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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
1451
Arvest Bank Trust Division
Arvest Bank Trust Division
Oklahoma
$128M -$4.63M 7 6.24% Reduced
1452
Sachem Head Capital Management
Sachem Head Capital Management
New York
$128M -$324M 1 2.65% Reduced
1453
Aquatic Capital Management
Aquatic Capital Management
Illinois
$128M +$28.5M 9 4.39% Increased
1454
Geneos Wealth Management
Geneos Wealth Management
Colorado
$128M -$1.04M 24 2.6% Reduced
1455
Bogart Wealth LLC
Bogart Wealth LLC
Virginia
$127M -$238K 27 4.36% Reduced
1456
Krilogy Financial
Krilogy Financial
Missouri
$127M -$3.78M 21 3.75% Reduced
1457
Cornerstone Wealth Group
Cornerstone Wealth Group
North Carolina
$127M +$10.5M 9 7.5% Increased
1458
Capital Analysts LLC
Capital Analysts LLC
Pennsylvania
$127M +$9.6M 16 2.92% Increased
1459
GJL
Gendell Jeffrey L
$126M +$156M 1 1.12% New
1460
HBK Sorce Advisory
HBK Sorce Advisory
Pennsylvania
$126M +$1.71M 11 2.39% Increased
1461
Deltec Asset Management
Deltec Asset Management
New York
$126M -$219K 6 18.55% Reduced
1462
Rossmore Private Capital
Rossmore Private Capital
Connecticut
$125M +$1M 7 10.14% Increased
1463
Spinnaker Trust
Spinnaker Trust
Maine
$125M +$3.19M 7 6.09% Increased
1464
Samlyn Capital
Samlyn Capital
New York
$125M -$183M 2 2.04% Reduced
1465
Anchor Investment Management
Anchor Investment Management
South Carolina
$125M +$1.69M 18 9.41% Increased
1466
Apella Capital
Apella Capital
Connecticut
$125M -$96.7K 7 1.77% Reduced
1467
CIA
Covington Investment Advisors
Pennsylvania
$125M +$1.93M 4 16.16% Increased
1468
Square Wave Capital
Square Wave Capital
New York
$125M +$26.6M 2 18.64% Increased
1469
Aaron Wealth Advisors
Aaron Wealth Advisors
Illinois
$125M +$5.01M 14 6.34% Increased
1470
HCM
Horiko Capital Management
New York
$125M -$10.8M 3 21.98% Reduced
1471
Two Seas Capital
Two Seas Capital
New York
$125M +$45.6M 2 2.47% Increased
1472
Amica Mutual Insurance
Amica Mutual Insurance
Rhode Island
$125M -$4.17M 4 10.39% Reduced
1473
Pictet North America Advisors
Pictet North America Advisors
Switzerland
$124M +$825K 5 10.94% Increased
1474
Washington Trust Bank
Washington Trust Bank
Washington
$124M -$9.7M 6 8.67% Reduced
1475
Spirepoint Private Client
Spirepoint Private Client
Florida
$124M +$16.9M 9 10.04% Increased