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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
Corient Capital Partners
Corient Capital Partners
California
$120M -$33.8M 15 8.96% Reduced
902
Trust Company of Vermont
Trust Company of Vermont
Vermont
$120M +$3.29M 12 9.47% Increased
903
Kingsview Wealth Management
Kingsview Wealth Management
Oregon
$119M +$11.2M 12 5.67% Increased
904
Windward Capital Management
Windward Capital Management
California
$119M +$233K 5 13.42% Increased
905
Highland Private Wealth Management
Highland Private Wealth Management
Washington
$118M -$2.02M 6 19.03% Reduced
906
Edgemoor Investment Advisors
Edgemoor Investment Advisors
Maryland
$118M +$2M 5 15.65% Increased
907
Destination Wealth Management
Destination Wealth Management
California
$117M +$2.06M 6 4.92% Increased
908
Ironvine Capital Partners
Ironvine Capital Partners
Nebraska
$117M +$3.72M 4 15.69% Increased
909
Vaughan David Investments
Vaughan David Investments
Illinois
$117M +$922K 6 3.91% Increased
910
GMT Capital
GMT Capital
Georgia
$116M +$7.18M 6 7.22% Increased
911
UAM
UAS Asset Management
New York
$116M -$48.6M 2 36.6% Reduced
912
Calamos Wealth Management
Calamos Wealth Management
Illinois
$115M +$16.4M 7 9.89% Increased
913
HMI Capital Management
HMI Capital Management
California
$115M +$49.8M 1 4.34% Increased
914
Bronte Capital Management
Bronte Capital Management
Australia
$115M -$1.02M 2 14.32% Reduced
915
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$115M +$3.7M 3 1.29% Increased
916
Gradient Investments
Gradient Investments
Minnesota
$114M +$2.54M 19 3.5% Increased
917
Bristlecone Advisors
Bristlecone Advisors
Washington
$114M +$2.43M 6 14.91% Increased
918
CDH
Charles D. Hyman
$114M +$175K 6 8.76% Increased
919
Nichols & Pratt Advisers
Nichols & Pratt Advisers
Massachusetts
$114M -$1.83M 5 10.12% Reduced
920
FAB
First American Bank
Illinois
$114M +$3.35M 5 11.86% Increased
921
Siemens Fonds Invest
Siemens Fonds Invest
Germany
$113M -$4.11M 10 13.02% Reduced
922
Quest Investment Management
Quest Investment Management
Oregon
$113M +$737K 5 13.98% Increased
923
CA
Cullinan Associates
Kentucky
$113M -$335K 7 7.15% Reduced
924
FineMark National Bank & Trust
FineMark National Bank & Trust
Florida
$113M -$2.35M 6 5.42% Reduced
925
Joel Isaacson & Co
Joel Isaacson & Co
New York
$113M +$2.5M 9 9.77% Increased