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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
1226
Donor Advised Charitable Giving
Donor Advised Charitable Giving
California
$92.8M $0 5 10.44% Maintained
1227
Alerus Financial
Alerus Financial
North Dakota
$92.8M -$2.99M 4 9.36% Reduced
1228
Means Investment Company
Means Investment Company
Maine
$92.6M +$3.9M 9 18.51% Increased
1229
Pittenger & Anderson Inc
Pittenger & Anderson Inc
Nebraska
$92.5M -$1.7M 10 4.74% Reduced
1230
Geneos Wealth Management
Geneos Wealth Management
Colorado
$92.5M -$23.2M 23 3.61% Reduced
1231
DP
DSAM Partners
United Kingdom
$92.3M +$23.5M 4 15.5% Increased
1232
Dakota Wealth Management
Dakota Wealth Management
Florida
$92M +$2.7M 6 10.96% Increased
1233
Rothschild Investment LLC
Rothschild Investment LLC
Illinois
$91.9M +$449K 7 7.31% Increased
1234
PKO Investment Management Joint-Stock
PKO Investment Management Joint-Stock
Poland
$91.7M $0 3 11.5% Maintained
1235
Woodline Partners
Woodline Partners
California
$91.7M +$59.4M 6 1.71% Increased
1236
Campbell Newman Asset Management
Campbell Newman Asset Management
Wisconsin
$91.7M -$999K 5 9% Reduced
1237
Wilbanks Smith & Thomas Asset Management
Wilbanks Smith & Thomas Asset Management
Virginia
$91.6M +$2.73M 9 3.59% Increased
1238
Bank Hapoalim BM
Bank Hapoalim BM
Israel
$91.4M +$70.7K 10 10.34% Increased
1239
SeaCrest Wealth Management
SeaCrest Wealth Management
New York
$91.3M -$892K 11 11.01% Reduced
1240
Grimes & Company
Grimes & Company
Massachusetts
$91M +$12.4M 6 3.95% Increased
1241
Taikang Asset Management (HK)
Taikang Asset Management (HK)
Hong Kong
$91M +$6.23M 6 14.04% Increased
1242
Bell Asset Management
Bell Asset Management
Australia
$90.9M +$24.7M 4 17.78% Increased
1243
FRG Family Wealth Advisors
FRG Family Wealth Advisors
Washington
$90.7M +$759K 6 17.23% Increased
1244
Check Capital Management
Check Capital Management
California
$90.6M -$277K 4 4.09% Reduced
1245
Lyell Wealth Management
Lyell Wealth Management
California
$90.6M +$3.77M 8 11.21% Increased
1246
Fiduciary Group
Fiduciary Group
Georgia
$90.4M +$1.22M 7 10.46% Increased
1247
Galvin Gaustad & Stein
Galvin Gaustad & Stein
Arizona
$90.2M -$12.5M 7 8.59% Reduced
1248
Polar Asset Management Partners
Polar Asset Management Partners
Ontario, Canada
$90.2M +$37.4M 7 0.92% Increased
1249
SignatureFD
SignatureFD
Georgia
$90M +$6.64M 28 3.59% Increased
1250
C
Chescapmanager
Maryland
$90M +$2.33M 4 9.87% Increased