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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
1376
J. Stern & Co
J. Stern & Co
United Kingdom
$82.5M +$76.7M 4 15.03% New
1377
Annex Advisory Services
Annex Advisory Services
Wisconsin
$82.4M +$11.8M 6 3.44% Increased
1378
Sabal Trust
Sabal Trust
Florida
$82.2M -$224K 6 5.05% Reduced
1379
Cadence Bank
Cadence Bank
Mississippi
$82.1M +$861K 6 6.67% Increased
1380
Noked Israel
Noked Israel
Israel
$82M +$171K 4 21.63% Increased
1381
Cidel Asset Management
Cidel Asset Management
Ontario, Canada
$82M +$17.2M 7 3.51% Increased
1382
Leonteq Securities AG
Leonteq Securities AG
Switzerland
$82M -$16.2M 23 4.68% Reduced
1383
Bornite Capital Management
Bornite Capital Management
New York
$81.7M -$6.46M 3 19.12% Reduced
1384
Anderson Hoagland & Co
Anderson Hoagland & Co
Missouri
$81.6M -$1.1M 5 10.01% Reduced
1385
BloombergSen
BloombergSen
Ontario, Canada
$81.6M -$1.48M 1 5.13% Reduced
1386
Simmons Bank
Simmons Bank
Arkansas
$81.6M -$233K 7 6.66% Reduced
1387
Pictet North America Advisors
Pictet North America Advisors
Switzerland
$81.5M -$4.85M 5 10.53% Reduced
1388
Zevin Asset Management
Zevin Asset Management
Massachusetts
$81.4M +$163K 4 14.61% Increased
1389
Alan N. Hoffman Investment Management
Alan N. Hoffman Investment Management
Massachusetts
$81.3M +$316K 4 45.55% Increased
1390
Ascent Group
Ascent Group
Virginia
$81.2M +$2.59M 7 7.7% Increased
1391
YLHM
Yelin Lapidot Holdings Management
Israel
$81.1M -$9.34M 5 19.57% Reduced
1392
ARS Wealth Advisors Group
ARS Wealth Advisors Group
Florida
$81M +$10.3M 6 12% Increased
1393
MWA
Miller Wealth Advisors
Colorado
$81M -$638K 3 51.96% Reduced
1394
Belvedere Trading
Belvedere Trading
Illinois
$80.9M +$60.5M 4 0.13% Increased
1395
Western Wealth Management
Western Wealth Management
Colorado
$80.9M -$443K 10 5.83% Reduced
1396
Desjardins Global Asset Management
Desjardins Global Asset Management
Quebec, Canada
$80.7M -$17.9M 14 8.68% Reduced
1397
Folger Nolan Fleming Douglas Capital Management
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$80.6M -$1.78M 6 8.79% Reduced
1398
Essex Financial Services
Essex Financial Services
Connecticut
$80.6M +$879K 7 8.33% Increased
1399
RiverFront Investment Group
RiverFront Investment Group
Virginia
$80.6M +$2.93M 4 2.53% Increased
1400
J.P. Marvel Investment Advisors
J.P. Marvel Investment Advisors
Massachusetts
$80.3M -$1.08M 6 15.91% Reduced