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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
1076
Chas P. Smith & Associates (CPS)
Chas P. Smith & Associates (CPS)
Florida
$24.8M -$105K 4 4.78% Reduced
1077
Baker Avenue Asset Management
Baker Avenue Asset Management
California
$24.8M -$2.39M 7 4.36% Reduced
1078
Regal Partners
Regal Partners
Australia
$24.7M -$46K 1 9.94% Reduced
1079
Kanawha Capital Management
Kanawha Capital Management
Virginia
$24.6M +$53.9K 4 4.75% Increased
1080
Todd Asset Management
Todd Asset Management
Kentucky
$24.6M +$654K 2 0.77% Increased
1081
GCM
GoodHaven Capital Management
New Jersey
$24.5M -$1.45M 2 9.51% Reduced
1082
Adell Harriman & Carpenter
Adell Harriman & Carpenter
Texas
$24.5M +$2.2M 7 7.2% Increased
1083
MIM
Marco Investment Management
Georgia
$24.5M -$1.23M 8 4.85% Reduced
1084
AL
Agran Libbie
California
$24.5M +$185K 6 6.83% Increased
1085
CCT
Chemung Canal Trust
New York
$24.4M +$262K 4 5.94% Increased
1086
Endurance Wealth Management
Endurance Wealth Management
Rhode Island
$24.4M -$59.5K 9 4.29% Reduced
1087
IAM
Integre Asset Management
New York
$24.4M +$537K 6 5.8% Increased
1088
SAMNY
Samsung Asset Management (New York)
New York
$24.3M -$5M 6 9.36% Reduced
1089
Payden & Rygel
Payden & Rygel
California
$24.3M +$556K 4 3.49% Increased
1090
HCM
Harvey Capital Management
Florida
$24.2M +$371K 5 9.65% Increased
1091
TCV Trust & Wealth Management
TCV Trust & Wealth Management
Virginia
$24.1M +$298K 5 4.36% Increased
1092
AIA
Alerus Investment Advisors
Minnesota
$24M -$8.48M 4 4.25% Reduced
1093
KCM Investment Advisors
KCM Investment Advisors
California
$24M +$202K 6 1.99% Increased
1094
Anchor Capital Advisors
Anchor Capital Advisors
Massachusetts
$24M -$10.4M 4 0.61% Reduced
1095
Bragg Financial Advisors
Bragg Financial Advisors
North Carolina
$23.8M +$309K 5 5.7% Increased
1096
FPCM
Financial Partners Capital Management
New York
$23.8M +$3.86M 4 5.97% Increased
1097
Stock Yards Bank & Trust
Stock Yards Bank & Trust
Kentucky
$23.8M +$159K 4 3.63% Increased
1098
Community Bank
Community Bank
New York
$23.7M +$1.36K 5 6.13% Increased
1099
SouthState Corp
SouthState Corp
Florida
$23.7M +$262K 4 3.62% Increased
1100
Reynders McVeigh Capital Management
Reynders McVeigh Capital Management
Massachusetts
$23.6M +$1.24M 5 4.11% Increased