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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
2401
111 Capital
111 Capital
France
$39.2M +$38.1M 11 8.24% New
2402
NorthStar Asset Management (Massachusetts)
NorthStar Asset Management (Massachusetts)
Massachusetts
$39.2M -$884K 4 10.3% Reduced
2403
Hartford Financial Management
Hartford Financial Management
Connecticut
$39.2M +$146K 10 8.03% Increased
2404
Platform Technology Partners
Platform Technology Partners
New York
$39.2M -$201K 7 11.87% Reduced
2405
Round Rock Advisors
Round Rock Advisors
Connecticut
$39.2M +$1.16M 7 8.03% Increased
2406
ZEGA Investments
ZEGA Investments
Florida
$39M +$35.4M 6 9.8% New
2407
Kentucky Retirement Systems Insurance Trust Fund
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$39M -$69.2M 8 6.74% Reduced
2408
VCM
Viewpoint Capital Management
Washington
$39M +$175K 6 20.49% Increased
2409
JT Stratford LLC
JT Stratford LLC
Georgia
$39M +$2.27M 7 6.41% Increased
2410
BIMC
Benson Investment Management Company
Virginia
$39M -$7.3M 5 16.2% Reduced
2411
Tyler-Stone Wealth Management
Tyler-Stone Wealth Management
Ohio
$39M +$1.7M 9 6.93% Increased
2412
DT Investment Partners
DT Investment Partners
Pennsylvania
$39M -$1.18M 8 3.3% Reduced
2413
Snider Financial Group
Snider Financial Group
Washington
$39M +$14M 5 12.07% Increased
2414
White Pine Investment Company
White Pine Investment Company
Michigan
$39M -$76.7K 3 10.52% Reduced
2415
CCM
Consolidated Capital Management
California
$38.9M -$216K 3 16.97% Reduced
2416
GSA Capital Partners
GSA Capital Partners
United Kingdom
$38.9M +$7.11M 19 2.88% Increased
2417
Advisor OS
Advisor OS
Illinois
$38.8M +$488K 8 4.5% Increased
2418
Oak Grove Capital
Oak Grove Capital
New Hampshire
$38.8M +$3.58M 5 5.79% Increased
2419
Gardner Lewis Asset Management
Gardner Lewis Asset Management
Pennsylvania
$38.8M -$4.36M 3 9.41% Reduced
2420
one8zero8 LLC
one8zero8 LLC
North Carolina
$38.8M +$37.9M 8 8.36% New
2421
Guardian Wealth Advisors (North Carolina)
Guardian Wealth Advisors (North Carolina)
North Carolina
$38.8M +$5.1M 7 3.06% Increased
2422
Selway Asset Management
Selway Asset Management
$38.8M +$771K 6 15.23% Increased
2423
Watts Gwilliam & Co
Watts Gwilliam & Co
Arizona
$38.7M -$2.1M 7 8.18% Reduced
2424
Occidental Asset Management
Occidental Asset Management
California
$38.7M +$5.39M 6 6.04% Increased
2425
Brown, Lisle/Cummings
Brown, Lisle/Cummings
Rhode Island
$38.7M +$1.27M 10 11.54% Increased