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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
901
Sandy Spring Bank
Sandy Spring Bank
Maryland
$94.3M -$615K 12 6.85% Reduced
902
Deltec Asset Management
Deltec Asset Management
New York
$94.2M +$2.3M 6 19.09% Increased
903
Onex Canada Asset Management
Onex Canada Asset Management
Ontario, Canada
$93.7M -$2.14M 4 5.32% Reduced
904
Phoenix Financial
Phoenix Financial
Israel
$93.6M -$4.55M 7 3.91% Reduced
905
Manikay Partners
Manikay Partners
New York
$93.6M $0 1 10.49% Maintained
906
Suncoast Equity Management
Suncoast Equity Management
Florida
$93.6M -$1.1M 5 18.44% Reduced
907
Eventide Asset Management
Eventide Asset Management
Massachusetts
$93.5M $0 2 2.63% Maintained
908
Carrhae Capital
Carrhae Capital
United Kingdom
$93.2M +$2.47M 2 30.38% Increased
909
Conning Inc
Conning Inc
Connecticut
$93.1M +$3.44M 10 3.05% Increased
910
Buckingham Strategic Wealth
Buckingham Strategic Wealth
Missouri
$92.8M +$4.44M 8 8.9% Increased
911
TM
Tikvah Management
North Carolina
$92.7M $0 3 23.98% Maintained
912
Livforsakringsbolaget Skandia
Livforsakringsbolaget Skandia
Sweden
$92.7M -$11.1M 13 11.03% Reduced
913
Philadelphia Trust Company
Philadelphia Trust Company
Pennsylvania
$92.7M -$1.16M 5 7.95% Reduced
914
Pillar Pacific Capital Management
Pillar Pacific Capital Management
California
$92.6M +$546K 10 9.5% Increased
915
CA
Cullinan Associates
Kentucky
$92.3M +$3.83M 7 6.17% Increased
916
Pinnacle Financial Partners (Tennessee)
Pinnacle Financial Partners (Tennessee)
Tennessee
$92.3M +$4.02M 7 5.72% Increased
917
Cerity Partners
Cerity Partners
New York
$92M -$11.9M 11 4.69% Reduced
918
Lockheed Martin Investment Management
Lockheed Martin Investment Management
Maryland
$91.9M +$8.72M 4 4.86% Increased
919
North Star Asset Management
North Star Asset Management
Wisconsin
$91.5M -$2.32M 9 6.57% Reduced
920
First National Trust
First National Trust
Pennsylvania
$91.1M +$3.37M 6 7.41% Increased
921
Alpha Cubed Investments
Alpha Cubed Investments
California
$90.9M +$6.27M 7 9.36% Increased
922
Neville Rodie & Shaw
Neville Rodie & Shaw
New York
$90.6M +$955K 7 8.89% Increased
923
Baldwin Wealth Partners
Baldwin Wealth Partners
Massachusetts
$90.6M -$387K 12 12.66% Reduced
924
Highland Private Wealth Management
Highland Private Wealth Management
Washington
$90.5M +$779K 6 21.68% Increased
925
FQ
First Quadrant
California
$90.2M -$2.63M 8 7.54% Reduced