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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
Weiss Multi-Strategy Advisers
Weiss Multi-Strategy Advisers
New York
$112M -$44M 10 3.18% Reduced
902
Lockheed Martin Investment Management
Lockheed Martin Investment Management
Maryland
$112M +$38.1M 4 7.42% Increased
903
HB Wealth Management
HB Wealth Management
Georgia
$112M +$17.4M 14 2.03% Increased
904
Kingsview Wealth Management
Kingsview Wealth Management
Oregon
$112M -$1.21M 8 4.85% Reduced
905
Kestra Private Wealth Services
Kestra Private Wealth Services
Texas
$112M -$1.94M 14 5.65% Reduced
906
Bristlecone Advisors
Bristlecone Advisors
Washington
$111M +$1.23M 6 13.67% Increased
907
Edgemoor Investment Advisors
Edgemoor Investment Advisors
Maryland
$111M -$418K 5 13.92% Reduced
908
Avity Investment Management
Avity Investment Management
Connecticut
$111M -$13.3M 7 11.33% Reduced
909
EC
Eminence Capital
New York
$111M +$11.8M 1 2.05% Increased
910
NM
NWI Management
New York
$110M +$9.6M 4 24.42% Increased
911
HCM
Hitchwood Capital Management
New York
$110M -$31.1M 3 15.06% Reduced
912
MAG
Mass Ave Global
New York
$110M +$19.3M 3 32.21% Increased
913
Smith Salley Wealth Management
Smith Salley Wealth Management
North Carolina
$110M -$5.17M 5 9.43% Reduced
914
Ironvine Capital Partners
Ironvine Capital Partners
Nebraska
$110M +$74.9K 4 14.23% Increased
915
PFS Investments
PFS Investments
Georgia
$110M +$9.35M 9 2.05% Increased
916
Bowie Capital Management
Bowie Capital Management
Texas
$110M +$8.87M 3 14.03% Increased
917
North Star Asset Management
North Star Asset Management
Wisconsin
$110M +$4.14M 8 6.81% Increased
918
Community Trust & Investment
Community Trust & Investment
Kentucky
$109M -$552K 3 9.95% Reduced
919
FineMark National Bank & Trust
FineMark National Bank & Trust
Florida
$109M +$387K 6 4.92% Increased
920
Auto-Owners Insurance
Auto-Owners Insurance
Michigan
$109M +$118M 6 3.99% New
921
EARNEST Partners
EARNEST Partners
Georgia
$109M +$6.79M 16 0.67% Increased
922
IVMX
Institutional Venture Management XVI
California
$109M $0 1 32.42% Maintained
923
Howard Capital Management Group
Howard Capital Management Group
California
$108M -$846K 6 12.97% Reduced
924
SteelPeak Wealth
SteelPeak Wealth
California
$108M -$14.5M 10 7.93% Reduced
925
Norris Perne & French
Norris Perne & French
Michigan
$108M +$372K 7 10.65% Increased