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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
1276
Majedie Asset Management
Majedie Asset Management
United Kingdom
$43.7M -$4.73M 3 3.35% Reduced
1277
RWA
Ropes Wealth Advisors
Massachusetts
$43.7M +$1.34M 12 9.22% Increased
1278
UONDDL
University of Notre Dame du Lac
Indiana
$43.6M -$21.6M 3 9.88% Reduced
1279
Randolph Company
Randolph Company
Ohio
$43.5M +$979K 3 7.47% Increased
1280
Alpha Wave Global
Alpha Wave Global
New York
$43.4M +$7.1M 2 3.66% Increased
1281
HighTower Trust
HighTower Trust
Texas
$43.3M -$2.46M 3 5.47% Reduced
1282
Wilbanks Smith & Thomas Asset Management
Wilbanks Smith & Thomas Asset Management
Virginia
$43.3M -$2.45M 10 2.79% Reduced
1283
Country Club Trust
Country Club Trust
Missouri
$43.3M -$853K 6 4.97% Reduced
1284
BAM
Bell Asset Management
Australia
$43.2M +$1.08M 3 7% Increased
1285
CF
CNA Financial
Illinois
$43.2M -$6.03M 5 8.98% Reduced
1286
Wealthspire Advisors (Maryland)
Wealthspire Advisors (Maryland)
Maryland
$43.2M -$322K 7 3.23% Reduced
1287
HighPoint Advisor Group
HighPoint Advisor Group
Illinois
$43.2M +$858K 9 10.11% Increased
1288
Fiduciary Group
Fiduciary Group
Georgia
$43.1M -$562K 7 7.74% Reduced
1289
CAM
Columbia Asset Management
Michigan
$43M -$64.8K 8 11.33% Reduced
1290
AIM
Axiom Investment Management
New York
$42.9M +$926K 10 7.74% Increased
1291
Washington Trust Bank
Washington Trust Bank
Washington
$42.8M -$1.33M 7 6.97% Reduced
1292
UM
Ulysses Management
New York
$42.8M -$8.08M 2 3.82% Reduced
1293
RSS
Rosenblum Silverman Sutton
California
$42.7M -$1.05M 5 16.2% Reduced
1294
BTR Capital Management
BTR Capital Management
California
$42.7M -$856K 5 7.96% Reduced
1295
Northeast Financial Consultants
Northeast Financial Consultants
Connecticut
$42.6M +$1.1M 7 4.37% Increased
1296
Novare Capital Management
Novare Capital Management
North Carolina
$42.6M -$631K 4 6.49% Reduced
1297
Grassi Investment Management
Grassi Investment Management
California
$42.6M -$238K 8 6.29% Reduced
1298
Fulton Bank
Fulton Bank
Pennsylvania
$42.5M +$234K 9 2.87% Increased
1299
General Pension Society PZU Joint Stock
General Pension Society PZU Joint Stock
Poland
$42.5M $0 3 17.38% Maintained
1300
Kora Management
Kora Management
New York
$42.3M $0 1 12.56% Maintained