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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
Evoke Wealth
Evoke Wealth
California
$93.1M +$1.33M 18 2.94% Increased
1277
Washington Trust Bank
Washington Trust Bank
Washington
$93M +$1.57M 7 8.99% Increased
1278
Bloom Tree Partners
Bloom Tree Partners
New York
$93M -$13M 3 12.4% Reduced
1279
First Hawaiian Bank
First Hawaiian Bank
Hawaii
$92.9M +$18M 10 2.73% Increased
1280
Lee, Danner & Bass
Lee, Danner & Bass
Tennessee
$92.8M -$531K 7 7.94% Reduced
1281
Blackstone Inc
Blackstone Inc
New York
$92.4M +$60.1M 1 0.23% Increased
1282
Tikehau Investment Management
Tikehau Investment Management
France
$92.3M -$12.2M 2 17.38% Reduced
1283
Pensionfund DSM Netherlands
Pensionfund DSM Netherlands
Netherlands
$92.2M -$1.02M 13 10.63% Reduced
1284
Benjamin F. Edwards & Company
Benjamin F. Edwards & Company
Missouri
$91.9M +$7.6M 22 4.09% Increased
1285
Forte Capital
Forte Capital
New York
$91.5M -$4.32M 9 11.55% Reduced
1286
Ensemble Capital Management
Ensemble Capital Management
California
$91.4M +$472K 2 6.86% Increased
1287
ACM
Aljian Capital Management
Nevada
$91.4M +$4.55M 5 34.63% Increased
1288
Professional Advisory Services
Professional Advisory Services
Florida
$91.3M -$3.6M 6 12.42% Reduced
1289
Murphy Capital Management
Murphy Capital Management
New Jersey
$91.3M -$257K 6 9.8% Reduced
1290
Principle Wealth Partners
Principle Wealth Partners
Connecticut
$90.9M -$189K 7 9.54% Reduced
1291
Belpointe Asset Management
Belpointe Asset Management
Nevada
$90.8M +$2.44M 14 5.66% Increased
1292
Adero Partners
Adero Partners
California
$90.6M +$32.5M 8 14.85% Increased
1293
Eagle Ridge Investment Management
Eagle Ridge Investment Management
Connecticut
$90.5M -$8.37M 5 9.47% Reduced
1294
Cookson Peirce & Co
Cookson Peirce & Co
Pennsylvania
$90.4M +$2.15M 7 5.04% Increased
1295
Oxbow Advisors
Oxbow Advisors
Texas
$89.9M +$452K 6 8.61% Increased
1296
Bourne Lent Asset Management
Bourne Lent Asset Management
New York
$89.7M -$353K 4 24.01% Reduced
1297
Modera Wealth Management
Modera Wealth Management
New Jersey
$89.7M +$59.7M 11 3.42% Increased
1298
First Trust Direct Indexing
First Trust Direct Indexing
Massachusetts
$89.7M +$88.8K 10 11.62% Increased
1299
MWA
Miller Wealth Advisors
Colorado
$89.5M +$90.4M 3 60.22% New
1300
Orion Portfolio Solutions
Orion Portfolio Solutions
Nebraska
$89.5M +$10.4M 10 2.99% Increased