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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
Synergy Asset Management
Synergy Asset Management
Washington
$183M +$72.9M 9 14.13% Increased
1027
Iron Gate Global Advisors
Iron Gate Global Advisors
Utah
$182M +$6.03M 5 25.7% Increased
1028
Grimes & Company
Grimes & Company
Massachusetts
$182M +$1.04M 8 5.24% Increased
1029
Taurus Asset Management
Taurus Asset Management
New York
$182M -$1.71M 5 17.69% Reduced
1030
Stonebridge Capital Advisors
Stonebridge Capital Advisors
Minnesota
$181M -$333K 6 14.58% Reduced
1031
Sawgrass Asset Management
Sawgrass Asset Management
Florida
$181M -$19.4M 6 19.86% Reduced
1032
Kanawha Capital Management
Kanawha Capital Management
Virginia
$180M -$256K 6 14.13% Reduced
1033
United Services Automobile Association
United Services Automobile Association
Texas
$180M -$149K 10 5.87% Reduced
1034
Pallas Capital Advisors
Pallas Capital Advisors
Massachusetts
$180M -$1.14M 14 7.7% Reduced
1035
Thornburg Investment Management
Thornburg Investment Management
New Mexico
$180M -$2.19M 6 2.38% Reduced
1036
Capital Investment Services of America
Capital Investment Services of America
Wisconsin
$179M -$2.09M 6 17.09% Reduced
1037
Philadelphia Trust Company
Philadelphia Trust Company
Pennsylvania
$179M -$3.7M 6 13.15% Reduced
1038
Cobblestone Capital Advisors
Cobblestone Capital Advisors
New York
$179M -$1.46M 7 9.74% Reduced
1039
Ballentine Partners
Ballentine Partners
Massachusetts
$178M +$3.77M 13 3.06% Increased
1040
Teewinot Capital Advisers
Teewinot Capital Advisers
New York
$178M -$42.1M 4 18.14% Reduced
1041
Cornerstone Investment Partners
Cornerstone Investment Partners
Georgia
$178M +$325K 3 8.83% Increased
1042
MCI
McDonald Capital Investors
California
$177M -$1.62M 3 11.12% Reduced
1043
Talbot Financial
Talbot Financial
Washington
$177M -$7.7M 6 21.02% Reduced
1044
Level Four Advisory Services
Level Four Advisory Services
Texas
$176M +$7.94M 11 7.21% Increased
1045
Empirical Wealth Management
Empirical Wealth Management
Washington
$176M +$5.36M 10 4.78% Increased
1046
Cookson Peirce & Co
Cookson Peirce & Co
Pennsylvania
$176M -$1.28M 8 7.99% Reduced
1047
New Age Alpha Advisors
New Age Alpha Advisors
New York
$176M +$131M 11 7.12% Increased
1048
Callan Family Office
Callan Family Office
Pennsylvania
$176M +$142M 9 11.19% Increased
1049
Fifth Third Wealth Advisors
Fifth Third Wealth Advisors
Ohio
$176M +$13.3M 11 9.53% Increased
1050
Rheos Capital Works
Rheos Capital Works
Japan
$175M +$8.12M 7 9.71% Increased