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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
1276
NM
NWI Management
New York
$94.9M -$84.7M 5 2.35% Reduced
1277
Rothschild Investment LLC
Rothschild Investment LLC
Illinois
$94.8M -$1.35M 16 7.95% Reduced
1278
Balentine LLC
Balentine LLC
Georgia
$94.8M +$15.7M 12 3.03% Increased
1279
American National Bank & Trust
American National Bank & Trust
Texas
$94.7M -$984K 12 14.88% Reduced
1280
TCOT
Trust Company of Toledo
Ohio
$94.6M +$4.92M 6 16.3% Increased
1281
Pitcairn
Pitcairn
Pennsylvania
$94.6M +$4.23M 13 6.99% Increased
1282
TM
Tikvah Management
North Carolina
$94.3M -$8.05M 3 32.38% Reduced
1283
Manitou Investment Management
Manitou Investment Management
Ontario, Canada
$94M -$2.14M 4 20.41% Reduced
1284
MCM
McKinley Capital Management
Alaska
$94M +$561K 3 12.07% Increased
1285
Sumitomo Mitsui Financial Group
Sumitomo Mitsui Financial Group
Japan
$94M -$7.11M 9 2.98% Reduced
1286
Ashton Thomas Private Wealth
Ashton Thomas Private Wealth
Arizona
$93.4M +$2.74M 9 5.87% Increased
1287
Value Partners Investments
Value Partners Investments
Manitoba, Canada
$93.3M +$26K 3 7.45% Increased
1288
LVM Capital Management
LVM Capital Management
Michigan
$93.2M -$374K 6 11.93% Reduced
1289
Abner Herrman & Brock
Abner Herrman & Brock
New Jersey
$93M +$2.97M 4 13.06% Increased
1290
Harvest Portfolios Group
Harvest Portfolios Group
Ontario, Canada
$92.9M -$7.44M 5 3.94% Reduced
1291
Gladstone Institutional Advisory
Gladstone Institutional Advisory
Florida
$92.9M +$5.74M 12 5.21% Increased
1292
Cullen Capital Management
Cullen Capital Management
New York
$92.9M -$27.3M 4 1.38% Reduced
1293
Payden & Rygel
Payden & Rygel
California
$92.8M -$10M 5 6.45% Reduced
1294
Private Advisory Group
Private Advisory Group
Washington
$92.3M +$617K 7 16.02% Increased
1295
Seizert Capital Partners
Seizert Capital Partners
Michigan
$92.3M -$57.8M 3 4.68% Reduced
1296
Stack Financial Management
Stack Financial Management
Montana
$92.2M -$21.9M 1 10.41% Reduced
1297
MGO One Seven
MGO One Seven
Ohio
$92.1M +$14.8M 12 5.28% Increased
1298
First Hawaiian Bank
First Hawaiian Bank
Hawaii
$91.8M -$7.69M 9 2.89% Reduced
1299
PCM
Prime Capital Management
Hong Kong
$91.6M $0 2 16.73% Maintained
1300
Fiduciary Group
Fiduciary Group
Georgia
$91.3M -$2.64M 6 10.7% Reduced