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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
Franklin Street Advisors
Franklin Street Advisors
North Carolina
$239M -$2.54M 6 16.92% Reduced
802
Benjamin Edwards Inc
Benjamin Edwards Inc
Missouri
$239M -$21.5M 13 3.34% Reduced
803
Howland Capital Management
Howland Capital Management
Massachusetts
$239M +$10.8M 8 10.64% Increased
804
Mondrian Investment Partners
Mondrian Investment Partners
United Kingdom
$239M +$5.11M 3 4.08% Increased
805
Summitry LLC
Summitry LLC
California
$237M +$3.18M 6 12% Increased
806
F/M Investments
F/M Investments
District of Columbia
$237M -$12.1M 6 9.43% Reduced
807
Trust Company of Vermont
Trust Company of Vermont
Vermont
$236M -$1.24M 14 11.77% Reduced
808
Trajan Wealth
Trajan Wealth
Arizona
$236M +$19.1M 7 12.85% Increased
809
Davidson Investment Advisors
Davidson Investment Advisors
Montana
$235M -$16.8M 5 11.59% Reduced
810
Apollo Management Holdings
Apollo Management Holdings
New York
$235M +$18.1M 2 4.47% Increased
811
Capital International
Capital International
California
$234M -$7.47M 6 10.22% Reduced
812
Allstate Corporation
Allstate Corporation
Illinois
$233M +$35.6M 13 6.86% Increased
813
Maple Capital Management
Maple Capital Management
Vermont
$233M +$4.17M 6 18.04% Increased
814
Wesleyan Assurance Society
Wesleyan Assurance Society
United Kingdom
$232M +$42.6M 4 17.27% Increased
815
B. Riley Wealth Advisors
B. Riley Wealth Advisors
Florida
$232M +$17.9M 13 6.84% Increased
816
OneDigital Investment Advisors
OneDigital Investment Advisors
Kansas
$231M -$5.8M 12 2.74% Reduced
817
Washington Trust
Washington Trust
Rhode Island
$231M -$5.24M 11 8.86% Reduced
818
Empirical Finance
Empirical Finance
Pennsylvania
$231M -$4.26M 9 13.95% Reduced
819
Merit Financial Group
Merit Financial Group
Georgia
$230M +$33.3M 17 3.45% Increased
820
Vaughan David Investments
Vaughan David Investments
Illinois
$230M -$767K 6 5.38% Reduced
821
Evergreen Capital Management
Evergreen Capital Management
Washington
$229M -$9.41M 9 7.69% Reduced
822
Baldwin Wealth Partners
Baldwin Wealth Partners
Massachusetts
$229M +$594K 6 16.04% Increased
823
ZWJ Investment Counsel
ZWJ Investment Counsel
Georgia
$228M -$9.5M 6 9.29% Reduced
824
Joel Isaacson & Co
Joel Isaacson & Co
New York
$228M +$3.29M 8 10.35% Increased
825
SteelPeak Wealth
SteelPeak Wealth
California
$226M +$35.2M 9 9.4% Increased