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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
2526
Newman Dignan & Sheerar Inc
Newman Dignan & Sheerar Inc
Rhode Island
$36.6M -$1.29M 6 8.41% Reduced
2527
Affinity Wealth Management
Affinity Wealth Management
Delaware
$36.6M -$25.3M 5 5.84% Reduced
2528
Kentucky Farm Bureau Mutual Insurance
Kentucky Farm Bureau Mutual Insurance
Kentucky
$36.5M $0 3 7.81% Maintained
2529
WFG
Wormser Freres Gestion
France
$36.5M +$3.48M 5 21.71% Increased
2530
Cabot Wealth Management
Cabot Wealth Management
Massachusetts
$36.5M +$96.8K 5 4.34% Increased
2531
TFR Capital
TFR Capital
Texas
$36.5M -$158K 6 13.2% Reduced
2532
Citizens & Northern Corp
Citizens & Northern Corp
Pennsylvania
$36.4M -$337K 5 9.73% Reduced
2533
Trust Point Inc
Trust Point Inc
Wisconsin
$36.3M -$3.73M 5 3.43% Reduced
2534
Cantor Fitzgerald Investment Advisors
Cantor Fitzgerald Investment Advisors
New York
$36.3M +$345K 5 2.57% Increased
2535
Stonebrook Private
Stonebrook Private
Michigan
$36.3M -$127K 6 8.49% Reduced
2536
HRC
Hoertkorn Richard Charles
$36.3M -$474K 5 15.35% Reduced
2537
Greystone Financial Group
Greystone Financial Group
Michigan
$36.2M -$1.02M 5 5.97% Reduced
2538
Poehling Capital Management
Poehling Capital Management
Wisconsin
$36.2M +$242K 6 8.45% Increased
2539
Bradyco Inc
Bradyco Inc
Massachusetts
$36.2M -$2.47M 4 26.52% Reduced
2540
WealthPLAN Partners
WealthPLAN Partners
Nebraska
$36.2M -$4.3M 6 5.82% Reduced
2541
Headlands Technologies
Headlands Technologies
Illinois
$36.1M -$32.8M 15 4.33% Reduced
2542
Essex Savings Bank
Essex Savings Bank
Connecticut
$36.1M -$444K 7 8.61% Reduced
2543
Portfolio Design Labs
Portfolio Design Labs
California
$36.1M -$20.1M 6 7.09% Reduced
2544
LAM
Lountzis Asset Management
Pennsylvania
$36.1M -$156K 6 12.71% Reduced
2545
Monarch Capital Management
Monarch Capital Management
Indiana
$36.1M -$190K 6 9.68% Reduced
2546
Titleist Asset Management
Titleist Asset Management
Texas
$36.1M +$2.85M 11 3.57% Increased
2547
Twenty Acre Capital
Twenty Acre Capital
Pennsylvania
$35.9M +$2.84M 4 25.66% Increased
2548
Garrison Point Advisors
Garrison Point Advisors
California
$35.9M -$506K 6 16.46% Reduced
2549
Lifeworks Advisors
Lifeworks Advisors
Michigan
$35.9M -$1.08M 8 5.35% Reduced
2550
Smith, Moore & Co
Smith, Moore & Co
Missouri
$35.9M +$998K 7 3.01% Increased