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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
2201
Soltis Investment Advisors
Soltis Investment Advisors
Utah
$29.7M +$4M 8 4.71% Increased
2202
Exane Asset Management
Exane Asset Management
France
$29.7M +$22.6M 2 6.74% Increased
2203
Riggs Asset Management
Riggs Asset Management
Pennsylvania
$29.6M +$1.75M 11 8.24% Increased
2204
Alpha Capital Management
Alpha Capital Management
Texas
$29.6M -$443K 6 6.94% Reduced
2205
Nishkama Capital LLC
Nishkama Capital LLC
Puerto Rico
$29.5M +$28.4M 4 6.75% New
2206
Arden Trust
Arden Trust
Delaware
$29.5M -$2.17M 12 4.84% Reduced
2207
Royal Fund Management
Royal Fund Management
Florida
$29.5M +$4.61M 9 4.88% Increased
2208
Harbour Investment Management
Harbour Investment Management
Washington
$29.4M -$677K 4 14.74% Reduced
2209
Asset Dedication LLC
Asset Dedication LLC
California
$29.4M +$4.82M 17 4.38% Increased
2210
BCM
Bayesian Capital Management
New York
$29.4M +$6.58M 5 7.67% Increased
2211
XS
XR Securities
Illinois
$29.3M +$1.48M 8 12.28% Increased
2212
Granahan Investment Management
Granahan Investment Management
Massachusetts
$29.2M +$2.28M 3 0.54% Increased
2213
Peachtree Investment Partners
Peachtree Investment Partners
Florida
$29.2M +$2.36M 4 14.25% Increased
2214
York Capital Management Global Advisors
York Capital Management Global Advisors
New York
$29.1M -$5.82M 3 3.27% Reduced
2215
Consolidated Investment Group
Consolidated Investment Group
Colorado
$29.1M +$2.88M 4 4.84% Increased
2216
Greatmark Investment Partners
Greatmark Investment Partners
Georgia
$29.1M -$449K 6 5.26% Reduced
2217
Geneva Partners
Geneva Partners
Wisconsin
$29M +$1.66M 3 13.29% Increased
2218
Blueshift Asset Management
Blueshift Asset Management
New Jersey
$29M +$5.24M 18 1.59% Increased
2219
Venturi Wealth Management
Venturi Wealth Management
Texas
$29M +$2.28M 7 2.58% Increased
2220
Shepherd Financial Partners
Shepherd Financial Partners
Massachusetts
$28.9M -$658K 6 5.5% Reduced
2221
NME
Notis-McConarty Edward
$28.9M -$1.18M 5 10.71% Reduced
2222
W.H. Reaves & Co
W.H. Reaves & Co
New Jersey
$28.9M -$28K 2 0.94% Reduced
2223
Capital Asset Advisory Services
Capital Asset Advisory Services
Michigan
$28.9M -$2.96M 14 3.17% Reduced
2224
Sargent Investment Group
Sargent Investment Group
Maryland
$28.8M +$3.18M 7 6.85% Increased
2225
CP
Columbus Point
United Kingdom
$28.8M +$2.88M 1 12.85% Increased