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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
2326
Harbour Investment Management
Harbour Investment Management
Washington
$42.4M -$815K 5 18.32% Reduced
2327
Oak Harvest Investment Services
Oak Harvest Investment Services
Texas
$42.3M -$4.29M 8 5.31% Reduced
2328
Readystate Asset Management
Readystate Asset Management
Illinois
$42.3M +$16.7M 7 1.3% Increased
2329
1834 Investment Advisors
1834 Investment Advisors
Wisconsin
$42.3M -$1.88M 6 5.36% Reduced
2330
Ignite Planners
Ignite Planners
California
$42.3M -$268K 9 7.37% Reduced
2331
Abacus Planning Group
Abacus Planning Group
South Carolina
$42.3M +$309K 8 6.29% Increased
2332
St. Clair Advisors
St. Clair Advisors
Ohio
$42.3M +$1.15M 6 11.07% Increased
2333
Boston Research & Management
Boston Research & Management
Massachusetts
$42.3M -$409K 6 9.99% Reduced
2334
Castle Rock Wealth Management
Castle Rock Wealth Management
California
$42.3M +$1.53M 9 9.88% Increased
2335
Novo Holdings A/S
Novo Holdings A/S
Denmark
$42.2M $0 1 2.98% Maintained
2336
L.J. Altfest & Co
L.J. Altfest & Co
New York
$42.2M +$2.99M 7 4.98% Increased
2337
Miramar Capital
Miramar Capital
Illinois
$42.2M +$880K 3 9.98% Increased
2338
Lakewood Capital Management
Lakewood Capital Management
New York
$42.2M +$1.06M 2 3.15% Increased
2339
NVWM LLC
NVWM LLC
Pennsylvania
$42.2M -$4.63M 11 10.18% Reduced
2340
Jackson Hill Advisors
Jackson Hill Advisors
Texas
$42.1M +$1.4M 2 21.03% Increased
2341
Rings Capital Management
Rings Capital Management
Illinois
$42.1M $0 2 20.36% Maintained
2342
Brown, Lisle/Cummings
Brown, Lisle/Cummings
Rhode Island
$42.1M +$361K 13 11.2% Increased
2343
LWMM
Legacy Wealth Management (Mississippi)
Mississippi
$42M -$147K 5 12.78% Reduced
2344
TBH Global Asset Management
TBH Global Asset Management
Tennessee
$42M -$6.94M 7 8.98% Reduced
2345
Brady Family Wealth
Brady Family Wealth
Missouri
$42M -$921K 5 13% Reduced
2346
Mirova
Mirova
France
$41.9M +$4.24M 3 5.92% Increased
2347
CCM
Consolidated Capital Management
California
$41.9M +$1.51M 7 15.13% Increased
2348
Baker Ellis Asset Management
Baker Ellis Asset Management
Washington
$41.9M -$883K 5 5.75% Reduced
2349
Tradition Wealth Management
Tradition Wealth Management
Minnesota
$41.8M +$366K 7 3.34% Increased
2350
Round Rock Advisors
Round Rock Advisors
Connecticut
$41.8M +$213K 7 7.21% Increased