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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
AlTi Global
AlTi Global
New York
$144M -$4.4M 8 3.47% Reduced
1102
Univest Financial
Univest Financial
Pennsylvania
$144M +$110M 6 9.51% Increased
1103
C
Chescapmanager
Maryland
$144M +$4.58M 4 15.27% Increased
1104
Hollencrest Capital Management
Hollencrest Capital Management
California
$144M -$236K 16 5.93% Reduced
1105
Mirabella Financial Services
Mirabella Financial Services
United Kingdom
$144M -$21.8M 4 7.98% Reduced
1106
First National Bank of Omaha
First National Bank of Omaha
Nebraska
$143M -$4.41M 5 9.15% Reduced
1107
Heritage Wealth Advisors
Heritage Wealth Advisors
Virginia
$143M +$4.79M 10 6.72% Increased
1108
Woodstock Corp
Woodstock Corp
Massachusetts
$143M -$827K 8 13.78% Reduced
1109
AP
Archon Partners
New Jersey
$143M $0 3 16.52% Maintained
1110
U.S. Capital Wealth Advisors
U.S. Capital Wealth Advisors
Texas
$142M -$4.33M 9 5% Reduced
1111
KMG Fiduciary Partners
KMG Fiduciary Partners
Ohio
$141M +$1.7M 7 12.21% Increased
1112
EQF
Evergreen Quality Fund
Cayman Islands
$141M -$364M 1 7.14% Reduced
1113
Pittenger & Anderson Inc
Pittenger & Anderson Inc
Nebraska
$140M +$1.51M 9 5.26% Increased
1114
Cyndeo Wealth Partners
Cyndeo Wealth Partners
Florida
$140M +$3.68M 6 9.81% Increased
1115
Global Retirement Partners
Global Retirement Partners
California
$140M +$5.03M 22 4.23% Increased
1116
Abner Herrman & Brock
Abner Herrman & Brock
New Jersey
$140M +$133K 6 16.91% Increased
1117
Pensioenfonds Rail & OV
Pensioenfonds Rail & OV
Netherlands
$140M +$81.2M 1 9.71% Increased
1118
Beese Fulmer Investment Management
Beese Fulmer Investment Management
Ohio
$140M +$645K 6 11.99% Increased
1119
Avestar Capital
Avestar Capital
New York
$138M +$10M 10 14.23% Increased
1120
Carret Asset Management
Carret Asset Management
New York
$138M +$649K 9 14.99% Increased
1121
DCM
Dupont Capital Management
Delaware
$138M -$8.93M 3 11.52% Reduced
1122
ARK Investment Management
ARK Investment Management
Florida
$138M +$39.1M 5 1.26% Increased
1123
Colonial Trust Advisors
Colonial Trust Advisors
South Carolina
$138M +$3.86M 15 11.9% Increased
1124
Ninety One North America
Ninety One North America
New York
$138M -$128M 2 9.35% Reduced
1125
Diversify Advisory Services
Diversify Advisory Services
Utah
$137M -$22.9M 9 7.39% Reduced