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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
HighTower Trust
HighTower Trust
Texas
$51.5M -$108K 3 6.35% Reduced
1252
Wealthspire Advisors (Maryland)
Wealthspire Advisors (Maryland)
Maryland
$51.5M +$2.26M 8 3.46% Increased
1253
UONDDL
University of Notre Dame du Lac
Indiana
$51.4M +$4.2M 4 16.26% Increased
1254
Cullen Capital Management
Cullen Capital Management
New York
$51.3M -$439K 2 2.01% Reduced
1255
First Horizon Advisors
First Horizon Advisors
Tennessee
$51.2M -$587K 15 3.77% Reduced
1256
MainStreet Investment Advisors
MainStreet Investment Advisors
Illinois
$51.2M +$4.01M 6 5.64% Increased
1257
Beese Fulmer Investment Management
Beese Fulmer Investment Management
Ohio
$51M +$1.39M 6 7.15% Increased
1258
FRG Family Wealth Advisors
FRG Family Wealth Advisors
Washington
$51M -$721K 5 12.34% Reduced
1259
Veritas Investment Management (UK)
Veritas Investment Management (UK)
United Kingdom
$51M -$2.47M 4 12.81% Reduced
1260
DRW Securities
DRW Securities
Illinois
$50.9M +$51.8M 6 1.99% Increased
1261
Lincoln National Corp
Lincoln National Corp
Pennsylvania
$50.9M +$6.37M 8 1.65% Increased
1262
IP
Interval Partners
New York
$50.8M -$31.6M 2 1.82% Reduced
1263
Ardsley Advisory Partners
Ardsley Advisory Partners
Connecticut
$50.8M +$11.3M 5 8.11% Increased
1264
JM
Jeneq Management
New York
$50.8M +$36M 4 26.52% Increased
1265
O'Shaughnessy Asset Management
O'Shaughnessy Asset Management
Connecticut
$50.7M +$17.2M 15 1.13% Increased
1266
Clough Capital Partners
Clough Capital Partners
Massachusetts
$50.6M -$6.32M 4 4.31% Reduced
1267
Matrix Asset Advisors
Matrix Asset Advisors
New York
$50.5M -$301K 4 8.25% Reduced
1268
Hood River Capital Management
Hood River Capital Management
Florida
$50.4M +$9.3M 2 2.18% Increased
1269
Narwhal Capital Management
Narwhal Capital Management
Georgia
$50.3M -$1.53M 6 9.24% Reduced
1270
Sequoia Financial Advisors
Sequoia Financial Advisors
Ohio
$50.2M +$429K 7 3.19% Increased
1271
Park Presidio Capital
Park Presidio Capital
California
$50.1M -$12.9M 1 5.58% Reduced
1272
SteelPeak Wealth
SteelPeak Wealth
California
$50M +$48M 8 6.89% New
1273
Palisade Asset Management
Palisade Asset Management
Minnesota
$49.9M +$568K 6 7.3% Increased
1274
HighPoint Advisor Group
HighPoint Advisor Group
Illinois
$49.8M +$1.21M 8 10.26% Increased
1275
KC
Keenan Capital
California
$49.7M $0 3 16.34% Maintained