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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
Cyndeo Wealth Partners
Cyndeo Wealth Partners
Florida
$56.4M +$58.9M 7 6.63% New
1327
Dynamic Advisor Solutions
Dynamic Advisor Solutions
Arizona
$56.3M +$1.82M 9 3.85% Increased
1328
Waldron Private Wealth
Waldron Private Wealth
Pennsylvania
$56.3M $0 6 3.5% Maintained
1329
American National Bank & Trust
American National Bank & Trust
Texas
$56.2M +$9.7M 10 11.52% Increased
1330
Global Endowment Management
Global Endowment Management
North Carolina
$56.1M -$62.5M 3 6.21% Reduced
1331
Private Advisory Group
Private Advisory Group
Washington
$56M +$5.67M 6 12.24% Increased
1332
EGVF
ESA Global Value Fund
Cayman Islands
$55.5M -$25.4M 3 93.46% Reduced
1333
Ballentine Partners
Ballentine Partners
Massachusetts
$55.5M +$3.63M 10 1.65% Increased
1334
HCM
Harspring Capital Management
New York
$55.5M -$11M 2 14.32% Reduced
1335
FFH
Fairfax Financial Holdings
Ontario, Canada
$55.5M $0 2 1.38% Maintained
1336
1ST Source Bank
1ST Source Bank
Indiana
$55.5M -$413K 6 3.64% Reduced
1337
Cooke & Bieler
Cooke & Bieler
Pennsylvania
$55.4M +$21M 1 0.54% Increased
1338
Atlantic Union Bankshares
Atlantic Union Bankshares
Virginia
$55.4M -$2.48M 7 5.92% Reduced
1339
Partners Capital Investment Group
Partners Capital Investment Group
Massachusetts
$55.1M -$1.45M 5 2.65% Reduced
1340
Daymark Wealth Partners
Daymark Wealth Partners
Ohio
$54.9M +$57.3M 7 9.72% New
1341
EULAV Asset Management
EULAV Asset Management
Florida
$54.8M -$137K 5 2.35% Reduced
1342
Essex Financial Services
Essex Financial Services
Connecticut
$54.8M -$2.66M 7 5.81% Reduced
1343
Country Club Bank
Country Club Bank
Missouri
$54.8M +$394K 6 4.77% Increased
1344
Walleye Capital
Walleye Capital
New York
$54.6M +$23M 14 1% Increased
1345
Girard Partners
Girard Partners
Pennsylvania
$54.5M +$1.55M 6 6.18% Increased
1346
Guardian Capital (Canada)
Guardian Capital (Canada)
Ontario, Canada
$54.4M +$636K 4 1.79% Increased
1347
TruWealth Advisors
TruWealth Advisors
Louisiana
$54.4M +$1.68M 4 5.31% Increased
1348
Palisade Capital Management
Palisade Capital Management
New Jersey
$54.4M -$7.5M 6 1.46% Reduced
1349
Evanson Asset Management
Evanson Asset Management
California
$54.4M +$147K 9 5.85% Increased
1350
Washington Trust Bank
Washington Trust Bank
Washington
$54.2M +$2.18M 6 6.15% Increased