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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
1676
Unio Capital
Unio Capital
New Jersey
$25.1M +$1.56M 3 15.64% Increased
1677
Intellectus Partners
Intellectus Partners
California
$25.1M +$223K 7 10.85% Increased
1678
BIM
Bridgecreek Investment Management
Oklahoma
$25.1M +$27.9K 4 5.24% Increased
1679
Dakota Wealth Management
Dakota Wealth Management
Florida
$25M -$345K 6 4.78% Reduced
1680
Lincoln Capital
Lincoln Capital
Nebraska
$25M +$126K 4 11.2% Increased
1681
Oakworth Capital
Oakworth Capital
Alabama
$25M +$460K 11 4.76% Increased
1682
Tibra Equities Europe
Tibra Equities Europe
United Kingdom
$25M +$11.2M 2 1.85% Increased
1683
CenturyLink Investment Management
CenturyLink Investment Management
Colorado
$24.9M -$1.9M 6 9.74% Reduced
1684
First Financial Bank - Trust Division
First Financial Bank - Trust Division
Ohio
$24.8M -$1.83M 6 3.78% Reduced
1685
Tompkins Financial
Tompkins Financial
New York
$24.8M +$456K 7 4.99% Increased
1686
Qtron Investments
Qtron Investments
Massachusetts
$24.8M +$5.03M 7 15.4% Increased
1687
Highland Capital Management (Texas)
Highland Capital Management (Texas)
Texas
$24.8M -$7.85M 6 1.45% Reduced
1688
Hudson Way Capital Management
Hudson Way Capital Management
Texas
$24.8M -$5.98M 2 12.04% Reduced
1689
SC
Saybrook Capital
North Carolina
$24.7M +$120K 2 10.41% Increased
1690
SlateStone Wealth
SlateStone Wealth
Florida
$24.6M +$342K 7 6.93% Increased
1691
KWMG
King Wealth Management Group
Florida
$24.6M -$2.57M 7 7.34% Reduced
1692
NorthCoast Asset Management
NorthCoast Asset Management
Connecticut
$24.5M -$27.4M 9 1.58% Reduced
1693
GHP Investment Advisors
GHP Investment Advisors
Colorado
$24.5M +$305K 8 2.98% Increased
1694
CIBC Bank USA
CIBC Bank USA
Illinois
$24.5M +$1.41M 8 3.42% Increased
1695
Boys Arnold & Co
Boys Arnold & Co
North Carolina
$24.4M -$396K 6 3.55% Reduced
1696
Leavell Investment Management
Leavell Investment Management
Alabama
$24.4M -$216K 7 2.57% Reduced
1697
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$24.4M $0 3 0.31% Maintained
1698
Belpointe Asset Management
Belpointe Asset Management
Nevada
$24.4M +$240K 9 4.8% Increased
1699
Marietta Investment Partners
Marietta Investment Partners
Wisconsin
$24.4M -$806K 7 8.02% Reduced
1700
Alley Company
Alley Company
Illinois
$24.4M -$710K 4 6.9% Reduced