← All themes

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
EULAV Asset Management
EULAV Asset Management
Florida
$85.2M -$190K 5 2.64% Reduced
1352
Washington Trust Bank
Washington Trust Bank
Washington
$85.2M -$3.39M 6 7.55% Reduced
1353
Fort Sheridan Advisors
Fort Sheridan Advisors
Illinois
$84.8M +$605K 7 16.93% Increased
1354
VM
Venator Management
Pennsylvania
$84.7M -$1.21M 3 27.97% Reduced
1355
Knollwood Investment Advisory
Knollwood Investment Advisory
Maryland
$84.7M +$47.6M 5 17.6% Increased
1356
Kingswood Wealth Advisors
Kingswood Wealth Advisors
California
$84.4M +$46.7M 10 9.57% Increased
1357
MainStreet Investment Advisors
MainStreet Investment Advisors
Illinois
$84.4M -$1.21M 6 9.54% Reduced
1358
BIC
Beach Investment Counsel
Pennsylvania
$84.3M +$25.1M 6 10.4% Increased
1359
United Asset Strategies
United Asset Strategies
New York
$84.2M -$486K 6 9.46% Reduced
1360
Royce & Associates
Royce & Associates
New York
$84M -$8.52M 2 0.78% Reduced
1361
TCM
Trybe Capital Management
Connecticut
$83.9M $0 4 22.57% Maintained
1362
Fagan Associates
Fagan Associates
New York
$83.9M +$675K 5 18.24% Increased
1363
Kovack Advisors
Kovack Advisors
Florida
$83.9M -$563K 13 9.96% Reduced
1364
GHP Investment Advisors
GHP Investment Advisors
Colorado
$83.8M -$554K 17 4.53% Reduced
1365
ARS Investment Partners
ARS Investment Partners
New York
$83.8M -$1.06M 6 9.28% Reduced
1366
Bank Pictet & Cie (Asia)
Bank Pictet & Cie (Asia)
Singapore
$83.7M +$2.41M 4 21.17% Increased
1367
Foster Dykema Cabot & Partners
Foster Dykema Cabot & Partners
Massachusetts
$83.4M +$78.2M 7 8.84% New
1368
Tamar Securities
Tamar Securities
California
$83.4M +$12.7M 4 16.36% Increased
1369
Novare Capital Management
Novare Capital Management
North Carolina
$83.3M -$457K 6 8.47% Reduced
1370
CMH Wealth Management
CMH Wealth Management
New Hampshire
$83.1M +$541K 4 20.15% Increased
1371
WMC
Westwood Management Corporation
Illinois
$83.1M -$159M 4 30.77% Reduced
1372
First Merchants Corp
First Merchants Corp
Indiana
$82.9M +$2.45M 5 6.79% Increased
1373
Linscomb Wealth
Linscomb Wealth
Texas
$82.7M -$1.81M 6 4.55% Reduced
1374
Penobscot Investment Management
Penobscot Investment Management
Massachusetts
$82.6M +$4.67M 6 9.69% Increased
1375
Alight Capital Management
Alight Capital Management
New York
$82.6M +$10.6M 12 26.27% Increased