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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
2076
BBR Partners
BBR Partners
New York
$16.3M -$707K 6 2.49% Reduced
2077
First Mercantile Trust
First Mercantile Trust
Tennessee
$16.3M +$535K 9 1.73% Increased
2078
Rossmore Private Capital
Rossmore Private Capital
Connecticut
$16.3M +$2.07M 6 5.47% Increased
2079
Naples Global Advisors
Naples Global Advisors
Florida
$16.3M -$324K 7 3.8% Reduced
2080
Moneta Group Investment Advisors
Moneta Group Investment Advisors
Missouri
$16.2M +$2.67M 7 1.52% Increased
2081
Parkside Investments
Parkside Investments
Illinois
$16.2M -$285K 4 4.34% Reduced
2082
UBS O'Connor
UBS O'Connor
Illinois
$16.2M -$699K 6 0.45% Reduced
2083
Morgens Waterfall Vintiadis & Co
Morgens Waterfall Vintiadis & Co
New York
$16.2M -$765K 3 12.44% Reduced
2084
Boston Research & Management
Boston Research & Management
Massachusetts
$16.2M +$67.7K 5 6.4% Increased
2085
Fort Sheridan Advisors
Fort Sheridan Advisors
Illinois
$16.1M -$893K 7 9.03% Reduced
2086
Hamilton Wealth
Hamilton Wealth
California
$16.1M +$1.02M 4 11.46% Increased
2087
Sky Investment Group
Sky Investment Group
Connecticut
$16.1M +$339K 4 5.54% Increased
2088
SimplyRich
SimplyRich
California
$16.1M -$237K 6 8.78% Reduced
2089
Precept Management
Precept Management
Texas
$16M $0 2 9.65% Maintained
2090
LBC
Lawrence B. Cohen
$16M +$1.03M 5 10.49% Increased
2091
Bright Rock Capital Management
Bright Rock Capital Management
Massachusetts
$16M -$988K 2 5.01% Reduced
2092
Northstar Wealth Partners
Northstar Wealth Partners
Connecticut
$16M +$76K 7 7.02% Increased
2093
Kelleher Financial Advisors
Kelleher Financial Advisors
New York
$16M -$343K 6 19.51% Reduced
2094
Landscape Capital Management
Landscape Capital Management
New Jersey
$16M +$9.4M 10 1.18% Increased
2095
Thames Capital Management
Thames Capital Management
New Jersey
$15.9M -$16.4M 1 4.73% Reduced
2096
Orca Investment Management
Orca Investment Management
Oregon
$15.9M -$1.06M 7 18.71% Reduced
2097
Herald Investment Management
Herald Investment Management
United Kingdom
$15.9M +$830K 8 4.72% Increased
2098
Everett Capital Advisors (UK)
Everett Capital Advisors (UK)
United Kingdom
$15.8M +$722K 1 2.56% Increased
2099
PGM
Parian Global Management
New York
$15.8M +$15.4M 1 7.18% New
2100
Fragasso Financial Advisors
Fragasso Financial Advisors
Pennsylvania
$15.8M +$366K 5 2.93% Increased