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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
726
Avenir Corporation
Avenir Corporation
Virginia
$160M -$2.06M 2 18.25% Reduced
727
CCM
Candlestick Capital Management
Connecticut
$159M +$23.6M 2 5.79% Increased
728
WCA
Whetstone Capital Advisors
Kansas
$159M -$7.85M 7 33.53% Reduced
729
Clark Capital Management Group
Clark Capital Management Group
Pennsylvania
$159M -$64.7M 7 2.97% Reduced
730
BPIH
Broad Peak Investment Holdings
Singapore
$159M +$16.1M 1 13.06% Increased
731
Gamble Jones Investment Counsel
Gamble Jones Investment Counsel
California
$158M -$5.98M 7 12.67% Reduced
732
Independent Advisor Alliance
Independent Advisor Alliance
North Carolina
$158M +$10M 9 16.93% Increased
733
Locust Wood Capital Advisers
Locust Wood Capital Advisers
New York
$158M -$75.4M 3 9.81% Reduced
734
Carnegie Investment Counsel
Carnegie Investment Counsel
Ohio
$158M -$706K 7 9.06% Reduced
735
Park Presidio Capital
Park Presidio Capital
California
$158M -$62.2M 2 17.63% Reduced
736
TDAM USA
TDAM USA
Ontario, Canada
$157M +$17.7M 7 11.36% Increased
737
Klingenstein Fields & Co
Klingenstein Fields & Co
New York
$157M +$391K 6 8.57% Increased
738
Citizens Financial Group
Citizens Financial Group
Rhode Island
$156M -$27.3M 16 10.93% Reduced
739
Central Trust Company
Central Trust Company
Missouri
$155M +$2.72M 16 7.79% Increased
740
Vaughan David Investments
Vaughan David Investments
Illinois
$155M -$90.5K 6 6.34% Reduced
741
Highland Capital Management (Tennessee)
Highland Capital Management (Tennessee)
Tennessee
$155M +$3.34M 10 12.12% Increased
742
Cetera Advisor Networks
Cetera Advisor Networks
California
$155M +$7.49M 22 4.11% Increased
743
KWILP
Kiwi Wealth Investments Limited Partnership
New Zealand
$154M -$18.5M 5 12.51% Reduced
744
Boston Financial Management
Boston Financial Management
Massachusetts
$154M +$117K 7 8.3% Increased
745
Chartwell Investment Partners
Chartwell Investment Partners
Pennsylvania
$154M +$1M 10 5.93% Increased
746
AI
ArchPoint Investors
Florida
$154M -$2.11M 4 49.18% Reduced
747
Laurion Capital Management
Laurion Capital Management
New York
$153M +$30.7M 9 1.73% Increased
748
WCM Investment Management
WCM Investment Management
California
$153M +$74.5M 3 0.59% Increased
749
Cigna Investments
Cigna Investments
Connecticut
$153M +$16.9M 14 14.44% Increased
750
Eastern Bank
Eastern Bank
Massachusetts
$153M -$1.56M 6 9.94% Reduced