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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
876
Sandy Spring Bank
Sandy Spring Bank
Maryland
$125M -$2.66M 17 7.91% Reduced
877
Soma Equity Partners
Soma Equity Partners
California
$124M -$27.8M 1 6.4% Reduced
878
Cetera Advisors
Cetera Advisors
Colorado
$124M +$62.8M 18 3.28% Increased
879
Boston Common Asset Management
Boston Common Asset Management
Massachusetts
$124M +$10.6M 8 6.51% Increased
880
Parallel Advisors
Parallel Advisors
California
$124M +$3.44M 33 5.71% Increased
881
Academy Capital Management
Academy Capital Management
Texas
$124M +$21.4M 5 26.82% Increased
882
GW & Wade
GW & Wade
Massachusetts
$124M -$2.49M 8 6.06% Reduced
883
Franklin Street Advisors
Franklin Street Advisors
North Carolina
$124M +$423K 6 12.52% Increased
884
Delta Asset Management
Delta Asset Management
Tennessee
$123M -$1.32M 6 14.96% Reduced
885
Kestra Private Wealth Services
Kestra Private Wealth Services
Texas
$123M +$4.08M 16 7.15% Increased
886
Jasper Ridge Partners
Jasper Ridge Partners
California
$123M -$407K 10 8.27% Reduced
887
Smith Salley Wealth Management
Smith Salley Wealth Management
North Carolina
$123M +$1.68M 6 11.47% Increased
888
Nellore Capital Management
Nellore Capital Management
California
$123M +$28.4M 4 31.22% Increased
889
Mill Capital Management
Mill Capital Management
North Carolina
$122M +$2.55M 6 14.26% Increased
890
London & Capital Asset Management
London & Capital Asset Management
United Kingdom
$122M -$2.93M 6 11.4% Reduced
891
Traynor Capital Management
Traynor Capital Management
Pennsylvania
$122M -$302K 4 21.76% Reduced
892
Baldwin Wealth Partners
Baldwin Wealth Partners
Massachusetts
$122M -$1.84M 17 16.84% Reduced
893
Evergreen Capital Management
Evergreen Capital Management
Washington
$121M +$4.81M 11 6.31% Increased
894
Fairview Capital Investment Management
Fairview Capital Investment Management
California
$120M +$4.34M 5 8.6% Increased
895
Howard Capital Management Group
Howard Capital Management Group
California
$120M -$285K 6 15.2% Reduced
896
Community Trust & Investment
Community Trust & Investment
Kentucky
$120M +$1.69M 4 11.49% Increased
897
Itau Unibanco Holding S.A.
Itau Unibanco Holding S.A.
Brazil
$120M -$46.1M 10 4.82% Reduced
898
WesBanco Bank
WesBanco Bank
West Virginia
$120M -$69M 8 8.11% Reduced
899
Capula Management
Capula Management
Cayman Islands
$120M +$72.2M 8 1.62% Increased
900
AC
Alfreton Capital
United Kingdom
$120M +$5.94M 2 75.62% Increased