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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
Picton Mahoney Asset Management
Picton Mahoney Asset Management
Ontario, Canada
$190M +$23.4M 7 5.69% Increased
927
MA
Mutual Advisors
Nebraska
$190M +$8.13M 12 6.09% Increased
928
Capital Investment Advisors
Capital Investment Advisors
Georgia
$188M -$6.13M 8 4.39% Reduced
929
DAM
Davis Asset Management
California
$188M $0 2 8.26% Maintained
930
Allworth Financial
Allworth Financial
California
$188M +$23.9M 29 1.33% Increased
931
Ironvine Capital Partners
Ironvine Capital Partners
Nebraska
$188M +$8.39M 3 20.64% Increased
932
NBT Bank
NBT Bank
New York
$188M -$1.39M 9 13.78% Reduced
933
Thomasville National Bank
Thomasville National Bank
Georgia
$188M +$816K 6 15.48% Increased
934
CSNH
Crow's Nest Holdings
Virginia
$188M +$17.8M 2 36.23% Increased
935
Traynor Capital Management
Traynor Capital Management
Pennsylvania
$188M +$3.4M 7 16.29% Increased
936
Smith Group Asset Management
Smith Group Asset Management
Texas
$188M -$30.1M 6 10.75% Reduced
937
Great Valley Advisor Group
Great Valley Advisor Group
Delaware
$188M -$145K 9 5.7% Reduced
938
FineMark National Bank & Trust
FineMark National Bank & Trust
Florida
$187M -$3.15M 7 6.96% Reduced
939
Trajan Wealth
Trajan Wealth
Arizona
$187M +$177M 6 12.64% New
940
Windward Capital Management
Windward Capital Management
California
$186M -$2.26M 5 15.53% Reduced
941
Oslo Pensjonsforsikring
Oslo Pensjonsforsikring
$185M $0 3 27.03% Maintained
942
Diversified Trust
Diversified Trust
Tennessee
$184M +$8.42M 15 5.55% Increased
943
GMF
Grace & Mercy Foundation
New York
$184M -$7.98M 3 46.72% Reduced
944
Insight Holdings Group
Insight Holdings Group
New York
$183M +$19.6M 4 5.12% Increased
945
CSPIA
Cary Street Partners Investment Advisory
Virginia
$183M +$4.09M 10 7.74% Increased
946
HighPoint Advisor Group
HighPoint Advisor Group
Illinois
$182M +$1.31M 12 12.88% Increased
947
Harvest Fund Management
Harvest Fund Management
China
$182M +$67.8M 14 16.35% Increased
948
Moors & Cabot
Moors & Cabot
Massachusetts
$182M +$4.42M 8 9.87% Increased
949
Brookstone Capital Management
Brookstone Capital Management
Illinois
$182M +$12.2M 9 3.25% Increased
950
FAB
First American Bank
Illinois
$181M +$2.64M 5 13.71% Increased