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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
Howard Capital Management Group
Howard Capital Management Group
California
$198M -$2.12M 6 15.41% Reduced
902
World Investment Advisors
World Investment Advisors
California
$197M +$7.26M 11 5.12% Increased
903
Norris Perne & French
Norris Perne & French
Michigan
$197M -$1.34M 6 14.78% Reduced
904
Park National Corp
Park National Corp
Ohio
$196M -$4.74M 6 7.19% Reduced
905
Exencial Wealth Advisors
Exencial Wealth Advisors
Oklahoma
$196M -$1.89M 8 7.24% Reduced
906
Meritage Portfolio Management
Meritage Portfolio Management
Kansas
$195M -$7.72M 8 12.95% Reduced
907
GAM Holding
GAM Holding
Switzerland
$195M +$1.89M 5 15.13% Increased
908
Meiji Yasuda Life Insurance
Meiji Yasuda Life Insurance
Japan
$195M -$495K 8 3.89% Reduced
909
SignatureFD
SignatureFD
Georgia
$195M +$4.3M 28 3.69% Increased
910
Neville Rodie & Shaw
Neville Rodie & Shaw
New York
$194M +$1.52M 8 15.2% Increased
911
CWA Asset Management Group
CWA Asset Management Group
Florida
$194M +$9.02M 8 9.3% Increased
912
Azimuth Capital Investment Management
Azimuth Capital Investment Management
Michigan
$194M -$5.05M 6 7.73% Reduced
913
Axxcess Wealth Management
Axxcess Wealth Management
California
$194M +$7.06M 10 5.14% Increased
914
J.W. Cole Advisors
J.W. Cole Advisors
Florida
$194M +$77M 14 6.01% Increased
915
Thomasville National Bank
Thomasville National Bank
Georgia
$193M +$2.79M 6 14.11% Increased
916
Soros Fund Management
Soros Fund Management
New York
$193M -$213M 7 2.87% Reduced
917
Fairview Capital Investment Management
Fairview Capital Investment Management
California
$192M +$21.6K 5 10.2% Increased
918
Sandy Spring Bank
Sandy Spring Bank
Maryland
$192M -$5.1M 17 8.09% Reduced
919
Principal Securities
Principal Securities
Iowa
$192M +$918K 26 4.3% Increased
920
Kinetic Partners Management
Kinetic Partners Management
Florida
$192M -$40.3M 3 13.76% Reduced
921
Vest Financial
Vest Financial
Virginia
$192M +$64.5M 8 2.98% Increased
922
Moody Lynn & Lieberson
Moody Lynn & Lieberson
Massachusetts
$192M -$5.11M 7 12.29% Reduced
923
FineMark National Bank & Trust
FineMark National Bank & Trust
Florida
$191M +$187K 7 6.97% Increased
924
Cypress Funds
Cypress Funds
California
$191M $0 2 17.45% Maintained
925
Mill Capital Management
Mill Capital Management
North Carolina
$191M -$2.27M 6 15.28% Reduced