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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
1201
Beacon Investment Advisory Services
Beacon Investment Advisory Services
New Jersey
$122M -$5.76M 7 5.68% Reduced
1202
Colonial Trust Advisors
Colonial Trust Advisors
South Carolina
$122M +$313K 14 10.81% Increased
1203
JTC Employer Solutions Trustee
JTC Employer Solutions Trustee
Jersey
$121M -$91.6M 10 9.96% Reduced
1204
Principle Wealth Partners
Principle Wealth Partners
Connecticut
$121M +$250K 6 8.66% Increased
1205
First National Bank of Omaha
First National Bank of Omaha
Nebraska
$121M -$9.01M 5 8.26% Reduced
1206
Boston Common Asset Management
Boston Common Asset Management
Massachusetts
$121M +$1.38M 5 3.66% Increased
1207
Sumitomo Mitsui Financial Group
Sumitomo Mitsui Financial Group
Japan
$121M +$16.4M 7 2.21% Increased
1208
Fulton Bank
Fulton Bank
Pennsylvania
$120M +$58.5K 11 4.86% Increased
1209
TCOT
Trust Company of Toledo
Ohio
$120M +$1.41M 6 15.86% Increased
1210
ExodusPoint Capital Management
ExodusPoint Capital Management
New York
$120M -$38.7M 15 1.18% Reduced
1211
Foster Dykema Cabot & Partners
Foster Dykema Cabot & Partners
Massachusetts
$119M -$1.24M 6 9.57% Reduced
1212
MUFG Securities Americas
MUFG Securities Americas
New York
$119M +$22.4M 9 13.84% Increased
1213
NorthRock Partners
NorthRock Partners
Minnesota
$119M +$308K 7 4% Increased
1214
Letko, Brosseau & Associates
Letko, Brosseau & Associates
Quebec, Canada
$119M -$60.4M 2 2.53% Reduced
1215
Ascent Group
Ascent Group
Virginia
$119M +$30.5M 11 5.1% Increased
1216
Mark Asset Management
Mark Asset Management
New York
$119M +$31.4M 5 11.49% Increased
1217
Osborne Partners Capital Management
Osborne Partners Capital Management
California
$119M +$4.32M 7 6.83% Increased
1218
Cartenna Capital
Cartenna Capital
Connecticut
$119M +$136M 2 7.2% New
1219
GAMMA Investing
GAMMA Investing
California
$119M +$13.6M 27 8.89% Increased
1220
Patten & Patten
Patten & Patten
Tennessee
$118M +$1.83M 7 7.93% Increased
1221
Cat Rock Capital Management
Cat Rock Capital Management
Connecticut
$118M +$45M 2 15.72% Increased
1222
SP Asset Management
SP Asset Management
California
$118M -$1.8M 9 10.44% Reduced
1223
Sycomore Asset Management
Sycomore Asset Management
France
$118M $0 7 16.75% Maintained
1224
Check Capital Management
Check Capital Management
California
$118M -$719K 3 3.43% Reduced
1225
PFG Investments
PFG Investments
New York
$117M -$1.26M 11 7.54% Reduced