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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
1326
Greenwood Gearhart
Greenwood Gearhart
Arkansas
$59.8M +$2.7M 5 9.5% Increased
1327
Van Cleef Asset Management
Van Cleef Asset Management
Ohio
$59.8M +$140K 4 11.55% Increased
1328
Atlantic Union Bankshares
Atlantic Union Bankshares
Virginia
$59.7M -$2.7M 7 6.86% Reduced
1329
Fagan Associates
Fagan Associates
New York
$59.7M +$2.29M 4 16.67% Increased
1330
Oxbow Advisors
Oxbow Advisors
Texas
$59.6M +$300K 5 9.37% Increased
1331
Gladstone Institutional Advisory
Gladstone Institutional Advisory
Florida
$59.6M +$2.96M 10 4.66% Increased
1332
J.W. Cole Advisors
J.W. Cole Advisors
Florida
$59.6M -$1.38M 8 4.97% Reduced
1333
German American Bancorp
German American Bancorp
Indiana
$59.6M +$4.16M 4 10.33% Increased
1334
Adero Partners
Adero Partners
California
$59.4M +$1.86M 8 7.51% Increased
1335
Evanson Asset Management
Evanson Asset Management
California
$59.2M +$2.11M 7 6.95% Increased
1336
SCA
Sander Capital Advisors
Washington
$59.1M -$2.28M 3 38.67% Reduced
1337
Point72 Hong Kong
Point72 Hong Kong
Hong Kong
$59M +$18.6M 13 2.06% Increased
1338
CapWealth Advisors
CapWealth Advisors
Tennessee
$59M -$699K 3 7.79% Reduced
1339
Partners Capital Investment Group
Partners Capital Investment Group
Massachusetts
$58.9M +$5.2M 5 3.49% Increased
1340
Berkshire Asset Management
Berkshire Asset Management
Pennsylvania
$58.8M +$165K 6 4.16% Increased
1341
CPH
C Partners Holding
Switzerland
$58.7M $0 2 12.27% Maintained
1342
LVM Capital Management
LVM Capital Management
Michigan
$58.7M +$1.55M 6 8.98% Increased
1343
Oldfield Partners
Oldfield Partners
United Kingdom
$58.6M -$291K 1 11.61% Reduced
1344
Nan Fung Trinity
Nan Fung Trinity
Hong Kong
$58.5M +$7.27M 2 18.85% Increased
1345
TruWealth Advisors
TruWealth Advisors
Louisiana
$58.5M +$7.77M 4 6.19% Increased
1346
Sheaff Brock Investment Advisors
Sheaff Brock Investment Advisors
Indiana
$58.3M -$1.76M 9 6.26% Reduced
1347
First Citizens Bank & Trust
First Citizens Bank & Trust
North Carolina
$58.2M -$11.3M 6 1.91% Reduced
1348
Alan N. Hoffman Investment Management
Alan N. Hoffman Investment Management
Massachusetts
$58.2M +$1.19M 4 39.53% Increased
1349
IGYL
I.G.Y. Ltd
United Kingdom
$58.2M $0 1 39.32% Maintained
1350
Avalon Capital Management
Avalon Capital Management
California
$58M -$1.54M 5 27.8% Reduced