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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
1451
Anderson Hoagland & Co
Anderson Hoagland & Co
Missouri
$98.9M -$2.62M 5 10.18% Reduced
1452
SlateStone Wealth
SlateStone Wealth
Florida
$98.5M -$4.97M 7 9.66% Reduced
1453
Corda Investment Management
Corda Investment Management
Texas
$98.5M +$144K 5 7.87% Increased
1454
GCQ Funds Management
GCQ Funds Management
Australia
$98.4M +$91.3M 2 34.53% New
1455
Eagle Ridge Investment Management
Eagle Ridge Investment Management
Connecticut
$98.1M -$894K 5 8.56% Reduced
1456
Hendershot Investments
Hendershot Investments
Virginia
$97.6M -$2.81M 5 13.3% Reduced
1457
Bordeaux Wealth Advisors
Bordeaux Wealth Advisors
California
$97.6M +$426K 7 15.68% Increased
1458
Cadence Bank
Cadence Bank
Mississippi
$97.4M +$2.71M 6 6.6% Increased
1459
Barlow Wealth Partners
Barlow Wealth Partners
Kentucky
$97.3M +$1.83M 5 12.31% Increased
1460
J. Goldman & Co
J. Goldman & Co
New York
$97.2M -$1.62M 8 2.53% Reduced
1461
Evelyn Partners Investment Management Services
Evelyn Partners Investment Management Services
$97.1M +$93.4M 9 16.94% New
1462
Kovack Advisors
Kovack Advisors
Florida
$97.1M +$5.73M 11 9.53% Increased
1463
Lake Street Advisors Group
Lake Street Advisors Group
New Hampshire
$96.9M +$4.88M 9 4.47% Increased
1464
Bain Capital Public Equity Management II
Bain Capital Public Equity Management II
Massachusetts
$96.9M -$32.5M 1 4.39% Reduced
1465
Waldron Private Wealth
Waldron Private Wealth
Pennsylvania
$96.8M +$549K 6 3.9% Increased
1466
CPH
C Partners Holding
Switzerland
$96.5M +$43.5M 2 24.07% Increased
1467
Auxano Advisors
Auxano Advisors
Washington
$96.2M +$2.94M 6 24.24% Increased
1468
AMG National Trust Bank
AMG National Trust Bank
Colorado
$96.2M -$795K 7 2.64% Reduced
1469
Bar Harbor Wealth Management
Bar Harbor Wealth Management
New Hampshire
$96.1M -$106K 7 6.29% Reduced
1470
Trinity Street Asset Management
Trinity Street Asset Management
United Kingdom
$95.8M -$1.35M 3 9.41% Reduced
1471
J.P. Marvel Investment Advisors
J.P. Marvel Investment Advisors
Massachusetts
$95.8M -$1.12M 6 15.81% Reduced
1472
Atmos Capital Gestao de Recursos
Atmos Capital Gestao de Recursos
Brazil
$95.6M -$13.4M 2 20.73% Reduced
1473
North Star Investment Management
North Star Investment Management
Illinois
$95.5M +$322K 16 6.65% Increased
1474
BIC
Beach Investment Counsel
Pennsylvania
$95.4M -$11.7M 6 12.89% Reduced
1475
Absolute Gestao de Investimentos
Absolute Gestao de Investimentos
Brazil
$95.3M +$28.3M 4 40.32% Increased