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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
Barlow Wealth Partners
Barlow Wealth Partners
Kentucky
$139M -$10.6M 6 15.45% Reduced
1252
Senator Investment Group
Senator Investment Group
New York
$139M -$26.6M 3 6.37% Reduced
1253
Martingale Asset Management
Martingale Asset Management
Massachusetts
$138M -$8.11M 7 3.47% Reduced
1254
Oslo Pensjonsforsikring
Oslo Pensjonsforsikring
$138M +$8.59M 11 21.48% Increased
1255
Sculptor Capital
Sculptor Capital
New York
$138M -$91.6M 5 1.44% Reduced
1256
Western Wealth Management
Western Wealth Management
Colorado
$138M +$30.8M 12 5.24% Increased
1257
Kepler Cheuvreux
Kepler Cheuvreux
$138M -$21.4M 8 9.16% Reduced
1258
Fulton Bank
Fulton Bank
Pennsylvania
$138M -$1.75M 10 4.86% Reduced
1259
Elite Wealth Management
Elite Wealth Management
Washington
$138M -$5.48M 4 44.71% Reduced
1260
Scharf Investments
Scharf Investments
California
$138M -$94.3M 5 4.24% Reduced
1261
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley
Virginia
$137M -$7.22M 8 2.41% Reduced
1262
McDaniel Terry & Co
McDaniel Terry & Co
Texas
$137M +$9.9M 5 11.66% Increased
1263
ArchPoint Investors
ArchPoint Investors
Florida
$137M +$16.6M 4 32.66% Increased
1264
BLB&B Advisors
BLB&B Advisors
Pennsylvania
$137M -$1.94M 6 5.66% Reduced
1265
Knollwood Investment Advisory
Knollwood Investment Advisory
Maryland
$137M +$453K 8 13.81% Increased
1266
Penobscot Investment Management
Penobscot Investment Management
Massachusetts
$136M -$2.62M 6 10.67% Reduced
1267
TritonPoint Wealth
TritonPoint Wealth
Maryland
$136M -$5M 8 14.61% Reduced
1268
Financiere des Professionnels
Financiere des Professionnels
Quebec, Canada
$136M +$64.1M 9 8% Increased
1269
Ninety One
Ninety One
South Africa
$136M +$4.59M 5 5.86% Increased
1270
Gladstone Institutional Advisory
Gladstone Institutional Advisory
Florida
$136M +$1.36M 12 5.05% Increased
1271
Compass Capital Management
Compass Capital Management
Minnesota
$136M -$6.83M 5 8.21% Reduced
1272
EverSource Wealth Advisors
EverSource Wealth Advisors
Alabama
$136M +$29.3M 33 4.14% Increased
1273
Petredis Investment Advisors
Petredis Investment Advisors
Pennsylvania
$136M -$3.43M 5 11.11% Reduced
1274
Appleton Partners
Appleton Partners
Massachusetts
$136M -$1.05M 6 9.47% Reduced
1275
Wellington Shields Capital Management
Wellington Shields Capital Management
New York
$135M +$2.15M 8 20.31% Increased