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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
AlTi Global
AlTi Global
New York
$117M -$15.3M 8 3.08% Reduced
1227
American National Bank & Trust
American National Bank & Trust
Texas
$117M -$2.65M 10 13.02% Reduced
1228
BLB&B Advisors
BLB&B Advisors
Pennsylvania
$117M -$10.5M 6 5.97% Reduced
1229
LCM
Lionstone Capital Management
New York
$117M $0 2 32.4% Maintained
1230
Dundas Partners
Dundas Partners
United Kingdom
$117M $0 2 8.62% Maintained
1231
Lyell Wealth Management
Lyell Wealth Management
California
$117M +$6.97M 10 10.92% Increased
1232
Adapt Investment Managers
Adapt Investment Managers
Switzerland
$117M +$133M 3 3.99% New
1233
Penn Davis McFarland
Penn Davis McFarland
Texas
$116M -$1.06M 4 13.76% Reduced
1234
Compass Capital Management
Compass Capital Management
Minnesota
$116M -$647K 2 7.65% Reduced
1235
MayTech Global Investments
MayTech Global Investments
New York
$116M +$5.64M 3 15.08% Increased
1236
Knights of Columbus Asset Advisors
Knights of Columbus Asset Advisors
Connecticut
$116M +$14.1M 11 7.99% Increased
1237
Schaper Benz & Wise Investment Counsel
Schaper Benz & Wise Investment Counsel
Wisconsin
$116M -$102K 6 9.41% Reduced
1238
Wedmont Private Capital
Wedmont Private Capital
Pennsylvania
$116M +$6.67M 13 5.92% Increased
1239
Appleton Partners
Appleton Partners
Massachusetts
$115M +$706K 6 8.91% Increased
1240
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley
Virginia
$115M -$10.9M 9 1.94% Reduced
1241
Middleton & Co
Middleton & Co
Massachusetts
$115M -$2.78M 6 13.45% Reduced
1242
TBBL
True Blue (BVI) Ltd
$115M $0 3 84.12% Maintained
1243
Meridiem Capital Partners
Meridiem Capital Partners
Texas
$115M +$69.8M 3 11.98% Increased
1244
Grandfield & Dodd
Grandfield & Dodd
New York
$115M +$2.13M 6 7.12% Increased
1245
Renaissance Group
Renaissance Group
Kentucky
$115M -$5.84M 8 5.06% Reduced
1246
Lee, Danner & Bass
Lee, Danner & Bass
Tennessee
$115M -$3.37M 8 9.27% Reduced
1247
Hartline Investment Corp
Hartline Investment Corp
Illinois
$114M -$36.1M 8 15.25% Reduced
1248
Barton Investment Management
Barton Investment Management
Pennsylvania
$114M -$17.6M 5 14.03% Reduced
1249
Optiver Holding
Optiver Holding
Netherlands
$114M -$56M 11 0.07% Reduced
1250
Rothschild Investment LLC
Rothschild Investment LLC
Illinois
$113M -$1.07M 27 7.59% Reduced