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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
1326
Bar Harbor Wealth Management
Bar Harbor Wealth Management
New Hampshire
$42M +$655K 8 4.87% Increased
1327
Country Club Trust
Country Club Trust
Missouri
$41.9M -$3.12M 6 4.76% Reduced
1328
CC
ClearArc Capital
Ohio
$41.9M -$356K 8 12.1% Reduced
1329
University of Notre Dame du Lac
University of Notre Dame du Lac
Indiana
$41.9M -$1.17M 4 12.48% Reduced
1330
FWM
Frontier Wealth Management
Missouri
$41.6M -$681K 8 6.15% Reduced
1331
Nuance Investments
Nuance Investments
Missouri
$41.6M -$121K 1 1.57% Reduced
1332
Guinness Asset Management
Guinness Asset Management
United Kingdom
$41.5M +$2.11M 3 6.3% Increased
1333
WAM
WT Asset Management
Hong Kong
$41.5M -$38.2M 1 15.98% Reduced
1334
IFP Advisors
IFP Advisors
Florida
$41.5M +$42.3M 20 2.78% New
1335
Gratus Capital
Gratus Capital
Georgia
$41.5M +$295K 5 6.76% Increased
1336
Avidian Wealth Enterprises
Avidian Wealth Enterprises
Texas
$41.5M +$3.02M 5 6.83% Increased
1337
SCI
S&CO Inc
Massachusetts
$41.5M +$377K 7 4.59% Increased
1338
SC
Shellback Capital
Massachusetts
$41.4M +$27.9M 5 4.34% Increased
1339
KC
Keenan Capital
California
$41.3M $0 3 15% Maintained
1340
Pacific Global Investment Management
Pacific Global Investment Management
California
$41.3M -$22.3K 6 9.65% Reduced
1341
DDD Partners
DDD Partners
Washington
$41.2M +$15M 5 12.66% Increased
1342
Sabal Trust
Sabal Trust
Florida
$41.2M +$873K 6 3.32% Increased
1343
Wintrust Investments
Wintrust Investments
Illinois
$41.2M -$7.67M 7 6.14% Reduced
1344
Packer & Co
Packer & Co
Australia
$41.1M +$12.3M 1 4.19% Increased
1345
Corient Capital Partners
Corient Capital Partners
California
$41.1M +$6.06M 9 5.82% Increased
1346
Edgar Lomax Company
Edgar Lomax Company
Virginia
$41M -$409K 1 2.74% Reduced
1347
YRHAM
Yong Rong (HK) Asset Management
Hong Kong
$40.9M +$33.1M 1 50.19% Increased
1348
Strategic Vision Investment
Strategic Vision Investment
Hong Kong
$40.9M -$36.4M 2 27.63% Reduced
1349
Point72 Hong Kong
Point72 Hong Kong
Hong Kong
$40.8M +$37.4M 10 11.77% Increased
1350
SP Asset Management
SP Asset Management
California
$40.7M -$43.3K 7 10.45% Reduced