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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
Empirical Wealth Management
Empirical Wealth Management
Washington
$67.1M +$2.89M 9 3.52% Increased
1277
Credential Qtrade Securities
Credential Qtrade Securities
$67.1M +$4.2M 9 4.8% Increased
1278
Van Hulzen Asset Management
Van Hulzen Asset Management
California
$66.9M +$4.71M 7 7.99% Increased
1279
Atlantic Union Bankshares
Atlantic Union Bankshares
Virginia
$66.8M +$1.05M 7 6.83% Increased
1280
Van Cleef Asset Management
Van Cleef Asset Management
Ohio
$66.7M +$2.17M 4 11.3% Increased
1281
Novare Capital Management
Novare Capital Management
North Carolina
$66.7M +$2.42M 6 8.23% Increased
1282
Nan Fung Trinity
Nan Fung Trinity
Hong Kong
$66.7M -$8.63M 2 18.53% Reduced
1283
Minneapolis Portfolio Management Group
Minneapolis Portfolio Management Group
Minnesota
$66.5M -$1.59M 2 9.57% Reduced
1284
Lockheed Martin Investment Management
Lockheed Martin Investment Management
Maryland
$66.3M -$14.5M 4 4.51% Reduced
1285
Lombard Odier Asset Management (Europe)
Lombard Odier Asset Management (Europe)
United Kingdom
$66.2M +$46.1M 6 3.3% Increased
1286
Linscomb Wealth
Linscomb Wealth
Texas
$66.2M -$1.82M 6 3.79% Reduced
1287
CPH
C Partners Holding
Switzerland
$66.1M +$13.9M 2 12.43% Increased
1288
SCA
Sander Capital Advisors
Washington
$66M -$31.3M 3 63.65% Reduced
1289
Brewin Dolphin Wealth Management
Brewin Dolphin Wealth Management
Ireland
$65.8M +$722K 13 7.18% Increased
1290
BTR Capital Management
BTR Capital Management
California
$65.8M -$332K 7 9.45% Reduced
1291
RWA
Ropes Wealth Advisors
Massachusetts
$65.7M -$4.79M 10 13.52% Reduced
1292
Cornerstone Investment Partners
Cornerstone Investment Partners
Georgia
$65.7M +$2.15M 1 4.4% Increased
1293
Telemus Capital
Telemus Capital
Michigan
$65.7M -$814K 7 6.37% Reduced
1294
CapWealth Advisors
CapWealth Advisors
Tennessee
$65.5M +$2.59M 4 7.9% Increased
1295
Addenda Capital
Addenda Capital
Quebec, Canada
$65.5M -$1.21M 4 3.13% Reduced
1296
Essex Financial Services
Essex Financial Services
Connecticut
$65.4M +$3.4M 7 7.28% Increased
1297
OAM
Origin Asset Management
United Kingdom
$65.4M -$4.44M 1 33.92% Reduced
1298
Mark Asset Management
Mark Asset Management
New York
$65.4M -$1.37M 4 15.79% Reduced
1299
OP
Oldfield Partners
United Kingdom
$65.1M -$1.68M 1 9.35% Reduced
1300
Prime Capital Investment Advisors
Prime Capital Investment Advisors
Kansas
$65.1M +$18.1M 8 3.89% Increased