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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
1651
Auxier Asset Management
Auxier Asset Management
Oregon
$59M -$765K 7 9.54% Reduced
1652
Mengis Capital Management
Mengis Capital Management
Oregon
$58.9M -$206K 6 11.05% Reduced
1653
PTB
Pioneer Trust Bank
Oregon
$58.8M +$1.46M 6 17.52% Increased
1654
Pinnbrook Capital Management
Pinnbrook Capital Management
New York
$58.7M +$43M 2 6.61% Increased
1655
City Holding Co
City Holding Co
West Virginia
$58.6M -$1.77M 11 9.44% Reduced
1656
Twin Tree Management
Twin Tree Management
Texas
$58.6M -$71.5M 6 0.11% Reduced
1657
WoodTrust Financial
WoodTrust Financial
Wisconsin
$58.6M -$961K 7 10% Reduced
1658
Princeton Capital Management
Princeton Capital Management
New Jersey
$58.4M -$1.44M 5 23.54% Reduced
1659
Telos Capital Management
Telos Capital Management
California
$58.3M +$1.21M 6 7.11% Increased
1660
Farmers Trust Company
Farmers Trust Company
Ohio
$58.3M -$1.29M 8 12.16% Reduced
1661
Bogart Wealth LLC
Bogart Wealth LLC
Virginia
$58.3M -$2.13M 17 3.29% Reduced
1662
Scout Investments
Scout Investments
Missouri
$58.2M -$26.6M 2 1.45% Reduced
1663
Belpointe Asset Management
Belpointe Asset Management
Nevada
$58.2M +$6.85M 9 5.11% Increased
1664
Sendero Wealth Management
Sendero Wealth Management
Texas
$58.2M -$1.65M 5 10.96% Reduced
1665
AC
AMS Capital
Brazil
$58.1M +$8.32M 4 21.71% Increased
1666
River Wealth Advisors
River Wealth Advisors
Pennsylvania
$58.1M -$484K 5 9.27% Reduced
1667
LaFleur & Godfrey
LaFleur & Godfrey
Michigan
$58M +$2.94M 6 8.65% Increased
1668
EdenTree Asset Management
EdenTree Asset Management
United Kingdom
$58M +$2.38M 3 17.95% Increased
1669
Makena Capital Management
Makena Capital Management
California
$58M -$27.5M 3 13.13% Reduced
1670
Wallington Asset Management
Wallington Asset Management
Indiana
$57.9M +$315K 3 9.76% Increased
1671
Stansberry Asset Management
Stansberry Asset Management
Texas
$57.8M -$4.23M 5 9.61% Reduced
1672
Strategic Wealth Partners
Strategic Wealth Partners
Ohio
$57.8M +$6.39M 7 7.12% Increased
1673
Untitled Investments
Untitled Investments
New York
$57.8M -$5.43M 3 19.85% Reduced
1674
Freshford Capital Management
Freshford Capital Management
New York
$57.7M -$7.24M 1 9.38% Reduced
1675
Cozad Asset Management
Cozad Asset Management
Illinois
$57.7M -$149K 7 6.65% Reduced