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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
2576
Kentucky Farm Bureau Mutual Insurance
Kentucky Farm Bureau Mutual Insurance
Kentucky
$24.3M $0 3 6.25% Maintained
2577
Formula Growth
Formula Growth
Quebec, Canada
$24.3M +$9.38M 3 4.32% Increased
2578
Cary Street Partners Asset Management
Cary Street Partners Asset Management
Virginia
$24.3M -$852K 7 5.2% Reduced
2579
Evermay Wealth Management
Evermay Wealth Management
Virginia
$24.3M +$1.35M 14 4.34% Increased
2580
Corbyn Investment Management
Corbyn Investment Management
Maryland
$24.3M -$56.7K 2 7.33% Reduced
2581
Clay Northam Wealth Management
Clay Northam Wealth Management
California
$24.2M +$25M 8 22.82% New
2582
Luxor Capital Group
Luxor Capital Group
New York
$24.2M -$123M 3 0.24% Reduced
2583
Delta Financial Advisors
Delta Financial Advisors
Louisiana
$24.2M -$153K 6 9.84% Reduced
2584
Patten Group
Patten Group
Tennessee
$24.2M +$854K 6 6.39% Increased
2585
ARI
Applied Research Investments
Delaware
$24.1M +$1.79M 3 7.95% Increased
2586
Triasima Portfolio Management
Triasima Portfolio Management
Quebec, Canada
$24.1M +$34K 4 1.16% Increased
2587
Carolinas Wealth Consulting
Carolinas Wealth Consulting
North Carolina
$24.1M -$3.66M 13 5.25% Reduced
2588
Brown Capital Management
Brown Capital Management
Maryland
$24.1M +$880K 4 0.2% Increased
2589
Pegasus Partners
Pegasus Partners
Wisconsin
$24M -$1.89M 4 4.21% Reduced
2590
StoneX Group
StoneX Group
New York
$24M +$1.73M 10 2.77% Increased
2591
Bangor Savings Bank
Bangor Savings Bank
Maine
$24M +$547K 8 2.29% Increased
2592
Marcum Wealth
Marcum Wealth
Ohio
$24M +$1.42M 6 3.33% Increased
2593
AP
Arlington Partners
Alabama
$23.9M +$1.36M 15 6.43% Increased
2594
Oak Grove Capital
Oak Grove Capital
New Hampshire
$23.9M -$2.88M 6 4.16% Reduced
2595
Wolf Group Capital Advisors
Wolf Group Capital Advisors
Virginia
$23.9M +$15.5M 5 3.91% Increased
2596
Dorchester Wealth Management
Dorchester Wealth Management
Quebec, Canada
$23.9M +$1.01M 6 4.75% Increased
2597
Bell & Brown Wealth Advisors
Bell & Brown Wealth Advisors
California
$23.9M +$952K 6 11.55% Increased
2598
Raab & Moskowitz Asset Management
Raab & Moskowitz Asset Management
New Jersey
$23.9M -$448K 5 7.85% Reduced
2599
NEIRG Wealth Management
NEIRG Wealth Management
Massachusetts
$23.9M +$23.6M 5 4.58% New
2600
Intercontinental Wealth Advisors
Intercontinental Wealth Advisors
Texas
$23.9M +$404K 7 5.03% Increased