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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
National Philanthropic Trust
National Philanthropic Trust
Pennsylvania
$132M +$53.5K 7 2.4% Increased
1152
Fukoku Mutual Life Insurance
Fukoku Mutual Life Insurance
Japan
$132M -$849K 7 9.42% Reduced
1153
BCPEMI
Bain Capital Public Equity Management II
Massachusetts
$132M -$35.4M 1 5.67% Reduced
1154
Farther Finance Advisors
Farther Finance Advisors
California
$132M +$23.4M 29 4.94% Increased
1155
Compass Capital Management
Compass Capital Management
Minnesota
$131M +$903K 2 8.32% Increased
1156
Harbor Investment Advisory
Harbor Investment Advisory
Maryland
$131M -$648K 17 12.92% Reduced
1157
Boston Common Asset Management
Boston Common Asset Management
Massachusetts
$131M +$20.1M 7 3.4% Increased
1158
Renaissance Group
Renaissance Group
Kentucky
$131M -$2.92M 8 5.38% Reduced
1159
TritonPoint Wealth
TritonPoint Wealth
Maryland
$130M +$3.01M 7 11.91% Increased
1160
Principle Wealth Partners
Principle Wealth Partners
Connecticut
$130M -$537K 6 9.23% Reduced
1161
Barton Investment Management
Barton Investment Management
Pennsylvania
$130M -$629K 5 16.29% Reduced
1162
Check Capital Management
Check Capital Management
California
$130M -$960K 3 4% Reduced
1163
MADR
Milestones Administradora de Recursos
Brazil
$130M -$8.92M 3 51.64% Reduced
1164
ProVise Management Group
ProVise Management Group
Florida
$130M +$835K 6 10.27% Increased
1165
Patten & Patten
Patten & Patten
Tennessee
$129M +$885K 7 8.59% Increased
1166
Weiss Asset Management
Weiss Asset Management
Massachusetts
$129M +$128M 9 2.82% New
1167
Lee, Danner & Bass
Lee, Danner & Bass
Tennessee
$129M -$392K 8 9.1% Reduced
1168
Thematics Asset Management
Thematics Asset Management
France
$129M +$5.09M 6 5.11% Increased
1169
Fulton Bank
Fulton Bank
Pennsylvania
$129M +$2.5M 11 4.92% Increased
1170
JWCA
J.W. Cole Advisors
Florida
$129M +$5.87M 9 5.39% Increased
1171
SAM
SP Asset Management
California
$128M -$1.36M 9 10.59% Reduced
1172
DDD Partners
DDD Partners
Washington
$127M -$8.64M 5 13.82% Reduced
1173
Schaper Benz & Wise Investment Counsel
Schaper Benz & Wise Investment Counsel
Wisconsin
$127M +$1.31M 6 10.13% Increased
1174
Spyglass Capital Management
Spyglass Capital Management
California
$127M +$33.8M 2 8.32% Increased
1175
Foster Dykema Cabot & Partners
Foster Dykema Cabot & Partners
Massachusetts
$126M +$1.64M 9 10.58% Increased