5 12.66% Reduced
1975
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management
New Jersey
$52.5M +$3.24M 10 2.7% Increased