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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
Archford Capital Strategies
Archford Capital Strategies
Illinois
$34.9M -$2.41M 8 6.39% Reduced
2202
Platform Technology Partners
Platform Technology Partners
New York
$34.9M +$835K 9 13.55% Increased
2203
CG
Cutler Group
California
$34.9M +$6.51M 25 3.12% Increased
2204
Next Century Growth Investors
Next Century Growth Investors
Minnesota
$34.9M +$6.52M 3 3.39% Increased
2205
Blackhill Capital
Blackhill Capital
New Jersey
$34.9M +$427K 4 2.79% Increased
2206
Polymer Capital Management (HK)
Polymer Capital Management (HK)
Hong Kong
$34.8M +$33.7M 6 12.04% New
2207
Verde Servicos Internacionais
Verde Servicos Internacionais
Brazil
$34.8M +$13.6M 2 13.91% Increased
2208
Cornerstone Wealth Group
Cornerstone Wealth Group
North Carolina
$34.8M -$3.5M 6 4.98% Reduced
2209
Pavion Blue Capital
Pavion Blue Capital
California
$34.7M -$83K 5 19.15% Reduced
2210
TP
Thunderbird Partners
United Kingdom
$34.7M +$2.17M 1 7.49% Increased
2211
Nicola Wealth Management
Nicola Wealth Management
British Columbia, Canada
$34.7M -$6.07M 2 3.64% Reduced
2212
Drexel Morgan & Co
Drexel Morgan & Co
Pennsylvania
$34.7M -$17.8K 3 8.02% Reduced
2213
Connecticut Wealth Management
Connecticut Wealth Management
Connecticut
$34.6M +$8.36M 6 1.99% Increased
2214
SHFA
SS&H Financial Advisors
Michigan
$34.6M +$546K 6 14.66% Increased
2215
NTV Asset Management
NTV Asset Management
West Virginia
$34.5M -$494K 7 5.81% Reduced
2216
Boyd Watterson Asset Management
Boyd Watterson Asset Management
Ohio
$34.5M +$36K 10 13.63% Increased
2217
Kiltearn Partners
Kiltearn Partners
United Kingdom
$34.5M -$1.68M 1 2.65% Reduced
2218
NFJ Investment Group
NFJ Investment Group
Texas
$34.5M -$2.84M 3 0.95% Reduced
2219
Point72 Italy
Point72 Italy
Italy
$34.5M +$32.3M 2 20.02% New
2220
Lincoln Capital Corp
Lincoln Capital Corp
Rhode Island
$34.4M +$182K 5 16.81% Increased
2221
Gavilan Investment Partners
Gavilan Investment Partners
California
$34.4M $0 1 12.79% Maintained
2222
KAM
Kinney Asset Management
Illinois
$34.3M -$5.13M 1 23.67% Reduced
2223
Herald Investment Management
Herald Investment Management
United Kingdom
$34.2M -$1.35M 10 6.53% Reduced
2224
Gryphon Financial Partners
Gryphon Financial Partners
Ohio
$34.2M +$5.14M 6 6.04% Increased
2225
DT Investment Partners
DT Investment Partners
Pennsylvania
$34.1M +$944K 7 3.69% Increased