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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
1151
Cyndeo Wealth Partners
Cyndeo Wealth Partners
Florida
$129M -$1.99M 6 10.69% Reduced
1152
Marex Group
Marex Group
$128M +$4.99M 15 4.17% Increased
1153
Oribel Capital Management
Oribel Capital Management
New York
$128M -$18.8M 2 7.5% Reduced
1154
Peninsula Wealth
Peninsula Wealth
California
$128M -$554K 7 25.49% Reduced
1155
Bain Capital Public Equity Management II
Bain Capital Public Equity Management II
Massachusetts
$127M +$1.44M 1 5.04% Increased
1156
Savoie Capital
Savoie Capital
Illinois
$127M +$71.8M 4 17.7% Increased
1157
Milestones Administradora de Recursos
Milestones Administradora de Recursos
Brazil
$127M +$40.3M 3 68.17% Increased
1158
PFG Investments
PFG Investments
New York
$127M +$71.8M 11 7.66% Increased
1159
Summit Trail Advisors
Summit Trail Advisors
New York
$127M +$19.4M 13 3.37% Increased
1160
Callahan Advisors
Callahan Advisors
Texas
$126M +$104K 5 13.27% Increased
1161
Wealthspire Advisors (New York)
Wealthspire Advisors (New York)
New York
$126M -$4.13M 9 1.68% Reduced
1162
Colonial Trust Advisors
Colonial Trust Advisors
South Carolina
$126M -$1.53M 15 12.42% Reduced
1163
Carret Asset Management
Carret Asset Management
New York
$126M -$428K 8 14.79% Reduced
1164
Jag Capital Management
Jag Capital Management
Missouri
$126M -$4.73M 6 17.77% Reduced
1165
Procyon Advisors
Procyon Advisors
Connecticut
$125M +$5.36M 9 9.71% Increased
1166
Abner Herrman & Brock
Abner Herrman & Brock
New Jersey
$125M +$16.2M 5 15.61% Increased
1167
Baltimore-Washington Financial Advisors
Baltimore-Washington Financial Advisors
Maryland
$125M +$2.71M 4 7.77% Increased
1168
Harbor Investment Advisory
Harbor Investment Advisory
Maryland
$125M -$842K 17 13.05% Reduced
1169
BFS
Bard Financial Services
Connecticut
$125M -$2.13M 6 13.23% Reduced
1170
Fukoku Mutual Life Insurance
Fukoku Mutual Life Insurance
Japan
$124M -$5.55M 9 9.75% Reduced
1171
Grassi Investment Management
Grassi Investment Management
California
$124M +$1.82M 8 11.17% Increased
1172
Patten & Patten
Patten & Patten
Tennessee
$123M +$4.54M 7 8.77% Increased
1173
Appleton Partners
Appleton Partners
Massachusetts
$123M -$3.63M 8 9.56% Reduced
1174
Value Star Asset Management
Value Star Asset Management
Hong Kong
$123M -$1.27M 4 42.38% Reduced
1175
National Philanthropic Trust
National Philanthropic Trust
Pennsylvania
$123M -$1.96M 8 2.68% Reduced