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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
951
CDH
Charles D. Hyman
$144M +$2.55M 6 10.06% Increased
952
Montag & Associates
Montag & Associates
Georgia
$144M -$8.03M 15 7.72% Reduced
953
1CP
11 Capital Partners
Connecticut
$143M +$50M 4 29.02% Increased
954
Smith Salley Wealth Management
Smith Salley Wealth Management
North Carolina
$143M +$2.57M 5 11.26% Increased
955
AI
ArchPoint Investors
Florida
$143M -$13.4M 5 42.83% Reduced
956
Avantax Advisory Services
Avantax Advisory Services
Texas
$143M +$9.7M 15 2.38% Increased
957
FAB
First American Bank
Illinois
$143M +$746K 5 8.26% Increased
958
Bridgeway Capital Management
Bridgeway Capital Management
Texas
$143M -$7.34M 8 2.73% Reduced
959
First Long Island Investors
First Long Island Investors
New York
$143M -$18.2M 5 12.2% Reduced
960
Farmers & Merchants Investments Inc
Farmers & Merchants Investments Inc
Nebraska
$142M +$12.3M 17 5.99% Increased
961
SteelPeak Wealth
SteelPeak Wealth
California
$142M +$8.7M 13 9.38% Increased
962
Wedge Capital Management
Wedge Capital Management
North Carolina
$142M +$64.1M 7 1.83% Increased
963
HoyleCohen
HoyleCohen
California
$142M -$2.77M 9 13.46% Reduced
964
Guinness Asset Management
Guinness Asset Management
United Kingdom
$142M -$786K 4 6.71% Reduced
965
Luxor Capital Group
Luxor Capital Group
New York
$141M -$103M 4 1.26% Reduced
966
Kentucky Retirement Systems Insurance Trust Fund
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$141M -$337K 10 14.91% Reduced
967
Lowe Brockenbrough & Co
Lowe Brockenbrough & Co
Virginia
$141M -$2.69M 6 10.99% Reduced
968
BloombergSen
BloombergSen
Ontario, Canada
$141M +$1.97M 2 7.23% Increased
969
OAM
Origin Asset Management
United Kingdom
$141M -$60.5M 1 33.69% Reduced
970
Traynor Capital Management
Traynor Capital Management
Pennsylvania
$141M +$6.21M 5 19.28% Increased
971
Select Equity Group
Select Equity Group
New York
$141M -$21.9M 3 0.47% Reduced
972
IACCGIA
IDG-Accel China Capital GP II Associates
Hong Kong
$140M $0 1 93.38% Maintained
973
CC
Cornerstone Capital
California
$139M -$3.55M 4 16.07% Reduced
974
Cortland Associates
Cortland Associates
Missouri
$139M -$42.6M 5 15.34% Reduced
975
NAH
Neumann Advisory (HK)
Hong Kong
$139M $0 2 24.82% Maintained