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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
De Burlo Group
De Burlo Group
Massachusetts
$87.5M +$14.3M 4 12.92% Increased
1427
Bath Savings Trust
Bath Savings Trust
Maine
$87.5M -$1.33M 6 9.05% Reduced
1428
CX Institutional
CX Institutional
Indiana
$87.4M +$8.61M 17 3.3% Increased
1429
Summit Trail Advisors
Summit Trail Advisors
New York
$87.2M +$12.5M 10 2.88% Increased
1430
Spinnaker Trust
Spinnaker Trust
Maine
$87.1M -$1.4M 7 5.69% Reduced
1431
AMG National Trust Bank
AMG National Trust Bank
Colorado
$87.1M +$1.73M 7 2.43% Increased
1432
Southeast Asset Advisors
Southeast Asset Advisors
Georgia
$86.8M -$4.73M 6 10.65% Reduced
1433
MWA
Miller Wealth Advisors
Colorado
$86.7M +$259K 4 48.13% Increased
1434
1ST Source Bank
1ST Source Bank
Indiana
$86.5M -$1.51M 7 5.1% Reduced
1435
Alan N. Hoffman Investment Management
Alan N. Hoffman Investment Management
Massachusetts
$86.4M -$1.77M 4 44.56% Reduced
1436
Simon Quick Advisors
Simon Quick Advisors
New Jersey
$86.4M +$17.6M 9 4.91% Increased
1437
PKO Investment Management Joint-Stock
PKO Investment Management Joint-Stock
Poland
$86.2M +$44.9M 3 9.78% Increased
1438
Denali Advisors
Denali Advisors
California
$85.9M -$988K 6 9.78% Reduced
1439
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$85.9M +$19.7M 10 0.33% Increased
1440
Makena Capital Management
Makena Capital Management
California
$85.9M +$35.6M 3 8.87% Increased
1441
Barlow Wealth Partners
Barlow Wealth Partners
Kentucky
$85.8M +$1.42M 5 11.27% Increased
1442
Kora Management
Kora Management
New York
$85.5M +$1.04M 2 11.18% Increased
1443
Leavell Investment Management
Leavell Investment Management
Alabama
$85.3M +$3.95M 7 4.22% Increased
1444
Capital Analysts LLC
Capital Analysts LLC
Pennsylvania
$85.2M +$3.96M 14 3.18% Increased
1445
Powszechne Towarzystwo Emerytalne Allianz Polska
Powszechne Towarzystwo Emerytalne Allianz Polska
Poland
$85.2M +$74.7M 2 38.38% Increased
1446
Godsey & Gibb Inc
Godsey & Gibb Inc
Virginia
$85.2M -$291K 7 8.37% Reduced
1447
Bar Harbor Wealth Management
Bar Harbor Wealth Management
New Hampshire
$85M -$2.3M 7 5.63% Reduced
1448
MIG Capital
MIG Capital
California
$85M -$178K 4 10.57% Reduced
1449
Connors Investor Services
Connors Investor Services
Pennsylvania
$84.8M -$5.95M 6 8.42% Reduced
1450
Onex Canada Asset Management
Onex Canada Asset Management
Ontario, Canada
$84.7M -$2.62M 4 10.91% Reduced