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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
3151
Bishop Rock Capital
Bishop Rock Capital
New York
$11M -$14.6M 2 10.66% Reduced
3152
Riverview Trust Company
Riverview Trust Company
Washington
$11M +$978K 15 9.55% Increased
3153
Plotkin Financial Advisors
Plotkin Financial Advisors
Maryland
$11M -$278K 6 10.41% Reduced
3154
Red Cedar Capital
Red Cedar Capital
Nebraska
$10.9M +$63.7K 5 7.41% Increased
3155
Ghisallo Capital Management
Ghisallo Capital Management
Massachusetts
$10.9M -$442K 3 1.35% Reduced
3156
Davidson Trust Company
Davidson Trust Company
Washington
$10.9M -$182K 6 9.71% Reduced
3157
First Business Financial Services
First Business Financial Services
Wisconsin
$10.9M -$131K 6 1.47% Reduced
3158
Baystate Wealth Management
Baystate Wealth Management
Massachusetts
$10.9M +$2.76M 16 1.06% Increased
3159
MJB
Mark J. Bradley
$10.9M -$380K 4 9.84% Reduced
3160
StrongBox Wealth
StrongBox Wealth
Missouri
$10.9M +$372K 3 7.02% Increased
3161
PDT Partners
PDT Partners
New York
$10.8M -$21.2M 9 0.96% Reduced
3162
Baker Boyer National Bank
Baker Boyer National Bank
Washington
$10.8M -$589K 5 5.5% Reduced
3163
Security National Bank of Sioux City Iowa
Security National Bank of Sioux City Iowa
Iowa
$10.8M -$578K 4 9.24% Reduced
3164
High Net Worth Advisory Group
High Net Worth Advisory Group
Florida
$10.8M +$365K 12 4.49% Increased
3165
Taylor Frigon Capital Management
Taylor Frigon Capital Management
Arizona
$10.8M -$236K 4 5.63% Reduced
3166
Rock Point Advisors
Rock Point Advisors
Vermont
$10.8M +$1.41M 4 3.69% Increased
3167
Jacob Asset Management of New York
Jacob Asset Management of New York
California
$10.8M +$4.14M 6 10.92% Increased
3168
Soundmark Wealth Management
Soundmark Wealth Management
Washington
$10.8M +$48.8K 2 7.7% Increased
3169
Capital Advisors Wealth Management
Capital Advisors Wealth Management
Washington
$10.8M +$1.24M 5 3.5% Increased
3170
George Kaiser Family Foundation
George Kaiser Family Foundation
Oklahoma
$10.8M +$2.19M 3 1.92% Increased
3171
Alera Investment Advisors
Alera Investment Advisors
Illinois
$10.8M -$868K 6 3.01% Reduced
3172
Eads & Heald Wealth Management
Eads & Heald Wealth Management
Georgia
$10.8M -$72.8K 7 5.79% Reduced
3173
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$10.8M +$1.24M 2 0.45% Increased
3174
Charles Schwab Trust
Charles Schwab Trust
Nevada
$10.7M -$611K 6 2.22% Reduced
3175
First City Capital Management
First City Capital Management
Georgia
$10.7M +$132K 5 6.59% Increased