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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
2751
Louisbourg Investments
Louisbourg Investments
New Brunswick, Canada
$25.4M +$3.76M 6 6.91% Increased
2752
RHDIC
R.H. Dinel Investment Counsel
California
$25.4M $0 2 17.35% Maintained
2753
Schwarz Dygos Wheeler Investment Advisors
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$25.4M -$873K 5 6.02% Reduced
2754
HCA
Hyperion Capital Advisors
New York
$25.3M +$1.28M 4 13.79% Increased
2755
Insight Advisors
Insight Advisors
Pennsylvania
$25.3M -$361K 7 4.41% Reduced
2756
LMG Wealth Partners
LMG Wealth Partners
Louisiana
$25.3M +$16.1K 5 5.64% Increased
2757
Drive Wealth Management
Drive Wealth Management
Utah
$25.3M +$1.86M 6 5.95% Increased
2758
Fortis Group Advisors
Fortis Group Advisors
New Jersey
$25.3M +$411K 12 4.91% Increased
2759
3Chopt Investment Partners
3Chopt Investment Partners
Virginia
$25.3M +$8.39M 7 6.63% Increased
2760
CH
Canton Hathaway
Rhode Island
$25.3M +$8.9M 6 5.11% Increased
2761
Spirit of America Management Corp
Spirit of America Management Corp
New York
$25.3M +$310K 7 5.12% Increased
2762
High Note Wealth
High Note Wealth
Minnesota
$25.3M -$473K 14 6.26% Reduced
2763
Kathmere Capital Management
Kathmere Capital Management
Pennsylvania
$25.2M +$3.07M 8 2.14% Increased
2764
Granahan Investment Management
Granahan Investment Management
Massachusetts
$25.2M +$5.63M 2 1.26% Increased
2765
Bangor Savings Bank
Bangor Savings Bank
Maine
$25.2M -$889K 10 2.38% Reduced
2766
FCG Investment Company
FCG Investment Company
Tennessee
$25.2M +$2.3M 4 15.82% Increased
2767
Svenska Handelsbanken
Svenska Handelsbanken
Sweden
$25.2M +$28.7M 1 25.06% New
2768
DGS Capital Management
DGS Capital Management
New Jersey
$25.2M +$1.19M 8 6.63% Increased
2769
Shorepoint Capital Partners
Shorepoint Capital Partners
Massachusetts
$25.2M +$670K 5 5.69% Increased
2770
CIM
CIM Investment Management
Pennsylvania
$25.2M -$230K 8 5.74% Reduced
2771
Diameter Capital Partners
Diameter Capital Partners
New York
$25.1M $0 1 2.93% Maintained
2772
Gibraltar Capital Management
Gibraltar Capital Management
Oklahoma
$25.1M +$804K 3 5.42% Increased
2773
AssuredPartners Investment Advisors
AssuredPartners Investment Advisors
Florida
$25.1M +$1.8M 8 4.84% Increased
2774
Brandywine Oak Private Wealth
Brandywine Oak Private Wealth
Pennsylvania
$25.1M -$341K 6 2.46% Reduced
2775
Kesler Norman & Wride
Kesler Norman & Wride
Utah
$25M -$99.3K 8 4.77% Reduced