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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
2301
BlueCrest Capital Management
BlueCrest Capital Management
Jersey
$54.4M -$106M 4 1.63% Reduced
2302
Argonautica Private Wealth Management
Argonautica Private Wealth Management
Massachusetts
$54.4M -$3.99M 7 15.97% Reduced
2303
Wittenberg Investment Management
Wittenberg Investment Management
Massachusetts
$54.3M -$463K 4 20.83% Reduced
2304
Orion Investment Company
Orion Investment Company
Missouri
$54.3M -$280K 4 16.55% Reduced
2305
Arrow Financial
Arrow Financial
New York
$54.3M -$1.75M 7 5.41% Reduced
2306
WIM
WIM Investment Management
Hong Kong
$54.3M +$8.75M 3 14.02% Increased
2307
MA
Menlo Advisors
California
$54.2M -$1.37M 4 24.35% Reduced
2308
111 Capital
111 Capital
France
$54.1M -$4.13M 9 11.81% Reduced
2309
Wilsey Asset Management
Wilsey Asset Management
California
$54.1M +$229K 2 8.4% Increased
2310
Walter & Keenan Wealth Management
Walter & Keenan Wealth Management
Indiana
$54M -$1.22M 6 14.48% Reduced
2311
Dividend Assets Capital
Dividend Assets Capital
South Carolina
$54M -$3.87M 6 10.32% Reduced
2312
Citizens Business Bank
Citizens Business Bank
California
$53.9M +$5.94M 7 8.91% Increased
2313
Rench Wealth Management
Rench Wealth Management
Texas
$53.9M -$1.17M 4 15.44% Reduced
2314
Platform Technology Partners
Platform Technology Partners
New York
$53.9M +$3.11M 9 11.47% Increased
2315
Pavion Blue Capital
Pavion Blue Capital
California
$53.8M -$224K 5 22.35% Reduced
2316
RB Capital Management
RB Capital Management
Nevada
$53.8M +$243K 6 10.69% Increased
2317
Lead Edge Capital Management
Lead Edge Capital Management
New York
$53.7M -$22M 1 13.78% Reduced
2318
Hanson & Doremus Investment Management
Hanson & Doremus Investment Management
Vermont
$53.7M -$1.74M 9 6.46% Reduced
2319
Asset One Wealth Management
Asset One Wealth Management
Washington
$53.7M +$56.1M 6 7.36% New
2320
Scholtz & Company
Scholtz & Company
Connecticut
$53.7M +$1.26M 3 23.32% Increased
2321
Glen Eagle Advisors
Glen Eagle Advisors
New Jersey
$53.7M -$931K 14 7.31% Reduced
2322
Asset Dedication LLC
Asset Dedication LLC
California
$53.6M -$471K 18 3.52% Reduced
2323
Legacy Financial Advisors
Legacy Financial Advisors
Kentucky
$53.6M +$565K 8 7.41% Increased
2324
Haverford Financial Services
Haverford Financial Services
Pennsylvania
$53.5M -$2.3M 3 15% Reduced
2325
Liberty Capital Management
Liberty Capital Management
Michigan
$53.5M -$647K 5 9.97% Reduced