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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
Manitou Investment Management
Manitou Investment Management
Ontario, Canada
$84.8M -$15.8M 3 20.17% Reduced
1277
Fiduciary Group
Fiduciary Group
Georgia
$84.7M -$665K 6 10.4% Reduced
1278
Lakewood Capital Management
Lakewood Capital Management
New York
$84.7M -$33.4M 2 7.33% Reduced
1279
Zimmer Partners
Zimmer Partners
New York
$84.6M -$64.4M 5 1.99% Reduced
1280
CCPM
Cooper Creek Partners Management
New York
$84.4M +$43.5M 6 5.61% Increased
1281
LVM Capital Management
LVM Capital Management
Michigan
$84.4M -$1.14M 6 11.28% Reduced
1282
EA Series Trust
EA Series Trust
Pennsylvania
$84.2M +$77.1M 11 2.96% New
1283
Empowered Funds
Empowered Funds
Pennsylvania
$84.2M +$25.8M 11 2.96% Increased
1284
BPIH
Broad Peak Investment Holdings
Singapore
$84.2M +$27.6M 1 11.41% Increased
1285
Lombard Odier Asset Management (Europe)
Lombard Odier Asset Management (Europe)
United Kingdom
$83.8M -$7.91M 5 3.94% Reduced
1286
EW
Evoke Wealth
California
$83.8M -$37.9M 9 2.91% Reduced
1287
Heritage Trust
Heritage Trust
Oklahoma
$83.6M +$3.3M 7 12.23% Increased
1288
Eagle Ridge Investment Management
Eagle Ridge Investment Management
Connecticut
$83.1M -$1.02M 5 8.72% Reduced
1289
Girard Partners
Girard Partners
Pennsylvania
$82.8M +$1.34M 5 8.74% Increased
1290
Morningstar Investment Management
Morningstar Investment Management
Illinois
$82.8M -$38.9M 5 10.98% Reduced
1291
Sumitomo Mitsui Financial Group
Sumitomo Mitsui Financial Group
Japan
$82.7M -$25.1M 8 2.63% Reduced
1292
Ropes Wealth Advisors
Ropes Wealth Advisors
Massachusetts
$82.4M +$2.48M 10 13.68% Increased
1293
Churchill Management
Churchill Management
California
$82.4M +$9.16M 6 1.39% Increased
1294
Cyndeo Wealth Partners
Cyndeo Wealth Partners
Florida
$82.2M -$5.31M 8 8.59% Reduced
1295
Dynamic Advisor Solutions
Dynamic Advisor Solutions
Arizona
$81.8M -$2.84M 7 4.24% Reduced
1296
PAM
Private Asset Management
California
$81.7M -$17.5M 6 15.71% Reduced
1297
Washington Trust Bank
Washington Trust Bank
Washington
$81.5M -$2.61M 6 8.32% Reduced
1298
DFPG Investments
DFPG Investments
Utah
$81.5M +$15M 11 7.34% Increased
1299
CLCM
Center Lake Capital Management
Florida
$81.5M -$6.15M 3 48.07% Reduced
1300
TruWealth Advisors
TruWealth Advisors
Louisiana
$81.3M +$471K 4 6.98% Increased