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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
Baldwin Wealth Partners
Baldwin Wealth Partners
Massachusetts
$111M -$665K 13 16.3% Reduced
902
Global Endowment Management
Global Endowment Management
North Carolina
$111M -$2.24M 3 8.29% Reduced
903
Montag & Associates
Montag & Associates
Georgia
$110M -$11.2M 9 9.65% Reduced
904
Vestcor Inc
Vestcor Inc
New Brunswick, Canada
$110M +$10.7M 12 5.71% Increased
905
Fullerton Fund Management
Fullerton Fund Management
Singapore
$110M -$216M 4 20.02% Reduced
906
Pillar Pacific Capital Management
Pillar Pacific Capital Management
California
$110M +$194K 9 11.63% Increased
907
BDS
Banco de Sabadell
Florida
$110M +$4.93M 9 14.26% Increased
908
Walleye Trading
Walleye Trading
New York
$110M -$80.9M 12 0.7% Reduced
909
GCM
Glynn Capital Management
California
$109M -$3.63M 5 13.61% Reduced
910
Sumitomo Life Insurance
Sumitomo Life Insurance
Japan
$109M -$9.27M 9 5.86% Reduced
911
CAM
Contour Asset Management
New York
$109M +$16.3M 1 5.36% Increased
912
FineMark National Bank & Trust
FineMark National Bank & Trust
Florida
$109M -$2.87M 7 6.02% Reduced
913
WestEnd Advisors
WestEnd Advisors
North Carolina
$109M -$2.46M 3 7.31% Reduced
914
ETF Managers Group
ETF Managers Group
New Jersey
$109M -$20.9M 18 3.86% Reduced
915
Davidson Kempner Capital Management
Davidson Kempner Capital Management
New York
$109M +$26.2M 4 2.63% Increased
916
Level Four Advisory Services
Level Four Advisory Services
Texas
$109M +$35.7M 12 8.42% Increased
917
Stock Yards Bank & Trust
Stock Yards Bank & Trust
Kentucky
$108M -$420K 6 9.58% Reduced
918
Phoenix Financial
Phoenix Financial
Israel
$108M +$22.7M 9 4.58% Increased
919
E.S. Barr & Co
E.S. Barr & Co
Kentucky
$108M -$415K 4 11.12% Reduced
920
Buckingham Strategic Wealth
Buckingham Strategic Wealth
Missouri
$108M -$12.7M 8 10.27% Reduced
921
YCMGA
York Capital Management Global Advisors
New York
$108M -$13.3M 5 7.12% Reduced
922
Pictet North America Advisors
Pictet North America Advisors
Switzerland
$108M -$60.9K 6 15.45% Reduced
923
B. Riley Wealth Advisors
B. Riley Wealth Advisors
Florida
$108M +$4.06M 13 7.2% Increased
924
Reynders McVeigh Capital Management
Reynders McVeigh Capital Management
Massachusetts
$108M +$6M 8 9.41% Increased
925
Argent Trust Co
Argent Trust Co
Tennessee
$107M +$3.37M 8 10.07% Increased