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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
2051
Van Hulzen Asset Management
Van Hulzen Asset Management
California
$13.7M +$40.4K 6 3.96% Increased
2052
Valley National Advisers
Valley National Advisers
Pennsylvania
$13.7M +$694K 13 4.43% Increased
2053
One Capital Management
One Capital Management
California
$13.6M +$131K 6 2.77% Increased
2054
Numen Capital
Numen Capital
United Kingdom
$13.6M +$8.77M 3 31.89% Increased
2055
Blackcrane Capital
Blackcrane Capital
Washington
$13.6M +$2.62M 1 18.68% Increased
2056
Manchester Capital Management
Manchester Capital Management
Vermont
$13.6M +$78.2K 10 2.08% Increased
2057
Advanced Asset Management Advisors
Advanced Asset Management Advisors
Ohio
$13.6M +$8.27M 4 4.36% Increased
2058
Intersect Capital
Intersect Capital
California
$13.6M +$2.17M 7 6.53% Increased
2059
Toth Financial Advisory
Toth Financial Advisory
Virginia
$13.6M -$974K 11 3.72% Reduced
2060
WA
WealthTrust Axiom
Pennsylvania
$13.6M +$769K 5 5.57% Increased
2061
Investure LLC
Investure LLC
Virginia
$13.6M +$14.7M 1 2.76% New
2062
CIA
Covington Investment Advisors
Pennsylvania
$13.6M -$3.51M 3 5.16% Reduced
2063
Orca Investment Management
Orca Investment Management
Oregon
$13.6M -$3.53M 7 17.38% Reduced
2064
Aristotle Atlantic Partners
Aristotle Atlantic Partners
Florida
$13.6M +$6.52M 4 4.78% Increased
2065
OIA
Optimum Investment Advisors
Illinois
$13.6M -$899K 11 4.66% Reduced
2066
NVWM LLC
NVWM LLC
Pennsylvania
$13.6M +$67.1K 6 10.16% Increased
2067
Game Creek Capital
Game Creek Capital
Massachusetts
$13.5M +$2.18M 4 6.36% Increased
2068
Hudson Way Capital Management
Hudson Way Capital Management
Texas
$13.5M +$7.33M 2 7.9% Increased
2069
Rice Hall James & Associates
Rice Hall James & Associates
California
$13.5M +$8.56M 2 0.49% Increased
2070
Quadrant Capital Group
Quadrant Capital Group
Ohio
$13.4M +$921K 18 3.58% Increased
2071
Atlantic Union Bankshares
Atlantic Union Bankshares
Virginia
$13.4M -$2.23M 6 4.36% Reduced
2072
Centaurus Financial
Centaurus Financial
California
$13.4M +$346K 11 2.96% Increased
2073
Altium Wealth Management
Altium Wealth Management
New York
$13.4M +$135K 6 2.55% Increased
2074
Azzad Asset Management
Azzad Asset Management
Virginia
$13.3M -$831K 6 4.49% Reduced
2075
Cider Mill Investments
Cider Mill Investments
Connecticut
$13.3M -$19.8M 1 8.86% Reduced