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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
2476
Cincinnati Casualty Company
Cincinnati Casualty Company
Ohio
$24.7M $0 1 14.35% Maintained
2477
Capital Planning
Capital Planning
Washington
$24.7M +$2.83M 4 9.61% Increased
2478
Horan Capital Advisors
Horan Capital Advisors
Ohio
$24.6M -$339K 4 9.92% Reduced
2479
Keel Point
Keel Point
Alabama
$24.6M -$22.9M 6 3.69% Reduced
2480
Cherry Creek Investment Advisors
Cherry Creek Investment Advisors
Colorado
$24.6M +$354K 8 16.21% Increased
2481
NFC Investments
NFC Investments
Tennessee
$24.6M +$93.7K 2 5.51% Increased
2482
Allied Investment Advisors
Allied Investment Advisors
Montana
$24.6M +$1.05M 3 8.01% Increased
2483
CoreCap Advisors
CoreCap Advisors
Michigan
$24.6M -$3.35M 9 1.7% Reduced
2484
Cerity Partners OCIO
Cerity Partners OCIO
New York
$24.5M -$3.15M 9 0.74% Reduced
2485
FAS Wealth Partners
FAS Wealth Partners
Kansas
$24.5M +$1.85M 8 2.31% Increased
2486
Ashford Capital Management
Ashford Capital Management
Delaware
$24.5M +$107K 6 2.64% Increased
2487
Texas Capital Bank Wealth Management Services
Texas Capital Bank Wealth Management Services
Texas
$24.5M +$1.65M 5 2.23% Increased
2488
Seaview Investment Managers
Seaview Investment Managers
Florida
$24.4M +$981K 5 8.15% Increased
2489
Roman Butler Fullerton & Co
Roman Butler Fullerton & Co
Missouri
$24.4M +$5.65K 6 11.3% Increased
2490
Graves Light Lenhart Wealth
Graves Light Lenhart Wealth
Virginia
$24.4M -$233K 11 3.4% Reduced
2491
KCM
Karp Capital Management
California
$24.4M -$11.4M 5 3.55% Reduced
2492
Stelac Advisory Services
Stelac Advisory Services
New York
$24.3M -$16M 7 8.75% Reduced
2493
Triangle Securities Wealth Management
Triangle Securities Wealth Management
North Carolina
$24.3M -$507K 7 8.14% Reduced
2494
BDA
Borer Denton & Associates
Pennsylvania
$24.3M +$23.7M 2 10.2% New
2495
Bridge Creek Capital Management
Bridge Creek Capital Management
Massachusetts
$24.3M +$2.11M 6 8.1% Increased
2496
Aevitas Wealth Management
Aevitas Wealth Management
Massachusetts
$24.3M -$423K 6 14.85% Reduced
2497
McRae Capital Management
McRae Capital Management
New Jersey
$24.3M -$1.08M 4 5.48% Reduced
2498
Sendero Wealth Management
Sendero Wealth Management
Texas
$24.3M -$165K 5 11.19% Reduced
2499
Evolutionary Tree Capital Management
Evolutionary Tree Capital Management
Virginia
$24.2M +$811K 4 16.85% Increased
2500
Alcosta Capital Management
Alcosta Capital Management
California
$24.2M -$496K 3 17.43% Reduced