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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
651
Stephens Inc
Stephens Inc
Arkansas
$285M -$172K 10 4.64% Reduced
652
GPCM
Greenbrier Partners Capital Management
Texas
$282M $0 4 26.65% Maintained
653
Spire Wealth Management
Spire Wealth Management
Virginia
$281M -$36.5M 23 7.53% Reduced
654
Heritage Investors Management Corp
Heritage Investors Management Corp
Maryland
$281M +$5.5M 9 11.23% Increased
655
Independent Advisor Alliance
Independent Advisor Alliance
North Carolina
$281M +$20.4M 13 13.5% Increased
656
Graham Holdings Company
Graham Holdings Company
Virginia
$280M -$2.72M 1 35.23% Reduced
657
Anomaly Capital Management
Anomaly Capital Management
New York
$280M +$140M 2 12.23% Increased
658
Capital Wealth Planning
Capital Wealth Planning
Florida
$280M +$31.6M 5 5.66% Increased
659
J.L. Bainbridge & Co
J.L. Bainbridge & Co
Florida
$280M +$38.1M 4 31.85% Increased
660
Clark Capital Management Group
Clark Capital Management Group
Pennsylvania
$279M +$34.8M 8 3.12% Increased
661
SH
SeaTown Holdings
Singapore
$277M -$74.6M 4 20.54% Reduced
662
Brookfield Corp
Brookfield Corp
Ontario, Canada
$277M +$11.6M 6 1.03% Increased
663
GIM
Genesis Investment Management
United Kingdom
$276M +$11.5M 2 16.24% Increased
664
Hancock Whitney
Hancock Whitney
Mississippi
$276M +$13.2M 7 9.4% Increased
665
Atmos Capital Gestao de Recursos
Atmos Capital Gestao de Recursos
Brazil
$276M -$48.7M 4 47.88% Reduced
666
Cooperman Leon G
Cooperman Leon G
$275M $0 3 14.49% Maintained
667
Badgley Phelps Wealth Managers
Badgley Phelps Wealth Managers
Washington
$275M -$1.27M 5 9.57% Reduced
668
F.L. Putnam Investment Management
F.L. Putnam Investment Management
Massachusetts
$274M +$2.96M 7 8.74% Increased
669
Credit Agricole
Credit Agricole
France
$273M +$50.6M 18 4.79% Increased
670
Henry H. Armstrong Associates
Henry H. Armstrong Associates
Pennsylvania
$273M -$1.38M 5 28.79% Reduced
671
Dixon Mitchell Investment Counsel
Dixon Mitchell Investment Counsel
British Columbia, Canada
$272M +$11.7M 5 16.25% Increased
672
TP
TenCore Partners
New York
$272M +$23.4M 4 45.15% Increased
673
Pinnacle Financial Partners (Tennessee)
Pinnacle Financial Partners (Tennessee)
Tennessee
$271M +$11.5M 7 8.57% Increased
674
Mogy Joel R Investment Counsel
Mogy Joel R Investment Counsel
California
$269M -$5.66M 6 21.3% Reduced
675
Freestone Capital Holdings
Freestone Capital Holdings
Washington
$267M +$22.6M 14 10.74% Increased