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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
Nichols & Pratt Advisers
Nichols & Pratt Advisers
Massachusetts
$177M -$1.63M 5 12.57% Reduced
902
HighPoint Advisor Group
HighPoint Advisor Group
Illinois
$176M +$148M 11 12.64% New
903
Bristlecone Advisors
Bristlecone Advisors
Washington
$176M -$1.87M 6 17.8% Reduced
904
Joel Isaacson & Co
Joel Isaacson & Co
New York
$176M +$623K 9 10.81% Increased
905
Livforsakringsbolaget Skandia
Livforsakringsbolaget Skandia
Sweden
$175M +$6.56M 13 16.7% Increased
906
SteelPeak Wealth
SteelPeak Wealth
California
$175M -$14.7M 11 10.11% Reduced
907
Capital Investment Advisors
Capital Investment Advisors
Georgia
$174M +$4.4M 7 4.37% Increased
908
WesBanco Bank
WesBanco Bank
West Virginia
$174M -$75.7M 7 9.84% Reduced
909
Gradient Investments
Gradient Investments
Minnesota
$174M +$9.6M 21 4.2% Increased
910
Equitable Holdings
Equitable Holdings
New York
$174M +$11.2M 10 2.14% Increased
911
Valeo Financial Advisors
Valeo Financial Advisors
Indiana
$173M -$912K 8 7% Reduced
912
Neville Rodie & Shaw
Neville Rodie & Shaw
New York
$173M +$11.9M 8 14.18% Increased
913
Meritage Portfolio Management
Meritage Portfolio Management
Kansas
$173M +$4.03M 7 11.39% Increased
914
Tower Bridge Advisors
Tower Bridge Advisors
Pennsylvania
$172M -$3.8M 7 14.79% Reduced
915
Edgemoor Investment Advisors
Edgemoor Investment Advisors
Maryland
$172M -$1.01M 5 17.96% Reduced
916
Soma Equity Partners
Soma Equity Partners
California
$171M -$143M 2 9.74% Reduced
917
SurgoCap Partners
SurgoCap Partners
New York
$171M +$162M 1 11.93% New
918
JCM
JS Capital Management
New York
$170M -$44M 4 20.38% Reduced
919
GMF
Grace & Mercy Foundation
New York
$170M -$9.5M 4 45.42% Reduced
920
Corvex Management
Corvex Management
New York
$170M +$701K 3 8.96% Increased
921
FineMark National Bank & Trust
FineMark National Bank & Trust
Florida
$170M +$6.5M 7 6.95% Increased
922
Walleye Capital
Walleye Capital
New York
$170M -$119M 21 0.36% Reduced
923
Azimuth Capital Investment Management
Azimuth Capital Investment Management
Michigan
$170M +$5.8M 6 7.65% Increased
924
NBT Bank
NBT Bank
New York
$169M +$2.8M 9 13.28% Increased
925
Tudor Investment Corp
Tudor Investment Corp
Connecticut
$169M -$128M 16 1.36% Reduced