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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
1626
Barometer Capital Management
Barometer Capital Management
Ontario, Canada
$37.2M +$11.7M 6 6.96% Increased
1627
Buckingham Capital Management (Ohio)
Buckingham Capital Management (Ohio)
Ohio
$37.2M -$1.14M 5 8.11% Reduced
1628
Spearhead Capital Advisors
Spearhead Capital Advisors
Florida
$37.1M +$259K 7 7.92% Increased
1629
Bell Asset Management
Bell Asset Management
Australia
$37M +$2.07M 3 10.04% Increased
1630
Supplemental Annuity Collective Trust (SACT) of New Jersey
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$36.9M $0 6 16.79% Maintained
1631
Wright Investors Service
Wright Investors Service
Connecticut
$36.9M -$7.38M 5 14.17% Reduced
1632
Crystal Rock Capital Management
Crystal Rock Capital Management
Illinois
$36.9M -$835K 5 25.48% Reduced
1633
Cape Cod Five Cents Savings Bank
Cape Cod Five Cents Savings Bank
Massachusetts
$36.9M -$2.93M 6 5.04% Reduced
1634
Smithfield Trust
Smithfield Trust
Pennsylvania
$36.9M +$3.1M 14 3.32% Increased
1635
CIA
CSat Investment Advisory
Michigan
$36.8M -$3.25M 18 4.46% Reduced
1636
Nicholas Hoffman & Company
Nicholas Hoffman & Company
Georgia
$36.8M +$800K 7 10.6% Increased
1637
Security National Trust
Security National Trust
West Virginia
$36.7M +$126K 8 10.99% Increased
1638
City Holding Co
City Holding Co
West Virginia
$36.6M +$2.12M 9 9.08% Increased
1639
NKCFO LLC
NKCFO LLC
Illinois
$36.6M $0 5 24.72% Maintained
1640
Telos Capital Management
Telos Capital Management
California
$36.6M +$114K 7 7.08% Increased
1641
Quadrant Capital Group
Quadrant Capital Group
Ohio
$36.4M -$12.4M 21 8.06% Reduced
1642
Hikari Tsushin Inc
Hikari Tsushin Inc
Japan
$36.4M +$1.5M 1 7.02% Increased
1643
Brookfield Corp
Brookfield Corp
Ontario, Canada
$36.3M +$32.5M 4 0.21% New
1644
Naman Capital
Naman Capital
Brazil
$36.3M +$13.4M 3 29.57% Increased
1645
SC
Saybrook Capital
North Carolina
$36.2M -$192K 4 14.56% Reduced
1646
Lathrop Investment Management
Lathrop Investment Management
Arkansas
$36.1M +$344K 4 10.8% Increased
1647
TCV Trust & Wealth Management
TCV Trust & Wealth Management
Virginia
$36M -$1.73M 6 5.1% Reduced
1648
WealthPLAN Partners
WealthPLAN Partners
Nebraska
$35.9M +$2.08M 6 3.72% Increased
1649
Tompkins Financial
Tompkins Financial
New York
$35.9M +$1.66M 7 7.53% Increased
1650
Capital Impact Advisors
Capital Impact Advisors
Massachusetts
$35.8M +$573K 6 11.97% Increased