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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
1101
Jones Financial Companies
Jones Financial Companies
Missouri
$83.3M +$67.3K 5 0.17% Increased
1102
Elite Wealth Management
Elite Wealth Management
Washington
$83M +$2.26M 6 11.46% Increased
1103
Parus Finance (UK)
Parus Finance (UK)
United Kingdom
$82.8M -$445K 4 28.22% Reduced
1104
USCA RIA
USCA RIA
Texas
$82.5M +$4.16M 12 6.47% Increased
1105
Jasper Ridge Partners
Jasper Ridge Partners
California
$82.5M +$7.62M 9 4.75% Increased
1106
Compass Capital Management
Compass Capital Management
Minnesota
$82.4M +$35.9M 2 7.99% Increased
1107
ARS Investment Partners
ARS Investment Partners
New York
$82.2M +$118K 5 12.92% Increased
1108
Mission Wealth Management
Mission Wealth Management
California
$81.9M +$3.1M 9 6.14% Increased
1109
Tran Capital Management
Tran Capital Management
California
$81.9M +$11.6M 2 8.82% Increased
1110
Vista Equity Partners Management
Vista Equity Partners Management
California
$81.6M -$48.5K 5 1.57% Reduced
1111
Diversified Trust
Diversified Trust
Tennessee
$81.5M +$6.74M 13 3.76% Increased
1112
Burleson & Co
Burleson & Co
California
$81.4M +$16.8M 7 15.41% Increased
1113
Hemenway Trust Hemenway Trust
Hemenway Trust Hemenway Trust
New Hampshire
$81.3M -$2.23M 5 10.57% Reduced
1114
Lockheed Martin Investment Management
Lockheed Martin Investment Management
Maryland
$81.1M -$25.5M 4 5.03% Reduced
1115
Hoey Investments
Hoey Investments
Pennsylvania
$81M +$4.61M 9 32.72% Increased
1116
Dynamo Internacional Gestao de Recursos
Dynamo Internacional Gestao de Recursos
Brazil
$81M +$22M 1 5.79% Increased
1117
MA
Mutual Advisors
Nebraska
$80.9M +$6.32M 14 7.02% Increased
1118
Wedgewood Partners
Wedgewood Partners
Missouri
$80.7M +$14.3M 3 12.76% Increased
1119
ALAM
Asahi Life Asset Management
Japan
$80.7M -$1.31M 8 11.9% Reduced
1120
Waters Parkerson & Co
Waters Parkerson & Co
Louisiana
$80.6M -$2.3M 6 6.06% Reduced
1121
Alley Company
Alley Company
Illinois
$80.3M -$1.25M 4 5.82% Reduced
1122
Weatherly Asset Management
Weatherly Asset Management
California
$80.3M -$2.37M 7 12.96% Reduced
1123
McDaniel Terry & Co
McDaniel Terry & Co
Texas
$80.3M -$526K 4 11.36% Reduced
1124
Woodstock Corp
Woodstock Corp
Massachusetts
$80.2M -$3.43M 9 12.96% Reduced
1125
HRT Financial
HRT Financial
New York
$80.2M +$16M 13 2.33% Increased