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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
Teewinot Capital Advisers
Teewinot Capital Advisers
New York
$69.4M +$263K 4 11.74% Increased
1427
Granahan Investment Management
Granahan Investment Management
Massachusetts
$69.3M -$5.42M 5 2.13% Reduced
1428
Summit Global Investments
Summit Global Investments
Utah
$69.2M +$14.5M 8 4.58% Increased
1429
Cadence Bank
Cadence Bank
Mississippi
$69.1M +$282K 6 6.02% Increased
1430
Webster Bank
Webster Bank
Connecticut
$69M -$1.95M 11 8.91% Reduced
1431
Mechanics Bank - Trust Department
Mechanics Bank - Trust Department
California
$68.9M +$96.8K 5 11% Increased
1432
Pine Valley Investments
Pine Valley Investments
New Jersey
$68.8M +$27.4M 11 6.74% Increased
1433
Payden & Rygel
Payden & Rygel
California
$68.7M -$16.4M 5 4.86% Reduced
1434
Anderson Hoagland & Co
Anderson Hoagland & Co
Missouri
$68.6M +$2.82M 3 8.82% Increased
1435
Balentine LLC
Balentine LLC
Georgia
$68.4M +$16.2M 10 2.27% Increased
1436
Hudson Valley Investment Advisors
Hudson Valley Investment Advisors
New York
$68.3M -$579K 6 9.25% Reduced
1437
TIG Advisors LLC
TIG Advisors LLC
New York
$68.3M +$61.7M 1 3.82% New
1438
Alight Capital Management
Alight Capital Management
New York
$68.3M +$32.4M 7 25.83% Increased
1439
CMH Wealth Management
CMH Wealth Management
New Hampshire
$68M -$3.44M 3 18.28% Reduced
1440
CapWealth Advisors
CapWealth Advisors
Tennessee
$67.9M -$1.04M 3 8.28% Reduced
1441
Nan Fung Trinity
Nan Fung Trinity
Hong Kong
$67.8M -$1.74M 2 16.71% Reduced
1442
Lowell Blake & Associates
Lowell Blake & Associates
Massachusetts
$67.6M -$2.98M 5 19.62% Reduced
1443
Professional Advisory Services
Professional Advisory Services
Florida
$67.6M -$10.6M 6 10.27% Reduced
1444
WDA
Wendell David Associates
New Hampshire
$67.6M -$130K 7 7.63% Reduced
1445
Sound Shore Management
Sound Shore Management
Connecticut
$67.6M -$66.6M 1 2.49% Reduced
1446
Axxcess Wealth Management
Axxcess Wealth Management
California
$67.4M -$5.22M 7 4.88% Reduced
1447
CIA
Covington Investment Advisors
Pennsylvania
$67.3M +$18.9K 3 13.45% Increased
1448
Hendershot Investments
Hendershot Investments
Virginia
$67.2M -$766K 5 10.85% Reduced
1449
Ally Financial
Ally Financial
Michigan
$67.2M -$15.6M 3 9.4% Reduced
1450
TrinityPoint Wealth
TrinityPoint Wealth
Connecticut
$67.1M -$194K 7 13.1% Reduced