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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
IC
Immersion Capital
United Kingdom
$68.8M -$8.72M 2 29.49% Reduced
1427
Spinnaker Trust
Spinnaker Trust
Maine
$68.8M -$644K 7 5.18% Reduced
1428
PGIM
Pacific Global Investment Management
California
$68.6M -$379K 6 15.07% Reduced
1429
Wolverine Asset Management
Wolverine Asset Management
Illinois
$68.4M +$53.3M 11 0.77% Increased
1430
Professional Advisory Services
Professional Advisory Services
Florida
$68.3M +$739K 6 11.23% Increased
1431
Balentine LLC
Balentine LLC
Georgia
$68.3M +$1.8M 12 2.28% Increased
1432
BTC Capital Management
BTC Capital Management
Iowa
$68.2M -$687K 4 7.87% Reduced
1433
Anderson Hoagland & Co
Anderson Hoagland & Co
Missouri
$68M +$3.35M 4 9.09% Increased
1434
CAM
Columbia Asset Management
Michigan
$67.9M -$549K 6 15% Reduced
1435
Choreo LLC
Choreo LLC
Illinois
$67.7M +$3.17M 9 2.4% Increased
1436
Penobscot Investment Management
Penobscot Investment Management
Massachusetts
$67.6M +$18.7M 6 9.19% Increased
1437
North Star Investment Management
North Star Investment Management
Illinois
$67.6M -$846K 16 5.7% Reduced
1438
Polaris Wealth Advisory Group
Polaris Wealth Advisory Group
California
$67.5M +$11.7M 6 5.13% Increased
1439
TrinityPoint Wealth
TrinityPoint Wealth
Connecticut
$67.5M -$930K 7 13.43% Reduced
1440
Sepio Capital
Sepio Capital
Utah
$67.4M -$6.61M 12 5.82% Reduced
1441
Ascent Group
Ascent Group
Virginia
$67.4M +$11.8M 7 7.45% Increased
1442
Webster Bank
Webster Bank
Connecticut
$67.3M -$507K 11 9.11% Reduced
1443
WI
Wintrust Investments
Illinois
$67.3M +$3.08M 7 7.05% Increased
1444
Geneos Wealth Management
Geneos Wealth Management
Colorado
$67.3M +$1.82M 25 3.46% Increased
1445
MayTech Global Investments
MayTech Global Investments
New York
$67.2M -$11.8M 3 15.64% Reduced
1446
RAA
RWC Asset Advisors
Florida
$67.1M +$17.1M 1 6.43% Increased
1447
Garde Capital
Garde Capital
Washington
$67.1M -$515K 8 5.72% Reduced
1448
Canandaigua National Bank & Trust
Canandaigua National Bank & Trust
New York
$67.1M -$1.74M 6 10.87% Reduced
1449
Unigestion Holding
Unigestion Holding
Switzerland
$67.1M -$31.9M 8 4.12% Reduced
1450
CIA
Covington Investment Advisors
Pennsylvania
$67.1M -$36K 3 13.75% Reduced