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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
Nixon Peabody Trust
Nixon Peabody Trust
Massachusetts
$152M -$17.3M 6 13.52% Reduced
1102
Wealthspire Advisors (New York)
Wealthspire Advisors (New York)
New York
$152M +$13.6M 9 1.94% Increased
1103
AP
Archon Partners
New Jersey
$151M $0 3 19.44% Maintained
1104
Donaldson Capital Management
Donaldson Capital Management
Indiana
$151M -$1.41M 6 6.34% Reduced
1105
Beaumont Financial Advisors
Beaumont Financial Advisors
Massachusetts
$151M -$714K 8 12.08% Reduced
1106
Roundview Capital
Roundview Capital
New Jersey
$151M +$1.91M 6 11.88% Increased
1107
Gratus Capital
Gratus Capital
Georgia
$151M +$12.3M 10 6.03% Increased
1108
Newbrook Capital Advisors
Newbrook Capital Advisors
New York
$150M +$3.44M 2 22.1% Increased
1109
Suvretta Capital Management
Suvretta Capital Management
New York
$150M +$16.3M 3 5.51% Increased
1110
BDF Gestion
BDF Gestion
France
$149M +$140M 2 14.37% New
1111
Richard Bernstein Advisors
Richard Bernstein Advisors
New York
$149M -$2.88M 5 3.31% Reduced
1112
C
Chescapmanager
Maryland
$149M +$10.6M 4 11.97% Increased
1113
FJ Investments
FJ Investments
Utah
$148M +$96.4K 2 14.45% Increased
1114
Woodstock Corp
Woodstock Corp
Massachusetts
$148M -$635K 8 15.03% Reduced
1115
Quest Investment Management
Quest Investment Management
Oregon
$148M -$4.62M 4 16.34% Reduced
1116
Applied Finance Capital Management
Applied Finance Capital Management
Puerto Rico
$148M +$61.8M 5 6.82% Increased
1117
U.S. Capital Wealth Advisors
U.S. Capital Wealth Advisors
Texas
$147M -$4.92M 10 5.57% Reduced
1118
Timucuan Asset Management
Timucuan Asset Management
Florida
$147M -$851 2 5.04% Reduced
1119
Heritage Wealth Advisors
Heritage Wealth Advisors
Virginia
$146M -$955K 10 6.61% Reduced
1120
TFS
Thoroughbred Financial Services
Tennessee
$146M +$34.4M 9 9.78% Increased
1121
Noked Israel
Noked Israel
Israel
$146M -$4.49M 3 40.34% Reduced
1122
Clough Capital Partners
Clough Capital Partners
Massachusetts
$146M -$17.9M 3 15.96% Reduced
1123
Beese Fulmer Investment Management
Beese Fulmer Investment Management
Ohio
$146M +$2.49M 6 13.3% Increased
1124
MADR
Milestones Administradora de Recursos
Brazil
$146M +$4.68M 3 61.28% Increased
1125
E Fund Management
E Fund Management
China
$146M +$17.2M 8 8.05% Increased