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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
1751
First Midwest Bank Trust Division
First Midwest Bank Trust Division
Illinois
$46.5M -$1.33M 6 6.63% Reduced
1752
Arjuna Capital
Arjuna Capital
North Carolina
$46.5M +$3.9M 5 18.88% Increased
1753
Centaurus Financial
Centaurus Financial
California
$46.4M -$2.86M 15 3.89% Reduced
1754
M
MOTCO
Texas
$46.4M -$1.03M 9 3.03% Reduced
1755
Regal Investment Advisors
Regal Investment Advisors
Michigan
$46.4M -$701K 13 4.5% Reduced
1756
Portland Hill Asset Management
Portland Hill Asset Management
United Kingdom
$46.3M -$6.93M 5 30.73% Reduced
1757
Gemsstock Ltd
Gemsstock Ltd
United Kingdom
$46.3M -$65.4M 3 20.99% Reduced
1758
Intact Investment Management
Intact Investment Management
Quebec, Canada
$46.1M -$555K 6 1.29% Reduced
1759
CCM
Compton Capital Management
Rhode Island
$46.1M -$908K 8 13.54% Reduced
1760
Foster Dykema Cabot & Co
Foster Dykema Cabot & Co
Massachusetts
$46.1M -$53.6K 5 5.75% Reduced
1761
Holderness Investments Company
Holderness Investments Company
North Carolina
$46.1M +$627K 7 15.23% Increased
1762
Brown Advisory Securities
Brown Advisory Securities
Maryland
$46.1M -$96.2M 6 13.64% Reduced
1763
DA
Dash Acquisitions
California
$46M -$826K 4 23.99% Reduced
1764
EFG Asset Management (Americas)
EFG Asset Management (Americas)
Florida
$46M +$405K 4 8.19% Increased
1765
Trinity Street Asset Management
Trinity Street Asset Management
United Kingdom
$45.9M -$5.46M 2 5.63% Reduced
1766
Easterly Investment Partners
Easterly Investment Partners
Massachusetts
$45.9M +$22.4M 4 3.11% Increased
1767
Telos Capital Management
Telos Capital Management
California
$45.9M -$2.13M 6 6.28% Reduced
1768
KWMG
King Wealth Management Group
Florida
$45.8M -$2.5M 8 9.38% Reduced
1769
Global Retirement Partners
Global Retirement Partners
California
$45.8M +$1.39M 22 4.53% Increased
1770
Brasada Capital Management
Brasada Capital Management
Texas
$45.8M -$405K 5 8.97% Reduced
1771
Intellectus Partners
Intellectus Partners
California
$45.7M -$623K 8 11.07% Reduced
1772
Fort Sheridan Advisors
Fort Sheridan Advisors
Illinois
$45.7M +$2.64M 8 14.96% Increased
1773
Jaffetilchin Investment Partners
Jaffetilchin Investment Partners
Florida
$45.7M -$10.2M 9 4.86% Reduced
1774
One01 Capital
One01 Capital
California
$45.7M +$2.33M 2 16.05% Increased
1775
Prime Capital Investment Advisors
Prime Capital Investment Advisors
Kansas
$45.6M -$16.1M 8 2.85% Reduced