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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
1426
Hudson Valley Investment Advisors
Hudson Valley Investment Advisors
New York
$58.1M +$21.8K 6 8.12% Increased
1427
Bar Harbor Wealth Management
Bar Harbor Wealth Management
New Hampshire
$57.8M -$2.48M 8 4.61% Reduced
1428
PFG Advisors
PFG Advisors
Arizona
$57.8M +$708K 7 4.84% Increased
1429
Pacific Global Investment Management
Pacific Global Investment Management
California
$57.8M -$2.48M 6 12.61% Reduced
1430
Atlantic Union Bankshares
Atlantic Union Bankshares
Virginia
$57.7M -$7.29M 7 6% Reduced
1431
WDA
Wendell David Associates
New Hampshire
$57.5M -$196K 7 6.81% Reduced
1432
Ramsay Stattman Vela & Price
Ramsay Stattman Vela & Price
Colorado
$57.4M -$567K 4 12.38% Reduced
1433
Mechanics Bank - Trust Department
Mechanics Bank - Trust Department
California
$57.3M -$3.01M 5 9.65% Reduced
1434
Flagship Harbor Advisors
Flagship Harbor Advisors
Massachusetts
$57.3M +$8.3M 9 5.4% Increased
1435
Auxano Advisors
Auxano Advisors
Washington
$57.3M -$991K 6 22.91% Reduced
1436
Marex Group
Marex Group
$57.2M +$7.28M 9 7.58% Increased
1437
J. Goldman & Co
J. Goldman & Co
New York
$57.2M +$37.9M 5 2.31% Increased
1438
Blue Whale Capital
Blue Whale Capital
United Kingdom
$57.2M -$9.9M 1 9.45% Reduced
1439
Foster & Motley
Foster & Motley
Ohio
$57M -$673K 7 4.64% Reduced
1440
Kiltearn Partners
Kiltearn Partners
United Kingdom
$57M +$17.1M 1 4.11% Increased
1441
ICICI Prudential Asset Management
ICICI Prudential Asset Management
India
$56.9M +$1.06M 4 8.51% Increased
1442
TrinityPoint Wealth
TrinityPoint Wealth
Connecticut
$56.8M +$3.25M 7 12.16% Increased
1443
Western Wealth Management
Western Wealth Management
Colorado
$56.8M +$2.81M 10 5.28% Increased
1444
Hendershot Investments
Hendershot Investments
Virginia
$56.7M +$409K 5 9.54% Increased
1445
Greenwood Capital Associates
Greenwood Capital Associates
South Carolina
$56.7M +$2.85M 6 8.14% Increased
1446
CIA
Covington Investment Advisors
Pennsylvania
$56.6M -$1.2M 3 12.45% Reduced
1447
Keystone Investors
Keystone Investors
Singapore
$56.6M +$36.5M 3 11.33% Increased
1448
Tamar Securities
Tamar Securities
California
$56.6M +$2.77M 4 16.25% Increased
1449
Albar Capital
Albar Capital
United Kingdom
$56M +$49.8M 3 10.53% New
1450
Royce & Associates
Royce & Associates
New York
$56M -$7.52M 4 0.56% Reduced