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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
1626
VM
Venator Management
Pennsylvania
$47.6M -$1.13M 2 14.07% Reduced
1627
Great Valley Advisor Group
Great Valley Advisor Group
Delaware
$47.6M -$2.7M 11 4.58% Reduced
1628
SC
Shellback Capital
Massachusetts
$47.4M +$18.1M 2 2.82% Increased
1629
Pallas Capital Advisors
Pallas Capital Advisors
Massachusetts
$47.4M +$44.2M 8 10.57% New
1630
CDAM (UK)
CDAM (UK)
United Kingdom
$47.4M -$6.37M 1 6.27% Reduced
1631
Johnson Financial Group Inc (Wisconsin)
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$47.4M +$8.53M 9 3.19% Increased
1632
Spearhead Capital Advisors
Spearhead Capital Advisors
Florida
$47.3M -$1.56M 6 6.99% Reduced
1633
Intersect Capital
Intersect Capital
California
$47.3M -$112K 9 9.58% Reduced
1634
Buckingham Capital Management (Ohio)
Buckingham Capital Management (Ohio)
Ohio
$47.1M -$933K 6 7.94% Reduced
1635
Sabal Trust
Sabal Trust
Florida
$47.1M -$1.28M 6 3.5% Reduced
1636
Adams Street Partners
Adams Street Partners
Illinois
$47.1M +$53.1M 2 7.54% Increased
1637
Thompson Investment Management
Thompson Investment Management
Wisconsin
$46.9M -$422K 6 7.08% Reduced
1638
Altium Wealth Management
Altium Wealth Management
New York
$46.9M +$1.94M 6 3.76% Increased
1639
First Trust Direct Indexing
First Trust Direct Indexing
Massachusetts
$46.7M +$2.33M 7 12.44% Increased
1640
Valicenti Advisory Services
Valicenti Advisory Services
New York
$46.6M +$425K 5 13.82% Increased
1641
Bellecapital
Bellecapital
Switzerland
$46.6M +$5.61M 7 14.54% Increased
1642
ThornTree Capital Partners
ThornTree Capital Partners
Massachusetts
$46.6M -$29.6M 2 6% Reduced
1643
Leavell Investment Management
Leavell Investment Management
Alabama
$46.5M -$1.92M 6 3.79% Reduced
1644
Robertson Stephens Wealth Management
Robertson Stephens Wealth Management
California
$46.5M +$16.9M 8 7.44% Increased
1645
Anchor Investment Management
Anchor Investment Management
South Carolina
$46.5M +$3.77M 13 7.08% Increased
1646
Endurance Wealth Management
Endurance Wealth Management
Rhode Island
$46.5M +$1.19M 11 5.47% Increased
1647
Checchi Capital Advisers
Checchi Capital Advisers
California
$46.5M -$1.2M 9 4.59% Reduced
1648
Willis Investment Counsel
Willis Investment Counsel
Georgia
$46.4M +$4.18M 2 2.82% Increased
1649
CMH Wealth Management
CMH Wealth Management
New Hampshire
$46.4M +$748K 3 17.48% Increased
1650
SCA
Sassicaia Capital Advisers
New York
$46.4M +$41.9M 4 26.25% Increased