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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
Peak Asset Management
Peak Asset Management
Colorado
$60.7M -$631K 7 13.35% Reduced
1627
Buckingham Capital Management (Ohio)
Buckingham Capital Management (Ohio)
Ohio
$60.7M -$2.58M 5 8.12% Reduced
1628
Pensioenfonds Rail & OV
Pensioenfonds Rail & OV
Netherlands
$60.6M -$94K 1 3.5% Reduced
1629
HA
Harbor Advisors
Florida
$60.5M $0 7 11.58% Maintained
1630
Claret Asset Management
Claret Asset Management
Quebec, Canada
$60.5M -$76.6K 5 10.82% Reduced
1631
WMS Partners
WMS Partners
Maryland
$60.5M -$6.37M 6 4.45% Reduced
1632
First Nebraska Trust
First Nebraska Trust
Nebraska
$60.4M -$531K 7 6.98% Reduced
1633
HughesLittle Investment Management
HughesLittle Investment Management
$60.4M +$1.55M 2 15.47% Increased
1634
Graypoint LLC
Graypoint LLC
New York
$60.4M +$5.5M 10 4.87% Increased
1635
CFM Wealth Partners
CFM Wealth Partners
Texas
$60.3M +$234K 7 13.64% Increased
1636
Sompo Asset Management
Sompo Asset Management
Japan
$60.3M -$3.51M 7 10.88% Reduced
1637
Fidelis Capital Partners
Fidelis Capital Partners
Florida
$60.2M +$11.9M 6 13.32% Increased
1638
SevenBridge Financial Group
SevenBridge Financial Group
Pennsylvania
$60.2M +$245K 7 14.21% Increased
1639
Mirabella Financial Services
Mirabella Financial Services
United Kingdom
$60.1M +$38M 11 8.02% Increased
1640
Vest Financial
Vest Financial
Virginia
$60.1M +$10.7M 4 2.24% Increased
1641
Griffin Asset Management
Griffin Asset Management
New York
$59.9M -$83.8K 6 7.59% Reduced
1642
Cinctive Capital Management
Cinctive Capital Management
New York
$59.9M -$18.5M 8 3.98% Reduced
1643
EFG Asset Management (Americas)
EFG Asset Management (Americas)
Florida
$59.8M -$2.22M 5 12.9% Reduced
1644
Ivy Lane Capital Management
Ivy Lane Capital Management
Florida
$59.7M $0 2 37.97% Maintained
1645
AIS
AM Investment Strategies
Tennessee
$59.5M -$832K 6 16.79% Reduced
1646
Mirabaud & Cie
Mirabaud & Cie
Switzerland
$59.5M +$56.1M 4 19.81% New
1647
Kavar Capital Partners Group
Kavar Capital Partners Group
Kansas
$59.3M +$21.4M 5 6.62% Increased
1648
First Western Trust Bank
First Western Trust Bank
Colorado
$59.3M -$202K 6 2.95% Reduced
1649
Intrust Bank
Intrust Bank
Kansas
$59.2M +$87.4K 6 6.87% Increased
1650
China Universal Asset Management Company
China Universal Asset Management Company
China
$59.1M -$4.08M 6 11.5% Reduced