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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
America First Investment Advisors
America First Investment Advisors
Nebraska
$15.9M -$229K 6 4.88% Reduced
2052
Hilltop Holdings
Hilltop Holdings
Texas
$15.8M +$1.39M 8 3.37% Increased
2053
Orca Investment Management
Orca Investment Management
Oregon
$15.8M -$382K 7 18.06% Reduced
2054
First Mercantile Trust
First Mercantile Trust
Tennessee
$15.8M -$1.98M 12 3.71% Reduced
2055
MYCIO Wealth Partners
MYCIO Wealth Partners
Pennsylvania
$15.8M -$215K 6 1.31% Reduced
2056
Bright Rock Capital Management
Bright Rock Capital Management
Massachusetts
$15.8M $0 2 5.29% Maintained
2057
MA
Menlo Advisors
California
$15.8M -$128K 3 11.26% Reduced
2058
QVT Financial
QVT Financial
New York
$15.8M $0 1 3.97% Maintained
2059
Camden National Bank
Camden National Bank
Maine
$15.8M -$363K 5 3.81% Reduced
2060
Beech Hill Advisors
Beech Hill Advisors
New York
$15.8M +$2.22M 5 9.72% Increased
2061
OIA
Optimum Investment Advisors
Illinois
$15.7M -$97.7K 11 5.17% Reduced
2062
Intersect Capital
Intersect Capital
California
$15.7M -$168K 7 6.61% Reduced
2063
LaFleur & Godfrey
LaFleur & Godfrey
Michigan
$15.7M +$479K 2 4.04% Increased
2064
Azzad Asset Management
Azzad Asset Management
Virginia
$15.7M +$95.9K 6 4.54% Increased
2065
Executive Wealth Management
Executive Wealth Management
Michigan
$15.6M +$2.43M 12 2.8% Increased
2066
Tikehau Investment Management
Tikehau Investment Management
France
$15.4M +$3.37M 1 4.83% Increased
2067
Ferris Capital
Ferris Capital
Massachusetts
$15.4M +$1.55M 12 5.64% Increased
2068
ExodusPoint Capital Management
ExodusPoint Capital Management
New York
$15.4M -$73.4M 11 1.14% Reduced
2069
Xcel Wealth Management
Xcel Wealth Management
Florida
$15.4M +$2.31M 8 15.83% Increased
2070
AIA
AIMZ Investment Advisors
California
$15.3M +$162K 7 10.5% Increased
2071
Legacy Advisors
Legacy Advisors
Pennsylvania
$15.3M +$7.31M 9 4.96% Increased
2072
Hendley & Co
Hendley & Co
Ohio
$15.3M +$29K 3 7.83% Increased
2073
Northstar Wealth Partners
Northstar Wealth Partners
Connecticut
$15.2M +$733K 7 6.96% Increased
2074
BSPF
British Steel Pension Fund
United Kingdom
$15.2M -$1.23M 8 2.65% Reduced
2075
Precept Management
Precept Management
Texas
$15.2M -$1.31M 2 6.83% Reduced