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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
1026
Bank of the West
Bank of the West
California
$71.1M +$257K 8 11.07% Increased
1027
AP
Archon Partners
New Jersey
$70.9M -$106K 4 15.35% Reduced
1028
Pinpoint Asset Management
Pinpoint Asset Management
Hong Kong
$70.9M -$72.7M 4 21.44% Reduced
1029
Mariner Independent Advisor Network
Mariner Independent Advisor Network
Kansas
$70.6M +$733K 5 6.37% Increased
1030
Front Barnett Associates
Front Barnett Associates
Illinois
$70.5M +$1.11M 4 13.46% Increased
1031
Oldfield Partners
Oldfield Partners
United Kingdom
$70.4M -$3.56M 1 8.91% Reduced
1032
SouthState Corp
SouthState Corp
Florida
$70.2M -$4.21M 7 10.43% Reduced
1033
D.J. St. Germain
D.J. St. Germain
Massachusetts
$70.1M -$2.43M 7 6.89% Reduced
1034
Janney Capital Management
Janney Capital Management
Pennsylvania
$69.9M +$218K 7 5.35% Increased
1035
MainStreet Investment Advisors
MainStreet Investment Advisors
Illinois
$69.9M +$21.3M 6 8.6% Increased
1036
Friess Associates
Friess Associates
Delaware
$69.9M +$29.2M 3 6.97% Increased
1037
Wealthspire Advisors (New York)
Wealthspire Advisors (New York)
New York
$69.8M +$58.8M 9 2.92% Increased
1038
TD Private Client Wealth
TD Private Client Wealth
New York
$69.4M +$982K 15 4.96% Increased
1039
Seafarer Capital Partners
Seafarer Capital Partners
California
$69M -$1.04M 1 69.3% Reduced
1040
Capital Investment Advisors
Capital Investment Advisors
Georgia
$69M +$13M 8 4.4% Increased
1041
Kings Point Capital Management
Kings Point Capital Management
New York
$68.9M +$4.1M 10 12.14% Increased
1042
WM
WS Management
Florida
$68.9M -$19.8M 3 7.52% Reduced
1043
Fir Tree Capital Management
Fir Tree Capital Management
New York
$68.8M +$7.21M 2 6.06% Increased
1044
Calamos Wealth Management
Calamos Wealth Management
Illinois
$68.7M +$4.59M 6 10.48% Increased
1045
Farmers & Merchants Investments Inc
Farmers & Merchants Investments Inc
Nebraska
$68.7M -$1.72M 12 5.26% Reduced
1046
Bristlecone Advisors
Bristlecone Advisors
Washington
$68.4M +$11.2M 5 16.32% Increased
1047
Standard Investments
Standard Investments
New York
$68.4M +$79.8M 1 4.16% New
1048
J.M. Forbes & Co
J.M. Forbes & Co
Massachusetts
$68.2M +$11.6M 5 15.24% Increased
1049
Ceredex Value Advisors
Ceredex Value Advisors
Florida
$68M +$40.7M 1 1.17% Increased
1050
Thomasville National Bank
Thomasville National Bank
Georgia
$68M -$212K 6 11.34% Reduced