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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
801
Jay A. Fishman Ltd
Jay A. Fishman Ltd
Michigan
$252M +$1.17M 5 26.58% Increased
802
Logan Capital Management
Logan Capital Management
Pennsylvania
$252M +$1.95M 8 10.86% Increased
803
Allworth Financial
Allworth Financial
California
$252M +$50.7M 29 1.62% Increased
804
Trust Company of Vermont
Trust Company of Vermont
Vermont
$251M +$621K 10 13.65% Increased
805
Congress Wealth Management
Congress Wealth Management
Massachusetts
$251M +$72.4M 9 3.99% Increased
806
Maple Capital Management
Maple Capital Management
Vermont
$250M +$5.05M 6 20.32% Increased
807
Aureus Asset Management
Aureus Asset Management
Massachusetts
$250M -$6.49M 5 17.47% Reduced
808
Summitry LLC
Summitry LLC
California
$248M -$1.26M 5 12.8% Reduced
809
Park National Corp
Park National Corp
Ohio
$248M -$16.7M 6 9.15% Reduced
810
VCM
Violich Capital Management
California
$248M +$3.79M 5 33.46% Increased
811
GC
Gobi Capital
California
$247M -$2.03M 1 15.63% Reduced
812
Northwestern Mutual Investment Management Company
Northwestern Mutual Investment Management Company
Wisconsin
$245M +$549K 12 6.35% Increased
813
Caledonia Investments plc (UK)
Caledonia Investments plc (UK)
United Kingdom
$245M -$5.59M 3 29.51% Reduced
814
Apollon Wealth Management
Apollon Wealth Management
South Carolina
$245M +$415K 11 7.46% Increased
815
Exencial Wealth Advisors
Exencial Wealth Advisors
Oklahoma
$243M -$17M 7 9.13% Reduced
816
Roffman Miller Associates
Roffman Miller Associates
Pennsylvania
$243M +$4.99M 6 15.97% Increased
817
SAI
Systematic Alpha Investments
New Jersey
$242M $0 7 9.24% Maintained
818
E.S. Barr & Co
E.S. Barr & Co
Kentucky
$242M -$1.87M 4 15.9% Reduced
819
Kentucky Retirement Systems Insurance Trust Fund
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$242M -$5.49M 9 16.4% Reduced
820
Baldwin Wealth Partners
Baldwin Wealth Partners
Massachusetts
$242M -$11.8M 13 18.85% Reduced
821
Maj Invest Holding A/S
Maj Invest Holding A/S
Denmark
$242M -$53.8M 1 6.72% Reduced
822
Harvest Fund Management
Harvest Fund Management
China
$242M +$40.3M 13 17.48% Increased
823
EWM
Elite Wealth Management
Washington
$241M +$1.21M 5 8.07% Increased
824
Soma Equity Partners
Soma Equity Partners
California
$241M -$76.8M 2 13.87% Reduced
825
Wilmington Savings Fund Society
Wilmington Savings Fund Society
Delaware
$240M +$323K 7 9.19% Increased