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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
2451
Journey Advisory Group
Journey Advisory Group
Kentucky
$26.9M +$3.66M 5 7.43% Increased
2452
Beck Bode LLC
Beck Bode LLC
Massachusetts
$26.8M +$7.13M 3 6.72% Increased
2453
Ardmore Road Asset Management
Ardmore Road Asset Management
New York
$26.8M +$27.2M 2 14.15% New
2454
Jacobi Capital Management
Jacobi Capital Management
Pennsylvania
$26.8M +$532K 7 3.2% Increased
2455
CX Institutional
CX Institutional
Indiana
$26.7M -$2.82M 8 2.13% Reduced
2456
KLCM
KG&L Capital Management
Louisiana
$26.7M +$1.85M 7 10.77% Increased
2457
Altrinsic Global Advisors
Altrinsic Global Advisors
Connecticut
$26.7M -$104M 1 0.85% Reduced
2458
6CM
683 Capital Management
New York
$26.7M -$3.42M 1 0.98% Reduced
2459
Nightview Capital
Nightview Capital
Texas
$26.7M $0 1 6.28% Maintained
2460
Insight Advisors
Insight Advisors
Pennsylvania
$26.6M -$1.09M 8 7.86% Reduced
2461
Ascent Wealth Partners
Ascent Wealth Partners
New York
$26.6M -$1.76M 6 4.74% Reduced
2462
Horan Capital Advisors
Horan Capital Advisors
Ohio
$26.6M +$548K 4 10.53% Increased
2463
Redwood Grove Capital
Redwood Grove Capital
California
$26.6M +$3.58M 2 12.47% Increased
2464
Confluence Wealth Services
Confluence Wealth Services
Pennsylvania
$26.5M +$26M 17 8.56% New
2465
Tsai Capital
Tsai Capital
New York
$26.5M +$2.63M 3 18.44% Increased
2466
Johanson Financial Advisors
Johanson Financial Advisors
California
$26.5M -$157K 5 8.13% Reduced
2467
Discovery Capital Management
Discovery Capital Management
Connecticut
$26.5M +$11.8M 2 1.99% Increased
2468
Triangle Securities Wealth Management
Triangle Securities Wealth Management
North Carolina
$26.5M -$108K 7 8.29% Reduced
2469
First Wilshire Securities Management
First Wilshire Securities Management
California
$26.5M -$353K 2 8.25% Reduced
2470
Platform Technology Partners
Platform Technology Partners
New York
$26.5M +$495K 9 11.63% Increased
2471
Oakcliff Capital Partners
Oakcliff Capital Partners
New York
$26.4M $0 1 12.08% Maintained
2472
Allred Capital Management
Allred Capital Management
Texas
$26.4M -$1.25M 7 12.78% Reduced
2473
Blue Edge Capital
Blue Edge Capital
Virginia
$26.4M -$149K 6 5.1% Reduced
2474
Viridian RIA
Viridian RIA
Washington
$26.4M +$14.8M 7 5.58% Increased
2475
Lead Edge Capital Management
Lead Edge Capital Management
New York
$26.4M +$6.48M 1 3.94% Increased