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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
Country Club Bank
Country Club Bank
Missouri
$105M -$4.07M 6 7.31% Reduced
1327
BIC
Beach Investment Counsel
Pennsylvania
$105M -$926K 7 12.92% Reduced
1328
Palisade Capital Management
Palisade Capital Management
New Jersey
$105M +$2.97M 8 2.85% Increased
1329
Smith Group Asset Management
Smith Group Asset Management
Texas
$105M -$96.8M 6 9.29% Reduced
1330
ARK Investment Management
ARK Investment Management
Florida
$105M -$63.4M 6 0.93% Reduced
1331
ICICI Prudential Asset Management
ICICI Prudential Asset Management
India
$104M +$785K 6 12.34% Increased
1332
GHP Investment Advisors
GHP Investment Advisors
Colorado
$104M +$143K 19 5.2% Increased
1333
Girard Partners
Girard Partners
Pennsylvania
$104M -$3.47M 6 9.86% Reduced
1334
Valiant Capital Management
Valiant Capital Management
California
$104M -$23M 2 5.55% Reduced
1335
AMG National Trust Bank
AMG National Trust Bank
Colorado
$104M +$11M 8 2.8% Increased
1336
IFP Advisors
IFP Advisors
Florida
$104M +$17M 27 4.12% Increased
1337
Tamar Securities
Tamar Securities
California
$104M -$6.7M 6 16.83% Reduced
1338
Manitou Investment Management
Manitou Investment Management
Ontario, Canada
$104M -$12M 3 23.21% Reduced
1339
De Burlo Group
De Burlo Group
Massachusetts
$103M +$10.3M 3 13.89% Increased
1340
TenCore Partners
TenCore Partners
New York
$103M -$29.5M 3 39.67% Reduced
1341
Mather Group
Mather Group
Illinois
$103M +$41.9M 24 1.27% Increased
1342
Morningstar Investment Management
Morningstar Investment Management
Illinois
$103M -$7.25M 5 10.74% Reduced
1343
Janney Capital Management
Janney Capital Management
Pennsylvania
$103M -$5.35M 7 7.25% Reduced
1344
Quadrant Capital Group
Quadrant Capital Group
Ohio
$103M +$6.63M 24 7.61% Increased
1345
Gladstone Institutional Advisory
Gladstone Institutional Advisory
Florida
$102M -$366K 10 5.33% Reduced
1346
Summit Financial
Summit Financial
New Jersey
$102M +$30.4M 7 4.67% Increased
1347
Titan Global Capital Management USA
Titan Global Capital Management USA
New York
$102M -$1.16M 4 16.27% Reduced
1348
Valley Wealth Managers
Valley Wealth Managers
New Jersey
$102M -$7.2M 11 8.13% Reduced
1349
Ostrum Asset Management
Ostrum Asset Management
France
$102M +$22.6K 14 8.9% Increased
1350
Stillwater Capital Advisors
Stillwater Capital Advisors
Pennsylvania
$102M +$16.7M 3 14.22% Increased