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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
701
Capital Wealth Planning
Capital Wealth Planning
Florida
$270M +$4.47M 6 5.98% Increased
702
Woodline Partners
Woodline Partners
California
$269M +$58.3M 7 3.86% Increased
703
Maryland Capital Management
Maryland Capital Management
Maryland
$269M +$3.7M 6 14.54% Increased
704
O'Shaughnessy Asset Management
O'Shaughnessy Asset Management
Connecticut
$269M +$13.8M 17 4.77% Increased
705
Carnegie Investment Counsel
Carnegie Investment Counsel
Ohio
$268M +$5.43M 8 8.85% Increased
706
Chesley Taft & Associates
Chesley Taft & Associates
Illinois
$268M -$2.61M 6 13.87% Reduced
707
Glenview Trust
Glenview Trust
Kentucky
$267M +$9.7M 7 8.82% Increased
708
Private Wealth Partners
Private Wealth Partners
California
$266M -$12.1M 5 22.52% Reduced
709
Osterweis Capital Management
Osterweis Capital Management
California
$266M +$2.67M 4 13.31% Increased
710
Mizuho Markets Cayman
Mizuho Markets Cayman
Cayman Islands
$266M -$132M 5 20.32% Reduced
711
Capital Advisors Inc
Capital Advisors Inc
Oklahoma
$265M +$12M 8 7.11% Increased
712
Quadrature Capital
Quadrature Capital
United Kingdom
$265M -$6.86M 9 13.94% Reduced
713
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust
Connecticut
$263M +$769K 18 9.76% Increased
714
Clark Capital Management Group
Clark Capital Management Group
Pennsylvania
$262M -$9.42M 7 3.21% Reduced
715
Livforsakringsbolaget Skandia
Livforsakringsbolaget Skandia
Sweden
$261M -$15.4M 16 16.55% Reduced
716
Freestone Capital Holdings
Freestone Capital Holdings
Washington
$260M +$60.5M 13 11.01% Increased
717
TP
TenCore Partners
New York
$260M -$6.41M 4 37.1% Reduced
718
Advisors Capital Management
Advisors Capital Management
New Jersey
$259M +$43.5M 7 7.04% Increased
719
WesBanco Bank
WesBanco Bank
West Virginia
$259M -$1.83M 10 9.34% Reduced
720
Avalon Investment & Advisory
Avalon Investment & Advisory
Texas
$258M -$42.2M 10 6.37% Reduced
721
Raymond James Trust
Raymond James Trust
Florida
$258M -$5.42M 14 7.67% Reduced
722
Washington Trust
Washington Trust
Rhode Island
$258M -$124M 13 9.68% Reduced
723
Weitz Investment Management
Weitz Investment Management
Nebraska
$257M -$2.41M 4 10.3% Reduced
724
J.L. Bainbridge & Co
J.L. Bainbridge & Co
Florida
$255M -$6.49M 4 28.4% Reduced
725
KCM Investment Advisors
KCM Investment Advisors
California
$255M +$2.01M 7 8.88% Increased