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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
1ST Source Bank
1ST Source Bank
Indiana
$88.7M -$1.52M 7 5.16% Reduced
1402
Concentric Capital Strategies
Concentric Capital Strategies
Connecticut
$88.7M +$31.5M 8 4.99% Increased
1403
Cadence Bank
Cadence Bank
Mississippi
$88.5M -$3.77M 6 6.44% Reduced
1404
Whetstone Capital Advisors
Whetstone Capital Advisors
Kansas
$88.2M +$2.59M 6 38.61% Increased
1405
Professional Advisory Services
Professional Advisory Services
Florida
$88.1M +$1.86M 6 11.95% Increased
1406
Garde Capital
Garde Capital
Washington
$87.9M +$185K 7 6.14% Increased
1407
Avanda Investment Management
Avanda Investment Management
Singapore
$87.8M -$69.6M 3 11.78% Reduced
1408
Steward Partners Investment Solutions
Steward Partners Investment Solutions
Oregon
$87.7M +$62M 6 14.75% Increased
1409
Ameritas Advisory Services
Ameritas Advisory Services
Nebraska
$87.6M +$21.4M 11 3.61% Increased
1410
Ithaka Group
Ithaka Group
Virginia
$87.6M -$2.97M 3 16.52% Reduced
1411
Flagship Harbor Advisors
Flagship Harbor Advisors
Massachusetts
$87.6M +$841K 11 5.63% Increased
1412
Sound Shore Management
Sound Shore Management
Connecticut
$87.4M -$4.15M 1 2.73% Reduced
1413
Ensemble Capital Management
Ensemble Capital Management
California
$87.3M -$10.4M 1 7.33% Reduced
1414
Webster Bank
Webster Bank
Connecticut
$87.1M -$419K 11 9.73% Reduced
1415
Caldwell Trust
Caldwell Trust
Florida
$86.9M -$2.06M 10 10.12% Reduced
1416
Arkadios Wealth Advisors
Arkadios Wealth Advisors
Georgia
$86.8M -$807K 10 6.73% Reduced
1417
Paralel Advisors
Paralel Advisors
Colorado
$86.8M $0 2 3.98% Maintained
1418
Sheaff Brock Investment Advisors
Sheaff Brock Investment Advisors
Indiana
$86.8M -$3.17M 10 5.47% Reduced
1419
Alphabet Inc
Alphabet Inc
California
$86.6M $0 1 3.44% Maintained
1420
North Star Investment Management
North Star Investment Management
Illinois
$86.5M +$466K 16 6.17% Increased
1421
Clear Harbor Asset Management
Clear Harbor Asset Management
Connecticut
$86.5M +$638K 8 7.56% Increased
1422
Quadrant Capital Group
Quadrant Capital Group
Ohio
$86.5M -$506K 24 6.83% Reduced
1423
Godsey & Gibb Inc
Godsey & Gibb Inc
Virginia
$86.2M -$1.24M 7 9.08% Reduced
1424
De Burlo Group
De Burlo Group
Massachusetts
$86M -$15.1M 3 11.42% Reduced
1425
IAIM
International Assets Investment Management
Florida
$86M +$6.8M 13 8.99% Increased