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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
Wedmont Private Capital
Wedmont Private Capital
Pennsylvania
$149M +$1.16M 14 6.34% Increased
1202
AlTi Global
AlTi Global
New York
$149M +$2.03M 8 3.73% Increased
1203
JCM
Jag Capital Management
Missouri
$148M -$812K 7 16.6% Reduced
1204
Harbor Investment Advisory
Harbor Investment Advisory
Maryland
$148M -$784K 16 13.16% Reduced
1205
Grandfield & Dodd
Grandfield & Dodd
New York
$147M -$660K 6 8.62% Reduced
1206
RDST Capital
RDST Capital
Washington
$147M -$6.76M 2 14.71% Reduced
1207
Sumitomo Mitsui Financial Group
Sumitomo Mitsui Financial Group
Japan
$147M +$1.82M 9 2.39% Increased
1208
Clough Capital Partners
Clough Capital Partners
Massachusetts
$147M +$62.4M 4 14.6% Increased
1209
Twin Capital Management
Twin Capital Management
Pennsylvania
$147M +$5M 11 15.58% Increased
1210
Fulton Bank
Fulton Bank
Pennsylvania
$146M -$2.57M 10 5.41% Reduced
1211
Dundas Partners
Dundas Partners
United Kingdom
$146M $0 2 10.17% Maintained
1212
Moran Wealth Management
Moran Wealth Management
Florida
$146M +$8.88M 8 4.5% Increased
1213
SAM
SP Asset Management
California
$146M -$1.82M 10 12.03% Reduced
1214
Jefferies Financial Group
Jefferies Financial Group
New York
$145M -$65M 13 1.22% Reduced
1215
PFG Investments
PFG Investments
New York
$145M -$1.17M 14 8.52% Reduced
1216
Columbus Hill Capital Management
Columbus Hill Capital Management
New Jersey
$145M +$20.1M 3 20.91% Increased
1217
First National Bank of Omaha
First National Bank of Omaha
Nebraska
$145M -$3.87M 5 9.38% Reduced
1218
TritonPoint Wealth
TritonPoint Wealth
Maryland
$145M -$3.13M 8 13.42% Reduced
1219
Foster Dykema Cabot & Partners
Foster Dykema Cabot & Partners
Massachusetts
$145M +$465K 6 10.2% Increased
1220
BLB&B Advisors
BLB&B Advisors
Pennsylvania
$145M -$565K 6 6.75% Reduced
1221
United Asset Strategies
United Asset Strategies
New York
$144M +$7.59M 7 12.34% Increased
1222
Morningstar Investment Management
Morningstar Investment Management
Illinois
$144M +$10.5M 6 12.66% Increased
1223
Noked Israel
Noked Israel
Israel
$144M -$3.41M 1 26.55% Reduced
1224
Patten & Patten
Patten & Patten
Tennessee
$144M -$2.95M 7 9.29% Reduced
1225
ProVise Management Group
ProVise Management Group
Florida
$143M +$1.08M 6 11.33% Increased