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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
1051
Congress Wealth Management
Congress Wealth Management
Massachusetts
$89.7M +$5.77M 9 2.42% Increased
1052
Adell Harriman & Carpenter
Adell Harriman & Carpenter
Texas
$89.7M -$96.2K 6 10.91% Reduced
1053
Melqart Asset Management
Melqart Asset Management
United Kingdom
$89.5M +$67.6M 5 6.85% Increased
1054
Wilbanks Smith & Thomas Asset Management
Wilbanks Smith & Thomas Asset Management
Virginia
$89.4M +$14.5M 8 3.83% Increased
1055
Valiant Capital Management
Valiant Capital Management
California
$89.3M +$3.55M 2 8.91% Increased
1056
Mass Ave Global
Mass Ave Global
New York
$89.1M +$64.3M 4 22.06% Increased
1057
J.M. Forbes & Co
J.M. Forbes & Co
Massachusetts
$89M +$1.29M 5 13.92% Increased
1058
Aaron Wealth Advisors
Aaron Wealth Advisors
Illinois
$89M +$63M 7 16.4% Increased
1059
Levin Capital Strategies
Levin Capital Strategies
New York
$88.7M -$929K 6 12.01% Reduced
1060
Washington Trust Advisors
Washington Trust Advisors
Massachusetts
$88.6M -$1.46M 14 8.3% Reduced
1061
McDaniel Terry & Co
McDaniel Terry & Co
Texas
$88.5M +$241K 5 11.46% Increased
1062
Ulysses Management
Ulysses Management
New York
$88.4M +$13.4M 3 12.64% Increased
1063
Pictet North America Advisors
Pictet North America Advisors
Switzerland
$88.1M -$12.5M 6 14.06% Reduced
1064
Sonora Investment Management Group
Sonora Investment Management Group
Arizona
$88M -$26M 6 11.31% Reduced
1065
Fulton Breakefield Broenniman
Fulton Breakefield Broenniman
Maryland
$87.8M +$2.61M 5 8.25% Increased
1066
Rockland Trust
Rockland Trust
Massachusetts
$87.6M +$2.55M 6 6.25% Increased
1067
Hoey Investments
Hoey Investments
Pennsylvania
$87.4M +$207K 11 34.33% Increased
1068
Harbor Investment Advisory
Harbor Investment Advisory
Maryland
$87.3M -$529K 19 14.38% Reduced
1069
Exchange Traded Concepts
Exchange Traded Concepts
Oklahoma
$87.2M -$9.9M 20 2.86% Reduced
1070
Massachusetts Institute of Technology
Massachusetts Institute of Technology
Massachusetts
$86.7M $0 1 14.75% Maintained
1071
Parker Investment Management
Parker Investment Management
California
$86.1M -$47.9M 4 28.17% Reduced
1072
Venture Visionary Partners
Venture Visionary Partners
Ohio
$86M +$1.98M 8 6.98% Increased
1073
Senator Investment Group
Senator Investment Group
New York
$85.8M +$96.5M 2 7.8% New
1074
Beaumont Financial Advisors
Beaumont Financial Advisors
Massachusetts
$85.3M -$112K 7 8.18% Reduced
1075
Narwhal Capital Management
Narwhal Capital Management
Georgia
$85.3M -$3.56M 4 12.35% Reduced