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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
2376
Legacy Financial Advisors
Legacy Financial Advisors
Kentucky
$35.2M +$153K 7 5.92% Increased
2377
Next Century Growth Investors
Next Century Growth Investors
Minnesota
$35.2M -$5.7M 3 2.85% Reduced
2378
CastleKnight Management
CastleKnight Management
New York
$35.1M -$6.19M 11 1.45% Reduced
2379
SPC
Stony Point Capital
New York
$35.1M +$912K 3 8.38% Increased
2380
Freedom Investment Management
Freedom Investment Management
Connecticut
$35.1M +$2.35M 14 2.8% Increased
2381
Stone Summit Wealth
Stone Summit Wealth
Florida
$35.1M -$117K 6 11.32% Reduced
2382
GenTrust
GenTrust
Florida
$35.1M +$6.48M 5 1.72% Increased
2383
Anchor Capital Advisors
Anchor Capital Advisors
Massachusetts
$35M -$610K 5 0.93% Reduced
2384
Edgestream Partners
Edgestream Partners
New Jersey
$35M -$6.47M 5 1.54% Reduced
2385
Oak Grove Capital
Oak Grove Capital
New Hampshire
$35M +$2.96M 4 5.74% Increased
2386
Sora Investors
Sora Investors
Pennsylvania
$35M -$19.6M 3 6.11% Reduced
2387
Bellwether Advisors
Bellwether Advisors
Nebraska
$34.9M +$5.54M 5 6.71% Increased
2388
Aurora Investment Managers
Aurora Investment Managers
Florida
$34.9M -$380K 5 22.35% Reduced
2389
Harrington Investments
Harrington Investments
California
$34.9M -$464K 5 19.03% Reduced
2390
Infusive Asset Management
Infusive Asset Management
New York
$34.9M +$863K 2 14.71% Increased
2391
LRI Investments
LRI Investments
Florida
$34.8M +$22.7M 16 3.38% Increased
2392
Stelac Advisory Services
Stelac Advisory Services
New York
$34.8M +$397K 6 14.11% Increased
2393
Harmony Asset Management
Harmony Asset Management
Arizona
$34.8M +$1.49M 6 12.79% Increased
2394
Graves Light Lenhart Wealth
Graves Light Lenhart Wealth
Virginia
$34.8M -$7.54M 6 4.28% Reduced
2395
HRC
Hoertkorn Richard Charles
$34.8M -$1.55M 5 15.01% Reduced
2396
DLK Investment Management
DLK Investment Management
California
$34.8M +$3.94M 7 13.32% Increased
2397
Blume Capital Management
Blume Capital Management
California
$34.8M +$312K 10 7.78% Increased
2398
VCM
Viewpoint Capital Management
Washington
$34.8M +$704K 6 19.44% Increased
2399
P. Schoenfeld Asset Management (PSAM)
P. Schoenfeld Asset Management (PSAM)
New York
$34.7M +$14.8M 1 8.47% Increased
2400
KLCM
KG&L Capital Management
Louisiana
$34.7M +$2.11M 5 11.18% Increased