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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
1176
Lee, Danner & Bass
Lee, Danner & Bass
Tennessee
$134M +$126M 8 10.34% New
1177
Castle Hook Partners
Castle Hook Partners
New York
$134M +$9.38M 1 3.15% Increased
1178
Appleton Partners
Appleton Partners
Massachusetts
$134M -$1.97M 6 10.31% Reduced
1179
TritonPoint Wealth
TritonPoint Wealth
Maryland
$134M +$4.52M 7 12.87% Increased
1180
BFS
Bard Financial Services
Connecticut
$133M -$1.18M 6 13.78% Reduced
1181
Thematics Asset Management
Thematics Asset Management
France
$133M +$30.9M 6 5.44% Increased
1182
Abner Herrman & Brock
Abner Herrman & Brock
New Jersey
$133M +$50.3K 6 16.82% Increased
1183
American National Bank & Trust
American National Bank & Trust
Texas
$133M +$2.07M 11 16.51% Increased
1184
Fifth Third Wealth Advisors
Fifth Third Wealth Advisors
Ohio
$132M +$71.7M 10 10.04% Increased
1185
Atlantic Union Bankshares
Atlantic Union Bankshares
Virginia
$132M +$45.6M 6 8.24% Increased
1186
Principle Wealth Partners
Principle Wealth Partners
Connecticut
$132M +$830K 6 10.05% Increased
1187
CSM Advisors
CSM Advisors
Pennsylvania
$132M -$2.75M 5 9.3% Reduced
1188
ProVise Management Group
ProVise Management Group
Florida
$131M +$2.37M 6 11.19% Increased
1189
Fukoku Mutual Life Insurance
Fukoku Mutual Life Insurance
Japan
$131M +$1.81M 7 10.11% Increased
1190
SP Asset Management
SP Asset Management
California
$131M -$1.32M 8 11.95% Reduced
1191
Middleton & Co
Middleton & Co
Massachusetts
$131M -$3.99M 6 15.25% Reduced
1192
Grassi Investment Management
Grassi Investment Management
California
$131M +$1.43M 8 11.62% Increased
1193
Asset Advisors Investment Management
Asset Advisors Investment Management
Georgia
$131M +$4.16M 5 14.26% Increased
1194
Foster Dykema Cabot & Partners
Foster Dykema Cabot & Partners
Massachusetts
$131M +$2.56M 7 11.71% Increased
1195
IMC Chicago
IMC Chicago
Illinois
$130M -$69.2M 9 0.08% Reduced
1196
Amica Mutual Insurance
Amica Mutual Insurance
Rhode Island
$130M -$1.53M 4 12.93% Reduced
1197
Southeast Asset Advisors
Southeast Asset Advisors
Georgia
$130M -$5.82M 6 15.62% Reduced
1198
Fulton Bank
Fulton Bank
Pennsylvania
$130M -$840K 11 5.25% Reduced
1199
Coerente Capital Management
Coerente Capital Management
Ontario, Canada
$130M -$6.72M 6 25.31% Reduced
1200
Unigestion Holding
Unigestion Holding
Switzerland
$129M +$1.76M 7 7.11% Increased