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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
UIA
UG Investment Advisers
Taiwan
$282M -$27.2M 2 44.18% Reduced
902
Guyasuta Investment Advisors
Guyasuta Investment Advisors
Pennsylvania
$282M -$866K 5 16.19% Reduced
903
Axxcess Wealth Management
Axxcess Wealth Management
California
$281M +$3.54M 13 5.94% Increased
904
Meeder Asset Management
Meeder Asset Management
Ohio
$279M -$41.5M 14 15.91% Reduced
905
Marex Group
Marex Group
$279M +$146M 17 1.97% Increased
906
Principal Securities
Principal Securities
Iowa
$278M +$11.6M 26 4.59% Increased
907
Ancora Advisors
Ancora Advisors
Ohio
$278M -$4.05M 18 5.55% Reduced
908
Arax Advisory Partners
Arax Advisory Partners
Colorado
$277M +$210M 29 3.97% Increased
909
Parallax Volatility Advisers
Parallax Volatility Advisers
California
$277M +$9.7M 17 0.42% Increased
910
Graham Holdings Company
Graham Holdings Company
Virginia
$277M $0 1 27.69% Maintained
911
FineMark National Bank & Trust
FineMark National Bank & Trust
Florida
$275M -$1.02M 7 8.98% Reduced
912
Moody Lynn & Lieberson
Moody Lynn & Lieberson
Massachusetts
$275M +$909K 6 14.79% Increased
913
Empirical Wealth Management
Empirical Wealth Management
Washington
$274M +$30.3M 16 5.48% Increased
914
Smith Salley Wealth Management
Smith Salley Wealth Management
North Carolina
$272M +$7.51M 6 14.01% Increased
915
Styrax Capital
Styrax Capital
New York
$272M +$41.5M 2 19.99% Increased
916
Fifth Third Wealth Advisors
Fifth Third Wealth Advisors
Ohio
$271M +$9.8M 14 10% Increased
917
Empire Life Investments
Empire Life Investments
Ontario, Canada
$271M +$3.43M 4 15.85% Increased
918
JC
Joho Capital
New York
$270M -$15.4M 2 47.92% Reduced
919
Neville Rodie & Shaw
Neville Rodie & Shaw
New York
$270M -$19.1M 7 19.5% Reduced
920
Howard Capital Management Group
Howard Capital Management Group
California
$270M +$1.52M 6 17.07% Increased
921
Maj Invest Holding A/S
Maj Invest Holding A/S
Denmark
$269M -$17.5M 1 9.19% Reduced
922
Venture Visionary Partners
Venture Visionary Partners
Ohio
$269M +$10.1M 8 9.22% Increased
923
Westpac Banking Corp
Westpac Banking Corp
Australia
$269M +$2.95M 10 16.65% Increased
924
CGL
Clarius Group LLC
Washington
$269M -$20.7M 11 15.9% Reduced
925
Diversify Advisory Services
Diversify Advisory Services
Utah
$268M -$8.61M 14 9% Reduced