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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
1501
WMS Partners
WMS Partners
Maryland
$81.6M +$12.8M 6 4.58% Increased
1502
Edgar Lomax Company
Edgar Lomax Company
Virginia
$81.5M -$1.15M 1 4.98% Reduced
1503
Marble Harbor Investment Counsel
Marble Harbor Investment Counsel
Massachusetts
$81.3M -$595K 6 8.9% Reduced
1504
Birinyi Associates
Birinyi Associates
Connecticut
$81.3M -$1.71M 6 23.34% Reduced
1505
Magnetar Financial
Magnetar Financial
Illinois
$81.3M +$8.34M 6 1.76% Increased
1506
TrinityPoint Wealth
TrinityPoint Wealth
Connecticut
$81.2M -$32.7K 6 11.68% Reduced
1507
PI
Pennant Investors
New Jersey
$81.2M -$28M 3 23.19% Reduced
1508
Ithaka Group
Ithaka Group
Virginia
$81.2M -$5.57M 2 15.39% Reduced
1509
ODDO BHF Asset Management
ODDO BHF Asset Management
France
$81M +$80.9M 7 4.02% New
1510
RDST Capital
RDST Capital
Washington
$80.9M +$18.1M 3 18.25% Increased
1511
Tremblant Capital Group
Tremblant Capital Group
Florida
$80.8M -$7.45M 2 8.89% Reduced
1512
Deroy & Devereaux Private Investment Counsel
Deroy & Devereaux Private Investment Counsel
Michigan
$80.8M -$7.92M 5 4.6% Reduced
1513
EULAV Asset Management
EULAV Asset Management
Florida
$80.8M -$11.5M 4 1.97% Reduced
1514
TenCore Partners
TenCore Partners
New York
$80.8M -$16.8M 3 38.2% Reduced
1515
YLHM
Yelin Lapidot Holdings Management
Israel
$80.7M -$1.92M 5 13.29% Reduced
1516
FFT Wealth Management
FFT Wealth Management
Pennsylvania
$80.3M +$60.8M 6 6.09% Increased
1517
Johnson Financial Group Inc (Wisconsin)
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$80.1M +$4.15M 13 3.66% Increased
1518
GFI Investment Counsel
GFI Investment Counsel
Ontario, Canada
$80M -$1.45M 1 9.29% Reduced
1519
Smithfield Trust
Smithfield Trust
Pennsylvania
$80M +$293K 12 3.92% Increased
1520
Nations Financial Group
Nations Financial Group
Iowa
$80M +$4.57M 7 5.81% Increased
1521
Stratos Investment Management
Stratos Investment Management
Ohio
$80M +$6.7M 6 5.58% Increased
1522
Rothschild Capital Partners
Rothschild Capital Partners
New York
$79.9M +$99.4K 4 22.29% Increased
1523
Royal Fund Management
Royal Fund Management
Florida
$79.9M +$26M 11 4.76% Increased
1524
Fiduciary Alliance
Fiduciary Alliance
South Carolina
$79.5M +$11.7M 7 10.54% Increased
1525
Strategic Wealth Partners
Strategic Wealth Partners
Ohio
$79.4M +$1.21M 6 7.63% Increased