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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
1251
Narwhal Capital Management
Narwhal Capital Management
Georgia
$47.1M -$1.68M 6 9.47% Reduced
1252
FRG Family Wealth Advisors
FRG Family Wealth Advisors
Washington
$47.1M -$184K 6 12.14% Reduced
1253
Robeco Schweiz
Robeco Schweiz
Switzerland
$47.1M +$3.8M 3 2.02% Increased
1254
Appleton Partners
Appleton Partners
Massachusetts
$46.9M +$1.22M 7 5.67% Increased
1255
Murphy Capital Management
Murphy Capital Management
New Jersey
$46.9M -$311K 6 7.05% Reduced
1256
JWBC
J.W. Burns & Co
New York
$46.6M -$248K 7 10.72% Reduced
1257
IBM Retirement Fund
IBM Retirement Fund
New York
$46.5M -$1.46M 8 8.75% Reduced
1258
Wealthstreet Investment Advisors
Wealthstreet Investment Advisors
Texas
$46.5M +$4.57M 10 5.95% Increased
1259
IberiaBank
IberiaBank
Louisiana
$46.5M -$243K 6 5.37% Reduced
1260
Bell Asset Management
Bell Asset Management
Australia
$46.2M -$17.8K 3 7.1% Reduced
1261
Matrix Asset Advisors
Matrix Asset Advisors
New York
$46.1M -$865K 4 8.16% Reduced
1262
Guardian Capital (Canada)
Guardian Capital (Canada)
Ontario, Canada
$46.1M +$4.41M 5 0.92% Increased
1263
Hartline Investment Corp
Hartline Investment Corp
Illinois
$46M +$666K 7 11.08% Increased
1264
Institutional Venture Management XIV
Institutional Venture Management XIV
California
$46M $0 1 23.16% Maintained
1265
HighTower Trust
HighTower Trust
Texas
$46M -$42.7K 3 5.82% Reduced
1266
Cullen Capital Management
Cullen Capital Management
New York
$45.8M -$28M 2 1.84% Reduced
1267
C
Chescapmanager
Maryland
$45.8M -$8.75M 2 6.51% Reduced
1268
L & S Advisors
L & S Advisors
California
$45.6M +$5.38M 8 6.38% Increased
1269
Griffin Asset Management
Griffin Asset Management
New York
$45.5M +$50K 9 7.06% Increased
1270
WCM
Woodson Capital Management
Connecticut
$45.3M -$27M 2 7.04% Reduced
1271
Sequoia Financial Advisors
Sequoia Financial Advisors
Ohio
$45.3M -$987K 7 3.28% Reduced
1272
Turiya Advisors Asia
Turiya Advisors Asia
Hong Kong
$45.2M +$22.2M 1 40.99% Increased
1273
Dundas Partners
Dundas Partners
United Kingdom
$45.2M +$1.31M 3 11.26% Increased
1274
Beese Fulmer Investment Management
Beese Fulmer Investment Management
Ohio
$45.1M +$8.52M 6 6.78% Increased
1275
Wealthspire Advisors (Maryland)
Wealthspire Advisors (Maryland)
Maryland
$45.1M +$781K 8 3.3% Increased