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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
926
Trust Company of Vermont
Trust Company of Vermont
Vermont
$168M +$1.49M 11 10.6% Increased
927
Destination Wealth Management
Destination Wealth Management
California
$168M +$3.26M 6 5.94% Increased
928
Vaughan David Investments
Vaughan David Investments
Illinois
$168M -$6.74M 6 4.91% Reduced
929
Guinness Asset Management
Guinness Asset Management
United Kingdom
$168M +$16.6M 4 6.56% Increased
930
Soma Equity Partners
Soma Equity Partners
California
$167M -$200M 1 5.05% Reduced
931
Southpoint Capital Advisors
Southpoint Capital Advisors
New York
$167M +$34.2M 1 3.2% Increased
932
Atika Capital Management
Atika Capital Management
New York
$166M -$50.2M 6 11.67% Reduced
933
Avantax Advisory Services
Avantax Advisory Services
Texas
$166M +$9.7M 16 2.5% Increased
934
Azimuth Capital Management
Azimuth Capital Management
Michigan
$166M -$8.74M 6 6.69% Reduced
935
Calamos Wealth Management
Calamos Wealth Management
Illinois
$166M +$4.84M 9 12.13% Increased
936
Joel Isaacson & Co
Joel Isaacson & Co
New York
$166M +$97.4K 11 11.37% Increased
937
TAM
Telemark Asset Management
Massachusetts
$165M -$44.2M 5 11.81% Reduced
938
Night Owl Capital Management
Night Owl Capital Management
Connecticut
$165M +$13.9M 4 33.57% Increased
939
FineMark National Bank & Trust
FineMark National Bank & Trust
Florida
$165M -$6.12M 6 6.24% Reduced
940
O'Shares Investment Advisers
O'Shares Investment Advisers
Massachusetts
$164M -$26.9M 12 11.72% Reduced
941
Renaissance Group
Renaissance Group
Kentucky
$163M -$4.94M 7 6.64% Reduced
942
Taurus Asset Management
Taurus Asset Management
New York
$162M +$40.9K 4 15.32% Increased
943
Richard Bernstein Advisors
Richard Bernstein Advisors
New York
$162M $0 7 3.13% Maintained
944
Two Creeks Capital Management
Two Creeks Capital Management
New York
$162M +$7.82M 2 8.28% Increased
945
Kentucky Retirement Systems Insurance Trust Fund
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$162M +$5.46M 10 15.02% Increased
946
Alpha Cubed Investments
Alpha Cubed Investments
California
$161M +$10M 8 10.57% Increased
947
Thornburg Investment Management
Thornburg Investment Management
New Mexico
$161M -$102M 6 1.89% Reduced
948
First American Bank
First American Bank
Illinois
$160M +$2.08M 5 8.48% Increased
949
Cambiar Investors
Cambiar Investors
Colorado
$160M -$9.33M 2 5.5% Reduced
950
SteelPeak Wealth
SteelPeak Wealth
California
$160M +$7.63M 13 9.02% Increased