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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
Ruffer LLP
Ruffer LLP
United Kingdom
$128M +$92.9M 2 5.02% Increased
902
Kestra Private Wealth Services
Kestra Private Wealth Services
Texas
$127M +$3.6M 16 7.27% Increased
903
Fairview Capital Investment Management
Fairview Capital Investment Management
California
$127M +$13.3M 5 8.82% Increased
904
Community Trust & Investment
Community Trust & Investment
Kentucky
$127M +$82.3M 4 11.69% Increased
905
Nichols & Pratt Advisers
Nichols & Pratt Advisers
Massachusetts
$127M +$941K 5 10.35% Increased
906
Edgemoor Investment Advisors
Edgemoor Investment Advisors
Maryland
$126M -$36.7K 5 15.94% Reduced
907
Highland Private Wealth Management
Highland Private Wealth Management
Washington
$126M +$4.52M 6 19.45% Increased
908
Traynor Capital Management
Traynor Capital Management
Pennsylvania
$126M +$10.4M 5 21.92% Increased
909
Evergreen Capital Management
Evergreen Capital Management
Washington
$126M -$65.3M 11 6.55% Reduced
910
Trust Company of Vermont
Trust Company of Vermont
Vermont
$126M +$1.63M 12 9.6% Increased
911
CDH
Charles D. Hyman
$126M -$278K 8 9.13% Reduced
912
Suncoast Equity Management
Suncoast Equity Management
Florida
$125M -$509K 4 22.16% Reduced
913
Sawgrass Asset Management
Sawgrass Asset Management
Florida
$125M -$7.08M 6 16.05% Reduced
914
FineMark National Bank & Trust
FineMark National Bank & Trust
Florida
$125M +$5.98K 6 5.54% Increased
915
Windward Capital Management
Windward Capital Management
California
$125M +$821K 5 13.47% Increased
916
Richard Bernstein Advisors
Richard Bernstein Advisors
New York
$125M -$587K 6 2.71% Reduced
917
U.S. Capital Wealth Advisors
U.S. Capital Wealth Advisors
Texas
$125M -$543K 9 5.48% Reduced
918
CA
Cullinan Associates
Kentucky
$124M +$13.1M 7 7.59% Increased
919
Joel Isaacson & Co
Joel Isaacson & Co
New York
$124M +$302K 10 10.41% Increased
920
Aptus Capital Advisors
Aptus Capital Advisors
Alabama
$124M +$11.7M 8 3.22% Increased
921
Ironvine Capital Partners
Ironvine Capital Partners
Nebraska
$123M +$15.5M 4 15.13% Increased
922
Bedrijfstakpensioenfonds Voor De Media PNO
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$123M -$16M 3 20.64% Reduced
923
Destination Wealth Management
Destination Wealth Management
California
$122M +$395K 6 4.94% Increased
924
Baskin Financial Services
Baskin Financial Services
Ontario, Canada
$122M -$1.42M 4 13.25% Reduced
925
Northeast Financial Consultants
Northeast Financial Consultants
Connecticut
$122M +$10.3M 9 8.51% Increased