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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
Formuepleje A/S
Formuepleje A/S
Denmark
$128M +$7.29M 2 11.87% Increased
1027
Lowe Brockenbrough & Co
Lowe Brockenbrough & Co
Virginia
$128M -$4.9M 6 9.9% Reduced
1028
Wesleyan Assurance Society
Wesleyan Assurance Society
United Kingdom
$127M +$4.15M 3 14.16% Increased
1029
Summit Partners Public Asset Management
Summit Partners Public Asset Management
Massachusetts
$127M +$75.5M 2 5.55% Increased
1030
Parthenon LLC
Parthenon LLC
Kentucky
$127M -$1.3M 6 19.08% Reduced
1031
HoyleCohen
HoyleCohen
California
$127M -$2.81M 7 11.77% Reduced
1032
Newbrook Capital Advisors
Newbrook Capital Advisors
New York
$127M +$101M 3 18.89% Increased
1033
Bedrijfstakpensioenfonds Voor De Media PNO
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$127M $0 3 20.39% Maintained
1034
Montag & Associates
Montag & Associates
Georgia
$126M +$2.95M 15 7.97% Increased
1035
D.J. St. Germain
D.J. St. Germain
Massachusetts
$126M -$4.09M 15 7.1% Reduced
1036
SignatureFD
SignatureFD
Georgia
$126M +$3.58M 32 3.28% Increased
1037
Bowie Capital Management
Bowie Capital Management
Texas
$125M +$2.45M 3 10.68% Increased
1038
SouthState Corp
SouthState Corp
Florida
$125M +$311K 13 11.88% Increased
1039
CC
Cornerstone Capital
California
$125M -$5.92M 3 15.05% Reduced
1040
Northeast Financial Consultants
Northeast Financial Consultants
Connecticut
$125M +$1.37M 6 7.82% Increased
1041
Front Barnett Associates
Front Barnett Associates
Illinois
$125M -$3.62M 4 14.97% Reduced
1042
Fulton Breakefield Broenniman
Fulton Breakefield Broenniman
Maryland
$124M +$16.6K 6 10.8% Increased
1043
Insight Holdings Group
Insight Holdings Group
New York
$124M +$8.16M 4 3.22% Increased
1044
Venture Visionary Partners
Venture Visionary Partners
Ohio
$124M +$2.06M 6 7.46% Increased
1045
Sonora Investment Management Group
Sonora Investment Management Group
Arizona
$124M +$1.26M 6 10.61% Increased
1046
Kanawha Capital Management
Kanawha Capital Management
Virginia
$123M +$588K 7 11.94% Increased
1047
Cobblestone Capital Advisors
Cobblestone Capital Advisors
New York
$123M -$1.14M 7 9.16% Reduced
1048
Wilbanks Smith & Thomas Asset Management
Wilbanks Smith & Thomas Asset Management
Virginia
$123M -$1.26M 9 4.27% Reduced
1049
ET
Equitable Trust
Tennessee
$123M -$1.42M 7 10.16% Reduced
1050
Cumberland Partners
Cumberland Partners
Ontario, Canada
$122M +$19.5M 5 11.78% Increased