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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
MAI Capital Management
MAI Capital Management
Ohio
$35.3M +$313K 7 2.57% Increased
1077
SouthState Corp
SouthState Corp
Florida
$35.3M +$2.61M 6 5.06% Increased
1078
AJ
Ashburton (Jersey)
Jersey
$35.2M +$3M 4 15.12% Increased
1079
Hikari Tsushin Inc
Hikari Tsushin Inc
Japan
$35.2M -$9.7M 2 10.66% Reduced
1080
NBT Bank
NBT Bank
New York
$35.2M -$1.29M 6 6.04% Reduced
1081
HC
Hillman Company
Pennsylvania
$35.1M +$630K 2 12.22% Increased
1082
Rothschild Investment LLC
Rothschild Investment LLC
Illinois
$35M -$1.63M 6 4.21% Reduced
1083
Tower Research Capital (TRC)
Tower Research Capital (TRC)
New York
$35M +$32.5M 15 3.8% Increased
1084
MTIP
Magee Thomson Investment Partners
California
$34.9M -$7.34M 3 12.1% Reduced
1085
Woodley Farra Manion Portfolio Management
Woodley Farra Manion Portfolio Management
Indiana
$34.8M +$2.8M 3 4.72% Increased
1086
AHL Partners
AHL Partners
United Kingdom
$34.8M -$29.2M 9 1.06% Reduced
1087
Sheaff Brock Investment Advisors
Sheaff Brock Investment Advisors
Indiana
$34.6M +$54.6K 9 4.38% Increased
1088
KC
Kanha Capital
New York
$34.4M +$34.1M 2 38.27% New
1089
BFO
Boston Family Office
Massachusetts
$34.4M +$1.14M 7 4.47% Increased
1090
Pinnacle Financial Partners (Tennessee)
Pinnacle Financial Partners (Tennessee)
Tennessee
$34.3M -$1.44M 7 7.42% Reduced
1091
CCMD
Cypress Capital Management (Delaware)
Delaware
$34.2M +$762K 5 9.01% Increased
1092
Berkshire Asset Management
Berkshire Asset Management
Pennsylvania
$34.2M -$1.2M 6 4.41% Reduced
1093
TM
Tikvah Management
North Carolina
$34.2M $0 3 16.79% Maintained
1094
GCM
GoodHaven Capital Management
New Jersey
$34.1M -$4.73M 4 13.78% Reduced
1095
Nichols & Pratt Advisers
Nichols & Pratt Advisers
Massachusetts
$34.1M +$265K 5 3.21% Increased
1096
Cramer Rosenthal McGlynn
Cramer Rosenthal McGlynn
Connecticut
$34.1M +$29M 2 0.51% Increased
1097
BAS
Brown Advisory Securities
Maryland
$33.9M +$1.22M 8 9.25% Increased
1098
CGL
Clarius Group LLC
Washington
$33.8M +$988K 7 14.3% Increased
1099
FGP
Foyston, Gordon, & Payne
Ontario, Canada
$33.8M -$9.3M 3 8.02% Reduced
1100
Tairen Capital
Tairen Capital
Hong Kong
$33.8M -$84.4M 3 8.36% Reduced