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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
1351
AssetMark Inc
AssetMark Inc
California
$20.7M -$231K 12 0.32% Reduced
1352
GHA
Garcia Hamilton & Associates
Texas
$20.7M -$64.2K 6 12.18% Reduced
1353
Motley Fool Asset Management
Motley Fool Asset Management
Virginia
$20.7M $0 3 4.56% Maintained
1354
Thomasville National Bank
Thomasville National Bank
Georgia
$20.7M -$6.2M 3 12.09% Reduced
1355
Parkwood LLC
Parkwood LLC
Ohio
$20.6M +$5.78M 5 3.06% Increased
1356
RKL Wealth Management
RKL Wealth Management
Pennsylvania
$20.6M +$104K 4 10.4% Increased
1357
Weiss Multi-Strategy Advisers
Weiss Multi-Strategy Advisers
New York
$20.6M +$203K 4 1.27% Increased
1358
CANC
Culbertson A N & Co
Virginia
$20.5M +$175K 5 7.3% Increased
1359
Family Management
Family Management
New York
$20.5M -$65.2K 5 11.59% Reduced
1360
Squarepoint
Squarepoint
New York
$20.5M -$786K 8 1.36% Reduced
1361
Atria Investments
Atria Investments
North Carolina
$20.4M +$4.92M 8 1.87% Increased
1362
Portolan Capital Management
Portolan Capital Management
Massachusetts
$20.3M -$895K 1 2.79% Reduced
1363
WIS
Wright Investors Service
Connecticut
$20.3M +$1.83M 6 8.49% Increased
1364
Aureus Asset Management
Aureus Asset Management
Massachusetts
$20.3M +$546K 5 4.05% Increased
1365
Canandaigua National Bank & Trust
Canandaigua National Bank & Trust
New York
$20.3M +$106K 6 5.85% Increased
1366
Maple Capital Management
Maple Capital Management
Vermont
$20.3M +$490K 4 6.57% Increased
1367
PAM
Pagoda Asset Management
New York
$20.2M +$19.7M 1 7.85% New
1368
Greenleaf Trust
Greenleaf Trust
Michigan
$20M +$3.48M 6 0.53% Increased
1369
BAC
Boys Arnold & Co
North Carolina
$20M -$137K 7 3.41% Reduced
1370
RWA
Ropes Wealth Advisors
Massachusetts
$20M -$81.7K 10 6.76% Reduced
1371
Suncoast Equity Management
Suncoast Equity Management
Florida
$20M +$177K 2 6.02% Increased
1372
Lockheed Martin Investment Management
Lockheed Martin Investment Management
Maryland
$19.9M -$1.81M 6 1.73% Reduced
1373
JAM
JCIC Asset Management
Ontario, Canada
$19.9M -$1.55M 2 6.27% Reduced
1374
Osborn Williams & Donohoe
Osborn Williams & Donohoe
Ohio
$19.9M -$303K 7 3.8% Reduced
1375
Ashmore Group
Ashmore Group
United Kingdom
$19.8M +$2.48M 1 14.31% Increased