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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
1351
Strategic Global Advisors
Strategic Global Advisors
California
$54.2M -$16.7M 6 8.67% Reduced
1352
SCA
Sander Capital Advisors
Washington
$54.2M -$4.74M 3 35.87% Reduced
1353
Simmons Bank
Simmons Bank
Arkansas
$53.9M +$285K 7 4.63% Increased
1354
E Fund Management
E Fund Management
China
$53.9M -$6.92M 7 4.48% Reduced
1355
J.W. Cole Advisors
J.W. Cole Advisors
Florida
$53.9M -$1.39M 8 4.14% Reduced
1356
Financial Advocates Investment Management
Financial Advocates Investment Management
Washington
$53.8M +$6.59M 12 4.01% Increased
1357
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$53.7M -$14.2M 5 4.41% Reduced
1358
Greenwich Wealth Management
Greenwich Wealth Management
Connecticut
$53.7M +$210K 10 5.9% Increased
1359
Connors Investor Services
Connors Investor Services
Pennsylvania
$53.6M +$7.51M 4 6.7% Increased
1360
German American Bancorp
German American Bancorp
Indiana
$53.6M -$4.46M 4 8.49% Reduced
1361
Sheaff Brock Investment Advisors
Sheaff Brock Investment Advisors
Indiana
$53.6M -$3.05M 10 5.28% Reduced
1362
Bulltick Wealth Management
Bulltick Wealth Management
Florida
$53.3M +$5.45M 5 15.15% Increased
1363
Andra AP-fonden
Andra AP-fonden
Sweden
$53.3M +$1.56M 12 1.62% Increased
1364
Fagan Associates
Fagan Associates
New York
$53.2M -$3.36M 4 14.17% Reduced
1365
Poplar Forest Capital
Poplar Forest Capital
California
$53.1M -$5.51M 5 6.4% Reduced
1366
HSC
Harbor Spring Capital
New York
$53M -$11.6M 2 19.92% Reduced
1367
Spinnaker Trust
Spinnaker Trust
Maine
$53M -$640K 7 4.13% Reduced
1368
Blue Owl Capital Holdings
Blue Owl Capital Holdings
New York
$53M +$20.6M 3 22.55% Increased
1369
EVM
Evelyn V. Moreno
$52.7M +$22.7M 7 12.19% Increased
1370
Bar Harbor Wealth Management
Bar Harbor Wealth Management
New Hampshire
$52.7M -$1.92M 8 4.21% Reduced
1371
BTC Capital Management
BTC Capital Management
Iowa
$52.6M -$1.78M 5 6.32% Reduced
1372
Willis Investment Counsel
Willis Investment Counsel
Georgia
$52.6M +$8.95M 3 3.36% Increased
1373
Cadence Bank
Cadence Bank
Mississippi
$52.5M +$669K 6 4.85% Increased
1374
VM
Venator Management
Pennsylvania
$52.4M +$4.46M 3 23.82% Increased
1375
ProVise Management Group
ProVise Management Group
Florida
$52.3M +$1.12M 6 5.3% Increased