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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
Courier Capital
Courier Capital
New York
$97.2M -$1.89M 6 5.9% Reduced
1502
Lighthouse Investment Partners
Lighthouse Investment Partners
Florida
$97.2M +$39.5M 6 3.66% Increased
1503
Rossmore Private Capital
Rossmore Private Capital
Connecticut
$97M -$373K 6 11.32% Reduced
1504
Minneapolis Portfolio Management Group
Minneapolis Portfolio Management Group
Minnesota
$96.7M -$726K 3 11.94% Reduced
1505
Zevin Asset Management
Zevin Asset Management
Massachusetts
$96.5M -$2.18M 5 13.89% Reduced
1506
Warther Private Wealth
Warther Private Wealth
Ohio
$96.4M +$9.25M 6 25.09% Increased
1507
Ramsay Stattman Vela & Price
Ramsay Stattman Vela & Price
Colorado
$96.4M -$2.63M 4 18% Reduced
1508
TownSquare Capital
TownSquare Capital
Utah
$96.3M -$626M 10 9.38% Reduced
1509
RIM
Rovida Investment Management
Cayman Islands
$96.2M +$47.6M 1 17.81% Increased
1510
Connors Investor Services
Connors Investor Services
Pennsylvania
$96.2M -$9.8M 6 8.52% Reduced
1511
FourThought Financial Partners
FourThought Financial Partners
Florida
$96.1M +$1.16M 9 9.49% Increased
1512
Kiley Juergens Wealth Management
Kiley Juergens Wealth Management
Washington
$96M +$869K 5 22.15% Increased
1513
Makena Capital Management
Makena Capital Management
California
$96M -$7.51M 3 9.61% Reduced
1514
Itau Unibanco Holding S.A.
Itau Unibanco Holding S.A.
Brazil
$95.8M -$4.34M 14 3.62% Reduced
1515
Greenwood Capital Associates
Greenwood Capital Associates
South Carolina
$95.7M -$6.97M 7 11.9% Reduced
1516
ODDO BHF Asset Management
ODDO BHF Asset Management
France
$95.6M -$9.36M 8 3.63% Reduced
1517
Trust Asset Management
Trust Asset Management
Texas
$95.5M $0 7 7.08% Maintained
1518
Foster & Motley
Foster & Motley
Ohio
$95.5M -$554K 8 5.52% Reduced
1519
Tompkins Financial
Tompkins Financial
New York
$95.2M -$1.46M 10 8.75% Reduced
1520
WoodTrust Financial
WoodTrust Financial
Wisconsin
$95.2M +$16.4M 8 12.1% Increased
1521
Trivium Point Advisory
Trivium Point Advisory
Connecticut
$95.1M +$5.94M 9 10.33% Increased
1522
StoneX Group
StoneX Group
New York
$95M +$6.72M 10 4.62% Increased
1523
Hamilton Capital Partners
Hamilton Capital Partners
Georgia
$95M +$18.6M 4 45.53% Increased
1524
EverSource Wealth Advisors
EverSource Wealth Advisors
Alabama
$95M +$1.98M 31 4.29% Increased
1525
HughesLittle Investment Management
HughesLittle Investment Management
$94.6M -$105K 2 17.07% Reduced