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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
1601
Oakworth Capital
Oakworth Capital
Alabama
$57.6M +$523K 9 5.74% Increased
1602
Courier Capital
Courier Capital
New York
$57.5M -$1.1M 6 5.47% Reduced
1603
Monetary Management Group
Monetary Management Group
Missouri
$57.5M -$8.17K 8 17.31% Reduced
1604
Novo Holdings A/S
Novo Holdings A/S
Denmark
$57.3M $0 1 2.54% Maintained
1605
NBT Bank
NBT Bank
New York
$57.2M -$1.21M 6 7.86% Reduced
1606
Gladstone Institutional Advisory
Gladstone Institutional Advisory
Florida
$57M +$14.1M 12 6.78% Increased
1607
Timber Creek Capital Management
Timber Creek Capital Management
Massachusetts
$57M +$8.13M 7 18.5% Increased
1608
Intersect Capital
Intersect Capital
California
$56.9M +$2.47M 9 10.05% Increased
1609
Governors Lane
Governors Lane
New York
$56.8M -$5.7M 2 4.04% Reduced
1610
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ)
Florida
$56.7M -$12M 3 1.43% Reduced
1611
Western Wealth Management
Western Wealth Management
Colorado
$56.4M +$5.12M 9 5.8% Increased
1612
Baker Tilly Wealth Management
Baker Tilly Wealth Management
Wisconsin
$56.4M +$4.94M 10 9.09% Increased
1613
Mitchell Capital Management
Mitchell Capital Management
Kansas
$56.4M -$755K 5 12.37% Reduced
1614
Mount Yale Investment Advisors
Mount Yale Investment Advisors
Colorado
$56.3M -$236K 10 6.82% Reduced
1615
Vision Capital Management
Vision Capital Management
Oregon
$56.3M +$235K 4 9.3% Increased
1616
Vantage Wealth
Vantage Wealth
California
$56.2M +$5.37K 4 13.76% Increased
1617
V Wealth Advisors
V Wealth Advisors
Kansas
$56.2M +$3.19M 11 8.94% Increased
1618
CDAM (UK)
CDAM (UK)
United Kingdom
$56M -$63.1K 1 7.23% Reduced
1619
American National Bank & Trust
American National Bank & Trust
Texas
$55.9M +$2.83M 7 11.97% Increased
1620
CMH Wealth Management
CMH Wealth Management
New Hampshire
$55.9M +$2.56M 3 18.66% Increased
1621
Dubuque Bank & Trust
Dubuque Bank & Trust
Iowa
$55.8M -$3.68M 8 6.2% Reduced
1622
North Star Investment Management
North Star Investment Management
Illinois
$55.8M -$394K 16 4.43% Reduced
1623
Anchor Investment Management
Anchor Investment Management
South Carolina
$55.8M +$2.26M 14 7.72% Increased
1624
Icon Wealth Partners
Icon Wealth Partners
Texas
$55.8M +$3.23M 7 5.98% Increased
1625
Capco Asset Management
Capco Asset Management
Florida
$55.7M -$1.52M 2 16.33% Reduced