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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
Cheviot Value Management
Cheviot Value Management
California
$50.8M -$960K 5 13.03% Reduced
1677
M.D. Sass LLC
M.D. Sass LLC
New York
$50.7M -$7.17M 4 8.63% Reduced
1678
Chicago Partners Investment Group
Chicago Partners Investment Group
Illinois
$50.7M +$1.48M 9 3.56% Increased
1679
Quadrant Capital Group
Quadrant Capital Group
Ohio
$50.7M +$2.39M 25 7.07% Increased
1680
Pine Ridge Advisers
Pine Ridge Advisers
New York
$50.7M $0 3 14.27% Maintained
1681
Foster & Motley
Foster & Motley
Ohio
$50.6M +$198K 7 4.22% Increased
1682
CRA Financial Services
CRA Financial Services
New Jersey
$50.6M +$1.1M 7 17.11% Increased
1683
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors
California
$50.5M +$93.3K 4 2.47% Increased
1684
Clarkston Capital Partners
Clarkston Capital Partners
Michigan
$50.5M -$352K 8 0.91% Reduced
1685
Stonebridge Capital Management
Stonebridge Capital Management
California
$50.5M -$594K 6 18.52% Reduced
1686
Arcadia Investment Management
Arcadia Investment Management
Michigan
$50.4M -$140K 8 9.32% Reduced
1687
BOK Financial Private Wealth
BOK Financial Private Wealth
Colorado
$50.4M +$3.3M 6 4.02% Increased
1688
Artemis Wealth Advisors
Artemis Wealth Advisors
New York
$50.3M $0 4 7.01% Maintained
1689
HLC
Hunt Lane Capital
New York
$50.2M +$5.67M 2 15.14% Increased
1690
Exchange Capital Management
Exchange Capital Management
Michigan
$50.1M -$536K 5 9.71% Reduced
1691
Ivy Lane Capital Management
Ivy Lane Capital Management
Florida
$50.1M $0 2 34.98% Maintained
1692
Renaissance Investment Group
Renaissance Investment Group
Massachusetts
$50.1M -$1000K 5 12.77% Reduced
1693
Dillon & Associates
Dillon & Associates
Michigan
$50M +$576K 4 9.59% Increased
1694
Supplemental Annuity Collective Trust (SACT) of New Jersey
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$50M -$414K 6 16.43% Reduced
1695
Security National Trust
Security National Trust
West Virginia
$50M $0 10 11.59% Maintained
1696
FFH
Fairfax Financial Holdings
Ontario, Canada
$50M +$6.51M 2 1.63% Increased
1697
River Wealth Advisors
River Wealth Advisors
Pennsylvania
$49.8M +$791K 6 8.54% Increased
1698
CT
Chicago Trust
Illinois
$49.7M +$5.52M 11 10.92% Increased
1699
Engine No 1 LLC
Engine No 1 LLC
California
$49.7M +$12.7M 8 12.78% Increased
1700
Buckley Wealth Management
Buckley Wealth Management
Nevada
$49.7M +$14.5K 5 16.07% Increased