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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
1701
Citizens Business Bank
Citizens Business Bank
California
$34.4M -$1.06M 7 6.07% Reduced
1702
First Financial Bank - Trust Division
First Financial Bank - Trust Division
Ohio
$34.4M +$63.4K 6 5.05% Increased
1703
Oakworth Capital
Oakworth Capital
Alabama
$34.4M +$393K 9 6.18% Increased
1704
Advisory Research
Advisory Research
Illinois
$34.3M -$25.1M 3 3.06% Reduced
1705
Altium Wealth Management
Altium Wealth Management
New York
$34.3M +$710K 6 3.85% Increased
1706
CRA Financial Services
CRA Financial Services
New Jersey
$34.3M +$371K 6 18.12% Increased
1707
Anchor Investment Management
Anchor Investment Management
South Carolina
$34.3M -$50.8K 11 7.67% Reduced
1708
YorkBridge Wealth Partners
YorkBridge Wealth Partners
New York
$34.2M +$7.14M 9 15.65% Increased
1709
BOK Financial Private Wealth
BOK Financial Private Wealth
Colorado
$34.2M -$7.09M 6 3.58% Reduced
1710
Cypress Asset Management
Cypress Asset Management
Texas
$34.2M -$130K 5 11.38% Reduced
1711
AIA Group
AIA Group
Hong Kong
$34.1M $0 1 41.86% Maintained
1712
Family Management
Family Management
New York
$34.1M -$965K 6 13.89% Reduced
1713
PFM Health Sciences
PFM Health Sciences
California
$34.1M -$13.6M 2 1.77% Reduced
1714
Growth Interface Management
Growth Interface Management
Florida
$34.1M $0 1 8.22% Maintained
1715
SRAM
Spouting Rock Asset Management
Pennsylvania
$34.1M -$14.6K 5 16.2% Reduced
1716
CFM Wealth Partners
CFM Wealth Partners
Texas
$34.1M -$182K 9 12.94% Reduced
1717
Van Lanschot Kempen Investment Management
Van Lanschot Kempen Investment Management
Netherlands
$34M -$6.99M 6 2.48% Reduced
1718
ArrowMark Colorado Holdings
ArrowMark Colorado Holdings
Colorado
$34M +$10.9M 4 0.35% Increased
1719
J.W. Cole Advisors
J.W. Cole Advisors
Florida
$34M +$30.1M 6 5.11% Increased
1720
Steginsky Capital
Steginsky Capital
New York
$34M +$29.7K 2 21.27% Increased
1721
Clarkston Capital Partners
Clarkston Capital Partners
Michigan
$33.9M -$5.3M 6 0.96% Reduced
1722
Next Financial Group
Next Financial Group
Texas
$33.9M +$2.17M 9 3.96% Increased
1723
Connors Investor Services
Connors Investor Services
Pennsylvania
$33.9M -$9.16M 3 5.02% Reduced
1724
True North Advisors
True North Advisors
Texas
$33.8M +$5.06M 4 8.12% Increased
1725
CIA
Covington Investment Advisors
Pennsylvania
$33.7M +$7.4M 3 10.37% Increased