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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
1426
Matrix Asset Advisors
Matrix Asset Advisors
New York
$59.6M +$227K 5 10.05% Increased
1427
German American Bancorp
German American Bancorp
Indiana
$59.6M +$6.02M 4 11.74% Increased
1428
ArrowMark Colorado Holdings
ArrowMark Colorado Holdings
Colorado
$59.4M +$2.09M 4 0.46% Increased
1429
Atlantic Union Bankshares
Atlantic Union Bankshares
Virginia
$59.3M -$641K 7 6.16% Reduced
1430
Unigestion Holding
Unigestion Holding
Switzerland
$59.3M -$5.19M 8 2.03% Reduced
1431
CFM
Comprehensive Financial Management
California
$59.2M +$56.5M 2 0.61% Increased
1432
SVA Wealth Management
SVA Wealth Management
Wisconsin
$59.2M -$3.04M 6 5.16% Reduced
1433
Summit Partners Public Asset Management
Summit Partners Public Asset Management
Massachusetts
$59.1M -$7.95M 2 2.63% Reduced
1434
University of Notre Dame du Lac
University of Notre Dame du Lac
Indiana
$59M -$12.5M 3 15.91% Reduced
1435
MWM
Madison Wealth Management
Ohio
$59M -$5.01M 6 15.56% Reduced
1436
Abbrea Capital
Abbrea Capital
California
$58.9M +$3.77M 7 10.55% Increased
1437
Hilton Capital Management
Hilton Capital Management
New York
$58.8M -$944K 5 6.74% Reduced
1438
Cadinha & Co
Cadinha & Co
Hawaii
$58.8M +$5.22M 4 8.14% Increased
1439
WA
Wealth Advisors
California
$58.7M -$2.94M 5 25.89% Reduced
1440
Arrow Financial
Arrow Financial
New York
$58.7M -$2.56M 6 11.4% Reduced
1441
Nicollet Investment Management
Nicollet Investment Management
Minnesota
$58.6M +$348K 7 26.32% Increased
1442
Bar Harbor Wealth Management
Bar Harbor Wealth Management
New Hampshire
$58.6M -$305K 8 5.87% Reduced
1443
Beacon Pointe Advisors
Beacon Pointe Advisors
California
$58.6M +$18.5M 8 4.01% Increased
1444
United Services Automobile Association
United Services Automobile Association
Texas
$58.6M +$14.6M 4 0.99% Increased
1445
Van Cleef Asset Management
Van Cleef Asset Management
Ohio
$58.5M -$439K 6 9.56% Reduced
1446
Veritas Investment Management (UK)
Veritas Investment Management (UK)
United Kingdom
$58.4M -$1.66M 4 11.25% Reduced
1447
FPCM
Financial Partners Capital Management
New York
$58.4M -$436K 6 13.32% Reduced
1448
Union Bancaire Privee Asset Management
Union Bancaire Privee Asset Management
New York
$58.3M -$12.9M 3 26.84% Reduced
1449
CPH
C Partners Holding
Switzerland
$58M -$8.29M 2 14.15% Reduced
1450
Centiva Capital
Centiva Capital
New York
$57.9M +$12.9M 16 2.26% Increased