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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
1401
FountainCap Research & Investment
FountainCap Research & Investment
China
$40.5M $0 1 33.43% Maintained
1402
Ashmore Group
Ashmore Group
United Kingdom
$40.5M -$18.2M 1 12.91% Reduced
1403
Belpointe Asset Management
Belpointe Asset Management
Nevada
$40.4M +$3.58M 10 7.08% Increased
1404
Country Club Trust
Country Club Trust
Missouri
$40.4M -$200K 6 5.54% Reduced
1405
Polaris Wealth Advisory Group
Polaris Wealth Advisory Group
California
$40.4M -$3.63M 5 4.39% Reduced
1406
Scout Investments
Scout Investments
Missouri
$40.4M +$23.7M 2 1.2% Increased
1407
SP Asset Management
SP Asset Management
California
$40.4M +$6.48M 7 10.98% Increased
1408
Campbell Capital Management
Campbell Capital Management
Florida
$40.2M +$1.74M 5 41.29% Increased
1409
Sabal Trust
Sabal Trust
Florida
$40.2M -$6.24M 5 4.52% Reduced
1410
SCA
Sander Capital Advisors
Washington
$40.1M -$6.7M 2 39.09% Reduced
1411
Itau Unibanco Holding S.A.
Itau Unibanco Holding S.A.
Brazil
$39.9M +$5.57M 7 3.13% Increased
1412
Osborne Partners Capital Management
Osborne Partners Capital Management
California
$39.9M -$206K 7 10.39% Reduced
1413
Dixon Hubard Feinour & Brown
Dixon Hubard Feinour & Brown
Virginia
$39.8M +$2.86M 6 13.46% Increased
1414
Wallington Asset Management
Wallington Asset Management
Indiana
$39.7M -$2.92M 3 10.99% Reduced
1415
Baker Avenue Asset Management
Baker Avenue Asset Management
California
$39.7M -$16.1M 8 4.73% Reduced
1416
Bourne Lent Asset Management
Bourne Lent Asset Management
New York
$39.6M +$521K 4 21.24% Increased
1417
Stillwater Capital Advisors
Stillwater Capital Advisors
Pennsylvania
$39.6M -$13.6M 3 11.63% Reduced
1418
Equitable Holdings
Equitable Holdings
New York
$39.5M +$2.43M 10 1.42% Increased
1419
Abbrea Capital
Abbrea Capital
California
$39.5M +$685K 7 10.49% Increased
1420
Oxbow Advisors
Oxbow Advisors
Texas
$39.5M +$5.36M 7 6.63% Increased
1421
CDAM (UK)
CDAM (UK)
United Kingdom
$39.4M -$2.1M 1 8.75% Reduced
1422
Capital Growth Management
Capital Growth Management
Massachusetts
$39.3M -$15.5M 2 5.52% Reduced
1423
Sonora Investment Management
Sonora Investment Management
Arizona
$39.3M -$4.67M 13 4.66% Reduced
1424
WMS Partners
WMS Partners
Maryland
$39.2M -$514K 7 10.89% Reduced
1425
Willis Investment Counsel
Willis Investment Counsel
Georgia
$39.2M +$2.84M 2 3.25% Increased