← All themes

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
Edge Wealth Management
Edge Wealth Management
New York
$40.4M -$3.49M 3 9.39% Reduced
1602
First Western Trust Bank
First Western Trust Bank
Colorado
$40.3M +$950K 6 2.31% Increased
1603
Invictus Private Wealth
Invictus Private Wealth
Colorado
$40.3M +$42M 7 5.19% New
1604
Mengis Capital Management
Mengis Capital Management
Oregon
$40.3M +$486K 6 8.78% Increased
1605
First Nebraska Trust
First Nebraska Trust
Nebraska
$40.2M +$130K 7 5.24% Increased
1606
Dynamo Internacional Gestao de Recursos
Dynamo Internacional Gestao de Recursos
Brazil
$40.1M +$17.5M 1 5.41% Increased
1607
Vision Capital Management
Vision Capital Management
Oregon
$40.1M +$618K 3 7.67% Increased
1608
Soltis Investment Advisors
Soltis Investment Advisors
Utah
$40M +$4.44M 7 5.27% Increased
1609
Private Trust Company
Private Trust Company
Ohio
$40M -$961K 20 5.94% Reduced
1610
CreativeOne Wealth
CreativeOne Wealth
Kansas
$39.9M -$203K 10 2.2% Reduced
1611
Bellevue Asset Management
Bellevue Asset Management
Washington
$39.9M +$3.42M 10 30.85% Increased
1612
HP
Hound Partners
New York
$39.8M -$25.9M 1 11.78% Reduced
1613
Arrow Financial
Arrow Financial
New York
$39.8M -$1.13M 9 5.4% Reduced
1614
Valicenti Advisory Services
Valicenti Advisory Services
New York
$39.6M -$4.38M 6 14.43% Reduced
1615
Godsey & Gibb Inc
Godsey & Gibb Inc
Virginia
$39.6M +$38.8M 5 7.51% New
1616
Lake Street Advisors Group
Lake Street Advisors Group
New Hampshire
$39.6M -$1.16M 6 2.61% Reduced
1617
Chicago Partners Investment Group
Chicago Partners Investment Group
Illinois
$39.4M -$4.42M 9 2.42% Reduced
1618
Ashburton (Jersey)
Ashburton (Jersey)
Jersey
$39.4M -$1.76M 5 22.11% Reduced
1619
WealthPLAN Partners
WealthPLAN Partners
Nebraska
$39.3M +$37.9M 6 2.75% New
1620
Granahan Investment Management
Granahan Investment Management
Massachusetts
$39.3M +$3.7M 3 1.2% Increased
1621
Legacy Private Trust
Legacy Private Trust
Wisconsin
$39.2M +$1.31M 5 3.55% Increased
1622
John G. Ullman & Associates
John G. Ullman & Associates
New York
$39.2M +$3.33M 8 6.25% Increased
1623
DA
Dash Acquisitions
California
$39.2M -$501K 5 20.61% Reduced
1624
Rice Partnership
Rice Partnership
Hawaii
$39.1M +$600K 5 12.35% Increased
1625
Auxier Asset Management
Auxier Asset Management
Oregon
$39.1M -$144K 7 6.75% Reduced