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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
1476
Auxano Advisors
Auxano Advisors
Washington
$86.9M +$183K 6 24.04% Increased
1477
Lansdowne Partners (UK)
Lansdowne Partners (UK)
United Kingdom
$86.9M -$35.5M 2 6.81% Reduced
1478
Birinyi Associates
Birinyi Associates
Connecticut
$86.9M -$1.15M 5 26.02% Reduced
1479
Nicholas Hoffman & Company
Nicholas Hoffman & Company
Georgia
$86.9M +$1.13M 7 4.07% Increased
1480
SlateStone Wealth
SlateStone Wealth
Florida
$86.8M -$14M 7 9.41% Reduced
1481
WCG Wealth Advisors
WCG Wealth Advisors
Nevada
$86.8M +$5.32M 6 6.43% Increased
1482
Vista Equity Partners Management
Vista Equity Partners Management
California
$86.8M +$22.7M 4 2.31% Increased
1483
Geneos Wealth Management
Geneos Wealth Management
Colorado
$86.7M -$935K 25 3.85% Reduced
1484
Trust Asset Management
Trust Asset Management
Texas
$86.5M $0 7 7.29% Maintained
1485
Deroy & Devereaux Private Investment Counsel
Deroy & Devereaux Private Investment Counsel
Michigan
$86.2M -$1.42M 5 5.31% Reduced
1486
Cadence Bank
Cadence Bank
Mississippi
$86.2M -$9.6M 5 6.47% Reduced
1487
Schechter Investment Advisors
Schechter Investment Advisors
Michigan
$86.1M +$161K 10 6.49% Increased
1488
CMH Wealth Management
CMH Wealth Management
New Hampshire
$86M +$483K 4 21.17% Increased
1489
TIG Advisors LLC
TIG Advisors LLC
New York
$85.9M +$79.4M 3 6.19% New
1490
TrinityPoint Wealth
TrinityPoint Wealth
Connecticut
$85.8M +$111K 6 13.41% Increased
1491
Wealthcare Advisory Partners
Wealthcare Advisory Partners
Pennsylvania
$85.8M +$4.13M 9 2.68% Increased
1492
Fidelis Capital Partners
Fidelis Capital Partners
Florida
$85.7M +$6.87M 6 12.2% Increased
1493
Godsey & Gibb Inc
Godsey & Gibb Inc
Virginia
$85.5M -$3.57M 7 8.83% Reduced
1494
Marble Harbor Investment Counsel
Marble Harbor Investment Counsel
Massachusetts
$85.5M -$443K 6 10.05% Reduced
1495
Dorsey Asset Management
Dorsey Asset Management
Illinois
$85.3M -$64.8M 1 10.17% Reduced
1496
Canandaigua National Bank & Trust
Canandaigua National Bank & Trust
New York
$85.3M -$3.3M 7 9.24% Reduced
1497
Rothschild Capital Partners
Rothschild Capital Partners
New York
$85M -$11.3K 4 24.28% Reduced
1498
Payden & Rygel
Payden & Rygel
California
$85M -$20.8M 5 6.87% Reduced
1499
Payden & Rygel Investment Group
Payden & Rygel Investment Group
California
$85M -$20.8M 5 6.87% Reduced
1500
Mechanics Bank - Trust Department
Mechanics Bank - Trust Department
California
$84.9M -$1.84M 6 12.15% Reduced