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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
Cyndeo Wealth Partners
Cyndeo Wealth Partners
Florida
$141M +$14M 6 9.24% Increased
1102
Cooperman Leon G
Cooperman Leon G
$140M $0 2 5.57% Maintained
1103
Act Two Investors
Act Two Investors
California
$140M -$515K 5 29.7% Reduced
1104
Frank Rimerman Advisors
Frank Rimerman Advisors
California
$140M -$4.03M 12 11.08% Reduced
1105
Sowell Financial Services
Sowell Financial Services
Arkansas
$140M +$3.24M 12 6.35% Increased
1106
Sawgrass Asset Management
Sawgrass Asset Management
Florida
$139M -$17.5M 6 17.09% Reduced
1107
SVB Wealth
SVB Wealth
Massachusetts
$139M -$195M 23 5.72% Reduced
1108
Granite Investment Partners
Granite Investment Partners
California
$139M -$12.3M 6 7.06% Reduced
1109
MGO One Seven
MGO One Seven
Ohio
$139M +$6.73M 12 5.38% Increased
1110
CTC (Chicago Trading Company)
CTC (Chicago Trading Company)
Illinois
$138M +$93.9M 3 0.1% Increased
1111
Burney Company
Burney Company
Virginia
$138M -$9.1M 9 5.03% Reduced
1112
Lowe Brockenbrough & Co
Lowe Brockenbrough & Co
Virginia
$138M -$2.07M 6 9.08% Reduced
1113
Unigestion Holding
Unigestion Holding
Switzerland
$138M +$2.04M 7 8.1% Increased
1114
Sonora Investment Management Group
Sonora Investment Management Group
Arizona
$138M -$23.2M 5 10.9% Reduced
1115
GAMCO Investors
GAMCO Investors
Connecticut
$137M -$14.3M 10 1.51% Reduced
1116
Pittenger & Anderson Inc
Pittenger & Anderson Inc
Nebraska
$137M +$1.3M 12 5.02% Increased
1117
Washington Trust Advisors
Washington Trust Advisors
Massachusetts
$137M +$6.2M 9 12.16% Increased
1118
Tower Bridge Advisors
Tower Bridge Advisors
Pennsylvania
$137M -$2.71M 6 15.29% Reduced
1119
Nixon Peabody Trust
Nixon Peabody Trust
Massachusetts
$137M +$495K 7 11.59% Increased
1120
Callahan Advisors
Callahan Advisors
Texas
$136M +$3.29M 6 13% Increased
1121
Private Advisory Group
Private Advisory Group
Washington
$136M +$15.3M 8 15.24% Increased
1122
Founders Capital Management (Connecticut)
Founders Capital Management (Connecticut)
Connecticut
$136M +$224K 5 24.99% Increased
1123
J. Stern & Co
J. Stern & Co
United Kingdom
$136M +$12.3M 3 13.02% Increased
1124
Roundview Capital
Roundview Capital
New Jersey
$136M -$2.33M 6 9.79% Reduced
1125
Meeder Advisory Services
Meeder Advisory Services
Ohio
$136M +$5.91M 10 8.13% Increased