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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
General Pension Society PZU Joint Stock
General Pension Society PZU Joint Stock
Poland
$114M +$15.5M 5 31.79% Increased
1377
180 Wealth Advisors
180 Wealth Advisors
Washington
$114M -$2.95M 15 15.94% Reduced
1378
Cadence Bank
Cadence Bank
Mississippi
$114M +$11.8M 6 7.52% Increased
1379
Proem Advisors
Proem Advisors
Texas
$114M +$10.7M 6 15.04% Increased
1380
Fagan Associates
Fagan Associates
New York
$114M -$1.48M 6 17.65% Reduced
1381
Coastline Trust
Coastline Trust
Rhode Island
$114M -$286K 8 13.04% Reduced
1382
Taikang Asset Management (HK)
Taikang Asset Management (HK)
Hong Kong
$114M +$20.7M 6 14.65% Increased
1383
CIA
Covington Investment Advisors
Pennsylvania
$114M +$722K 4 16.23% Increased
1384
BFS
Bard Financial Services
Connecticut
$114M -$1.93M 6 13.56% Reduced
1385
Trinity Street Asset Management
Trinity Street Asset Management
United Kingdom
$113M +$4.48M 3 7.78% Increased
1386
ARS Wealth Advisors Group
ARS Wealth Advisors Group
Florida
$113M +$30.8M 6 13.06% Increased
1387
Foster Victor Wealth Advisors
Foster Victor Wealth Advisors
South Carolina
$113M +$11.7M 6 7.67% Increased
1388
Van Cleef Asset Management
Van Cleef Asset Management
Ohio
$113M -$782K 5 12.19% Reduced
1389
Payden & Rygel
Payden & Rygel
California
$113M +$19.9M 5 9.37% Increased
1390
Jaffetilchin Investment Partners
Jaffetilchin Investment Partners
Florida
$113M +$3.29M 8 7.39% Increased
1391
Valley Wealth Managers
Valley Wealth Managers
New Jersey
$113M -$3.23M 8 8.1% Reduced
1392
Whetstone Capital Advisors
Whetstone Capital Advisors
Kansas
$113M -$106K 6 31.81% Reduced
1393
TM
Tikvah Management
North Carolina
$113M -$8.44M 3 36.23% Reduced
1394
Palisade Capital Management
Palisade Capital Management
New Jersey
$112M +$114K 6 3.18% Increased
1395
VM
Venator Management
Pennsylvania
$112M +$5.43M 3 29.01% Increased
1396
Tairen Capital
Tairen Capital
Hong Kong
$112M -$313M 7 11.46% Reduced
1397
Venturi Wealth Management
Venturi Wealth Management
Texas
$112M +$2.2M 9 5.54% Increased
1398
Country Club Bank
Country Club Bank
Missouri
$112M +$764K 6 7.06% Increased
1399
Ledyard National Bank
Ledyard National Bank
$112M -$12.4M 6 10.59% Reduced
1400
Hilton Capital Management
Hilton Capital Management
New York
$112M +$4.87M 8 8.93% Increased