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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
Synergy Asset Management
Synergy Asset Management
Washington
$60.9M -$20.6M 3 14.49% Reduced
1627
Biondo Investment Advisors
Biondo Investment Advisors
Pennsylvania
$60.9M -$282K 3 10.15% Reduced
1628
Nicola Wealth Management
Nicola Wealth Management
British Columbia, Canada
$60.9M +$1.79M 4 5.72% Increased
1629
CANC
Culbertson A N & Co
Virginia
$60.8M -$2.12M 6 11.44% Reduced
1630
KC
Keenan Capital
California
$60.7M -$39.3M 2 7.66% Reduced
1631
Allworth Financial
Allworth Financial
California
$60.7M -$662K 25 0.86% Reduced
1632
Fulcrum Capital
Fulcrum Capital
Washington
$60.6M +$913K 4 13.13% Increased
1633
Mengis Capital Management
Mengis Capital Management
Oregon
$60.5M -$1.26M 7 11.36% Reduced
1634
Greenlea Lane Capital Management
Greenlea Lane Capital Management
Connecticut
$60.3M +$2.94M 2 19.57% Increased
1635
Thompson Investment Management
Thompson Investment Management
Wisconsin
$60.3M -$1.93M 6 8.55% Reduced
1636
Gratus Capital
Gratus Capital
Georgia
$60.1M +$4.52M 6 5.57% Increased
1637
FCP
Fosse Capital Partners
United Kingdom
$60.1M -$3.02M 1 29.34% Reduced
1638
BOK Financial Private Wealth
BOK Financial Private Wealth
Colorado
$60.1M +$4.63M 6 4.14% Increased
1639
Western Wealth Management
Western Wealth Management
Colorado
$60M +$60M 9 5.92% New
1640
Ashton Thomas Private Wealth
Ashton Thomas Private Wealth
Arizona
$59.9M +$22.2M 8 5.82% Increased
1641
Armor Advisors
Armor Advisors
New York
$59.9M -$42.7M 1 11.76% Reduced
1642
Noesis Capital Mangement
Noesis Capital Mangement
Florida
$59.8M -$7.76M 6 12.04% Reduced
1643
CRB
Chad R. Baker
$59.7M $0 4 12.36% Maintained
1644
American National Insurance
American National Insurance
Texas
$59.7M -$375M 7 13.23% Reduced
1645
Grosvenor Holdings
Grosvenor Holdings
Illinois
$59.7M -$18.8M 2 6.17% Reduced
1646
Johnson Financial Group Inc (Wisconsin)
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$59.5M +$779K 11 3.78% Increased
1647
RWA Wealth Partners
RWA Wealth Partners
Massachusetts
$59.5M +$2.34M 7 3.99% Increased
1648
JCIC Asset Management
JCIC Asset Management
Ontario, Canada
$59.5M -$336K 6 17.83% Reduced
1649
Novo Holdings A/S
Novo Holdings A/S
Denmark
$59.5M +$41.7M 1 2.82% Increased
1650
Think Investments
Think Investments
California
$59.5M $0 3 11.31% Maintained