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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
Guardian Capital (Canada)
Guardian Capital (Canada)
Ontario, Canada
$98.7M +$13M 4 3.72% Increased
1377
Spyglass Capital Management
Spyglass Capital Management
California
$98.7M +$29.8M 2 7.23% Increased
1378
Ameritas Advisory Services
Ameritas Advisory Services
Nebraska
$98.6M +$3.01M 13 3.72% Increased
1379
Bank of Hawaii
Bank of Hawaii
Hawaii
$98.4M -$4.61M 5 4.52% Reduced
1380
Annex Advisory Services
Annex Advisory Services
Wisconsin
$98.3M +$5.04M 6 3.46% Increased
1381
Anchor Investment Management
Anchor Investment Management
South Carolina
$98.1M -$894K 13 10.09% Reduced
1382
Quantitative Investment Management
Quantitative Investment Management
Virginia
$98.1M +$55.9M 4 10.69% Increased
1383
MWA
Miller Wealth Advisors
Colorado
$98M -$2.72M 3 53.01% Reduced
1384
Caldwell Trust
Caldwell Trust
Florida
$98M +$1.83M 10 10.84% Increased
1385
IAIM
International Assets Investment Management
Florida
$97.9M +$5.26M 22 9.21% Increased
1386
Washington Trust Bank
Washington Trust Bank
Washington
$97.5M -$1.99M 6 9.64% Reduced
1387
Webster Bank
Webster Bank
Connecticut
$97.3M +$655K 11 10.66% Increased
1388
Invictus Private Wealth
Invictus Private Wealth
Colorado
$97.2M +$3.96M 6 8.16% Increased
1389
1ST Source Bank
1ST Source Bank
Indiana
$96.9M -$491K 7 5.66% Reduced
1390
Zevin Asset Management
Zevin Asset Management
Massachusetts
$96.8M -$2.74M 4 15.67% Reduced
1391
Folger Nolan Fleming Douglas Capital Management
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$96.6M -$2.41M 6 9.88% Reduced
1392
CapWealth Advisors
CapWealth Advisors
Tennessee
$96.6M +$738K 5 12.2% Increased
1393
Sycomore Asset Management
Sycomore Asset Management
France
$96.5M +$7.4M 9 16.97% Increased
1394
Clear Harbor Asset Management
Clear Harbor Asset Management
Connecticut
$96.4M -$97.2K 8 8.28% Reduced
1395
Silicon Valley Capital Partners
Silicon Valley Capital Partners
California
$96.3M +$1.29M 8 13.26% Increased
1396
Onex Canada Asset Management
Onex Canada Asset Management
Ontario, Canada
$96.3M -$5.63M 4 10.97% Reduced
1397
Strategic Wealth Investment Group
Strategic Wealth Investment Group
Kentucky
$96.3M +$90.3M 7 12.17% New
1398
Flagship Harbor Advisors
Flagship Harbor Advisors
Massachusetts
$96.1M +$199K 9 5.78% Increased
1399
Montag & Caldwell
Montag & Caldwell
Georgia
$95.7M -$25.2M 5 19.33% Reduced
1400
Linscomb Wealth
Linscomb Wealth
Texas
$95.5M -$4.28M 6 4.94% Reduced