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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
1076
HoyleCohen
HoyleCohen
California
$60M +$530K 8 10.58% Increased
1077
RNC Capital Management
RNC Capital Management
California
$60M -$304K 7 4.18% Reduced
1078
Destination Wealth Management
Destination Wealth Management
California
$60M -$711K 14 3.38% Reduced
1079
Brandes Investment Partners
Brandes Investment Partners
California
$60M +$1.4M 3 1.39% Increased
1080
Woodstock Corp
Woodstock Corp
Massachusetts
$59.9M -$1.38M 9 10.74% Reduced
1081
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$59.5M +$51.2M 8 7.86% Increased
1082
Estabrook Capital Management
Estabrook Capital Management
New York
$59.4M +$2.74M 8 9.85% Increased
1083
TC
TownSquare Capital
Utah
$59.2M +$17.5M 8 4.57% Increased
1084
FA
FDx Advisors
Illinois
$59.1M +$20.7M 10 2.4% Increased
1085
Waters Parkerson & Co
Waters Parkerson & Co
Louisiana
$59.1M +$285K 6 4.97% Increased
1086
Third Point
Third Point
New York
$59M +$54.6M 1 0.66% New
1087
BAS
Brown Advisory Securities
Maryland
$58.9M -$17.1M 8 13.85% Reduced
1088
Huber Capital Management
Huber Capital Management
California
$58.9M -$9.6M 4 6.24% Reduced
1089
Albion Financial Group
Albion Financial Group
Utah
$58.8M +$702K 7 7.98% Increased
1090
Godsey & Gibb Inc
Godsey & Gibb Inc
Virginia
$58.8M +$807K 5 8.92% Increased
1091
Ironvine Capital Partners
Ironvine Capital Partners
Nebraska
$58.4M +$133K 4 11.04% Increased
1092
Mariner Independent Advisor Network
Mariner Independent Advisor Network
Kansas
$58.3M -$9.33M 5 4.92% Reduced
1093
Jones Financial Companies
Jones Financial Companies
Missouri
$58.2M -$1.14M 5 0.13% Reduced
1094
UBS O'Connor
UBS O'Connor
Illinois
$58.2M -$695K 6 1.63% Reduced
1095
Kimelman & Baird
Kimelman & Baird
New York
$58.2M -$2.24M 6 8.37% Reduced
1096
Meiji Yasuda Life Insurance
Meiji Yasuda Life Insurance
Japan
$57.8M -$7M 9 8.74% Reduced
1097
Doyle Wealth Management
Doyle Wealth Management
Florida
$57.7M +$4.3M 6 8.39% Increased
1098
Carret Asset Management
Carret Asset Management
New York
$57.4M -$523K 9 9.37% Reduced
1099
Dearborn Partners
Dearborn Partners
Illinois
$57.1M +$8.89M 7 3.81% Increased
1100
PAM
Private Asset Management
California
$57.1M +$720K 7 10.16% Increased