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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
Kimelman & Baird
Kimelman & Baird
New York
$187M -$19.7M 8 15.26% Reduced
1052
Gerber Kawasaki Wealth & Investment Management
Gerber Kawasaki Wealth & Investment Management
California
$187M -$757K 11 7.24% Reduced
1053
CreativeOne Wealth
CreativeOne Wealth
Kansas
$187M +$10.3M 15 4.91% Increased
1054
GMF
Grace & Mercy Foundation
New York
$187M -$10M 3 38.76% Reduced
1055
Cortland Associates
Cortland Associates
Missouri
$187M -$21.8M 5 21.78% Reduced
1056
Hardman Johnston Global Advisors
Hardman Johnston Global Advisors
Connecticut
$187M -$24M 6 8.27% Reduced
1057
MTC
McDaniel Terry & Co
Texas
$186M -$1.99M 6 15.22% Reduced
1058
Hosking Partners
Hosking Partners
United Kingdom
$186M -$2.5M 2 7.4% Reduced
1059
MGO One Seven
MGO One Seven
Ohio
$186M +$11M 17 5.97% Increased
1060
Thornburg Investment Management
Thornburg Investment Management
New Mexico
$186M +$831K 6 2.39% Increased
1061
Soltis Investment Advisors
Soltis Investment Advisors
Utah
$185M +$25.8M 9 14.54% Increased
1062
Spyglass Capital Management
Spyglass Capital Management
California
$184M +$3.57M 2 10.88% Increased
1063
MUFG Securities Americas
MUFG Securities Americas
New York
$184M +$32.9M 9 15.78% Increased
1064
Fiduciary Management Inc
Fiduciary Management Inc
Wisconsin
$184M -$51.8M 1 1.77% Reduced
1065
Giverny Capital
Giverny Capital
Quebec, Canada
$184M +$4.02M 4 6.32% Increased
1066
U.S. Capital Wealth Advisors
U.S. Capital Wealth Advisors
Texas
$184M -$3.22M 12 5.38% Reduced
1067
Grimes & Company
Grimes & Company
Massachusetts
$183M -$8.14M 8 4.99% Reduced
1068
Avity Investment Management
Avity Investment Management
Connecticut
$183M -$4.47M 6 13.62% Reduced
1069
Atika Capital Management
Atika Capital Management
New York
$183M +$45.9M 4 18.33% Increased
1070
J.M. Forbes & Co
J.M. Forbes & Co
Massachusetts
$183M -$530K 6 16.75% Reduced
1071
ALPS Advisors
ALPS Advisors
Colorado
$183M -$7.26M 12 1.06% Reduced
1072
Narwhal Capital Management
Narwhal Capital Management
Georgia
$183M -$2.73M 5 14.68% Reduced
1073
Atria Wealth Solutions
Atria Wealth Solutions
New York
$183M -$214M 14 4.13% Reduced
1074
Albion Financial Group
Albion Financial Group
Utah
$182M -$22.5M 15 11.89% Reduced
1075
Hemenway Trust Hemenway Trust
Hemenway Trust Hemenway Trust
New Hampshire
$182M -$3.35M 7 14.08% Reduced