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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
851
Wedbush Securities
Wedbush Securities
California
$169M -$11.5M 12 8.07% Reduced
852
Trust Company of Vermont
Trust Company of Vermont
Vermont
$167M +$3.37M 11 10.87% Increased
853
Community Trust & Investment
Community Trust & Investment
Kentucky
$167M -$3.31M 5 13.37% Reduced
854
General American Investors
General American Investors
New York
$166M +$3.47M 3 14.46% Increased
855
GW & Wade
GW & Wade
Massachusetts
$166M +$3.52M 8 6.04% Increased
856
Dakota Wealth Management
Dakota Wealth Management
Florida
$166M +$30.5M 8 7.8% Increased
857
Empirical Finance
Empirical Finance
Pennsylvania
$166M +$17M 10 12.82% Increased
858
Roffman Miller Associates
Roffman Miller Associates
Pennsylvania
$166M -$2.93M 6 12.44% Reduced
859
Aptus Capital Advisors
Aptus Capital Advisors
Alabama
$165M -$10.3M 9 3.96% Reduced
860
HB Wealth Management
HB Wealth Management
Georgia
$165M +$3.12M 14 2.64% Increased
861
Perigon Wealth Management
Perigon Wealth Management
California
$165M +$48.1M 14 6.48% Increased
862
Spyglass Capital Management
Spyglass Capital Management
California
$164M -$11.9M 2 11.87% Reduced
863
Timucuan Asset Management
Timucuan Asset Management
Florida
$164M -$3.03M 2 6.45% Reduced
864
CRCM
Cat Rock Capital Management
Connecticut
$164M -$73.2M 2 22.58% Reduced
865
Meiji Yasuda Asset Management
Meiji Yasuda Asset Management
Japan
$164M -$189K 12 8.18% Reduced
866
Kingsview Wealth Management
Kingsview Wealth Management
Oregon
$164M +$5.76M 11 6.42% Increased
867
Verition Fund Management
Verition Fund Management
Connecticut
$163M +$31.5M 20 2.18% Increased
868
Capital Fund Management (CFM)
Capital Fund Management (CFM)
France
$163M -$81.7M 9 0.66% Reduced
869
Sandy Spring Bank
Sandy Spring Bank
Maryland
$163M -$2.69M 17 8.67% Reduced
870
Moody Lynn & Lieberson
Moody Lynn & Lieberson
Massachusetts
$163M +$7.14M 7 13.14% Increased
871
DAM
Davis Asset Management
California
$163M $0 2 9.74% Maintained
872
Capital Group Investment Management
Capital Group Investment Management
Singapore
$162M -$4.22M 5 8.06% Reduced
873
Tower Bridge Advisors
Tower Bridge Advisors
Pennsylvania
$162M -$31.8M 7 14.84% Reduced
874
EWM
Elite Wealth Management
Washington
$162M +$18.6M 6 12.44% Increased
875
SteelPeak Wealth
SteelPeak Wealth
California
$162M +$9.22M 8 9.59% Increased