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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
ALPS Advisors
ALPS Advisors
Colorado
$154M +$1.19M 12 0.89% Increased
1052
Hemenway Trust Hemenway Trust
Hemenway Trust Hemenway Trust
New Hampshire
$153M +$5.2M 7 12.49% Increased
1053
Summit Financial
Summit Financial
New Jersey
$153M +$45.8M 7 4.3% Increased
1054
Farther Finance Advisors
Farther Finance Advisors
California
$153M +$37.8M 30 3.91% Increased
1055
J. Goldman & Co
J. Goldman & Co
New York
$153M +$82.3M 5 3.78% Increased
1056
Arkadios Wealth Advisors
Arkadios Wealth Advisors
Georgia
$153M +$49.3M 12 5.79% Increased
1057
Gerber Kawasaki Wealth & Investment Management
Gerber Kawasaki Wealth & Investment Management
California
$153M +$4.83M 11 6.88% Increased
1058
LGT Fund Management
LGT Fund Management
Liechtenstein
$153M +$3.01M 9 13.79% Increased
1059
Cobblestone Capital Advisors
Cobblestone Capital Advisors
New York
$153M -$743K 7 8.38% Reduced
1060
AP
Archon Partners
New Jersey
$153M +$10.8M 5 18.52% Increased
1061
XN LP
XN LP
New York
$153M -$121M 2 6.95% Reduced
1062
Vestor Capital
Vestor Capital
Illinois
$153M -$62.7M 9 12.56% Reduced
1063
Plato Investment Management
Plato Investment Management
Australia
$153M -$17M 15 12.86% Reduced
1064
Teewinot Capital Advisers
Teewinot Capital Advisers
New York
$152M +$3.78M 4 15.58% Increased
1065
Talbot Financial
Talbot Financial
Washington
$152M -$3.4M 4 19.06% Reduced
1066
Equitable Trust
Equitable Trust
Tennessee
$152M +$4.28M 8 8.43% Increased
1067
Wilkinson Global Asset Management
Wilkinson Global Asset Management
New York
$152M -$2.44M 4 9.5% Reduced
1068
Narwhal Capital Management
Narwhal Capital Management
Georgia
$152M +$6.26M 4 13.51% Increased
1069
Savoie Capital
Savoie Capital
Illinois
$152M $0 4 18.06% Maintained
1070
MCI
McDonald Capital Investors
California
$151M -$115K 3 9.51% Reduced
1071
J.M. Forbes & Co
J.M. Forbes & Co
Massachusetts
$150M +$3.6M 6 14.56% Increased
1072
Aviso Financial
Aviso Financial
Ontario, Canada
$150M +$2.29M 8 7.4% Increased
1073
Longbow Finance
Longbow Finance
Switzerland
$149M +$15.5M 6 17.9% Increased
1074
Jain Global
Jain Global
New York
$149M +$139M 14 1.78% Increased
1075
Philadelphia Trust Company
Philadelphia Trust Company
Pennsylvania
$149M -$14.8M 6 12.74% Reduced