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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
1201
SeaCrest Wealth Management
SeaCrest Wealth Management
New York
$98.5M -$824K 12 11.31% Reduced
1202
Equitable Holdings
Equitable Holdings
New York
$98.4M +$9.35M 10 1.61% Increased
1203
Means Investment Company
Means Investment Company
Maine
$98.4M +$3.23M 9 17.82% Increased
1204
Schaper Benz & Wise Investment Counsel
Schaper Benz & Wise Investment Counsel
Wisconsin
$98.4M -$384K 6 8.48% Reduced
1205
Schwartz Investment Counsel
Schwartz Investment Counsel
Michigan
$98.3M -$581K 1 4.13% Reduced
1206
CAM
Contour Asset Management
New York
$98.1M +$29.9M 1 3.98% Increased
1207
Knights of Columbus Asset Advisors
Knights of Columbus Asset Advisors
Connecticut
$98M -$2.17M 6 8.37% Reduced
1208
Churchill Management
Churchill Management
California
$97.8M -$22.9M 4 1.72% Reduced
1209
Greenlea Lane Capital Management
Greenlea Lane Capital Management
Connecticut
$97.7M +$37.2M 2 27.21% Increased
1210
First Citizens Bank & Trust
First Citizens Bank & Trust
North Carolina
$97.6M +$1.44M 6 3.79% Increased
1211
Iron Gate Global Advisors
Iron Gate Global Advisors
Utah
$97.5M +$11.2M 4 22.29% Increased
1212
MIG Capital
MIG Capital
California
$97.5M +$44M 2 10% Increased
1213
Independent Financial Group
Independent Financial Group
California
$97.2M +$9.28M 14 7.9% Increased
1214
Fulton Bank
Fulton Bank
Pennsylvania
$97.1M -$1.14M 10 4.54% Reduced
1215
Lyell Wealth Management
Lyell Wealth Management
California
$96.6M +$5.78M 9 12.43% Increased
1216
Clearstead Advisors
Clearstead Advisors
Ohio
$96.5M +$4.53M 19 6.55% Increased
1217
Truxt Investmentos
Truxt Investmentos
Brazil
$96.2M +$96.1M 3 17.2% New
1218
Check Capital Management
Check Capital Management
California
$96.1M -$1.84M 3 3.74% Reduced
1219
Summit Trail Advisors
Summit Trail Advisors
New York
$95.8M +$2.3M 10 7.75% Increased
1220
Southeast Asset Advisors
Southeast Asset Advisors
Georgia
$95.8M +$1.99M 6 12.71% Increased
1221
Lee, Danner & Bass
Lee, Danner & Bass
Tennessee
$95.7M +$7.07M 7 8.16% Increased
1222
Ulysses Management
Ulysses Management
New York
$95.7M -$1.24M 2 11.49% Reduced
1223
Meridian Wealth Management
Meridian Wealth Management
Kentucky
$95.3M +$207K 9 10.42% Increased
1224
PFS Investments
PFS Investments
Georgia
$95.3M +$31.9M 8 1.81% Increased
1225
Estabrook Capital Management
Estabrook Capital Management
New York
$95.2M -$551K 9 14% Reduced