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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
1001
Northeast Financial Consultants
Northeast Financial Consultants
Connecticut
$111M -$9.08M 7 7.11% Reduced
1002
Night Owl Capital Management
Night Owl Capital Management
Connecticut
$111M +$6.93M 5 40.18% Increased
1003
Philadelphia Trust Company
Philadelphia Trust Company
Pennsylvania
$111M -$741K 6 11.3% Reduced
1004
Dakota Wealth Management
Dakota Wealth Management
Florida
$111M +$6.88M 9 7.4% Increased
1005
Parsons Capital Management
Parsons Capital Management
Rhode Island
$110M -$559K 10 8.88% Reduced
1006
SouthState Corp
SouthState Corp
Florida
$110M -$605K 13 10.17% Reduced
1007
MADR
Milestones Administradora de Recursos
Brazil
$110M +$3.93M 3 70.63% Increased
1008
Great Valley Advisor Group
Great Valley Advisor Group
Delaware
$110M +$1.46M 9 5.13% Increased
1009
Albion Financial Group
Albion Financial Group
Utah
$110M -$14.7M 16 10.04% Reduced
1010
Jefferies Financial Group
Jefferies Financial Group
New York
$110M +$3.73M 17 0.89% Increased
1011
BTWM
Baker Tilly Wealth Management
Wisconsin
$109M +$1.4M 11 12.29% Increased
1012
Longbow Finance
Longbow Finance
Switzerland
$109M -$13.7M 3 13.77% Reduced
1013
ET
Equitable Trust
Tennessee
$109M -$4.59M 7 8.61% Reduced
1014
WestEnd Advisors
WestEnd Advisors
North Carolina
$109M -$88.2M 0 – Closed
1015
Walleye Capital
Walleye Capital
New York
$109M +$43.7M 14 1.63% Increased
1016
Eisler Capital (UK)
Eisler Capital (UK)
United Kingdom
$109M +$25.5M 6 1.07% Increased
1017
Kanawha Capital Management
Kanawha Capital Management
Virginia
$109M +$1.27M 7 10.41% Increased
1018
Wesleyan Assurance Society
Wesleyan Assurance Society
United Kingdom
$108M +$2.19M 3 12.54% Increased
1019
Provident Investment Management
Provident Investment Management
Michigan
$108M +$1.43M 5 11.71% Increased
1020
Talbot Financial
Talbot Financial
Washington
$108M +$865K 4 20.01% Increased
1021
Wilbanks Smith & Thomas Asset Management
Wilbanks Smith & Thomas Asset Management
Virginia
$108M +$1.12M 9 3.73% Increased
1022
Himension Capital (Singapore)
Himension Capital (Singapore)
Singapore
$107M +$94.8M 1 9.61% New
1023
Bedrijfstakpensioenfonds Voor De Media PNO
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$106M +$6.88M 3 17.78% Increased
1024
Front Barnett Associates
Front Barnett Associates
Illinois
$106M +$109K 4 12.52% Increased
1025
Venture Visionary Partners
Venture Visionary Partners
Ohio
$106M +$4.81M 8 6.74% Increased