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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
Georgetown University
Georgetown University
District of Columbia
$96M +$40.4K 4 38.21% Increased
1702
Cigna Investments
Cigna Investments
Connecticut
$95.9M -$973K 12 13.83% Reduced
1703
Deroy & Devereaux Private Investment Counsel
Deroy & Devereaux Private Investment Counsel
Michigan
$95.3M -$1.17M 4 4.64% Reduced
1704
Fulcrum Capital
Fulcrum Capital
Washington
$95M -$526K 4 19.08% Reduced
1705
KFS
Kurt F. Somerville
$94.9M -$5.22M 6 16.09% Reduced
1706
Mirabaud & Cie
Mirabaud & Cie
Switzerland
$94.9M -$3.27M 4 30.58% Reduced
1707
PTB
Pioneer Trust Bank
Oregon
$94.8M -$3.05M 6 22% Reduced
1708
Accredited Investors
Accredited Investors
Minnesota
$94.6M +$163K 7 5.02% Increased
1709
Adapt Investment Managers
Adapt Investment Managers
Switzerland
$94.2M +$28.2M 2 0.69% Increased
1710
Perseverance Asset Management International
Perseverance Asset Management International
Cayman Islands
$94.1M $0 1 13.79% Maintained
1711
Financiere des Professionnels
Financiere des Professionnels
Quebec, Canada
$94M +$15.6M 8 5.33% Increased
1712
Tufton Capital Management
Tufton Capital Management
Maryland
$94M -$324K 6 16.43% Reduced
1713
Visionary Wealth Advisors
Visionary Wealth Advisors
Illinois
$93.7M +$933K 7 4.22% Increased
1714
Randolph Company
Randolph Company
Ohio
$93.7M +$256K 2 8.98% Increased
1715
P.J. Schmidt Investment Management (PJS)
P.J. Schmidt Investment Management (PJS)
Wisconsin
$93.7M -$1.2M 6 15.24% Reduced
1716
Arcadia Investment Management
Arcadia Investment Management
Michigan
$93.6M -$4.04M 8 15.19% Reduced
1717
Canvas Wealth Advisors
Canvas Wealth Advisors
Kansas
$93.6M +$2.26M 6 15.89% Increased
1718
Cambient Family Office
Cambient Family Office
Michigan
$93.5M +$92.9M 6 13.35% New
1719
Concentric Capital Strategies
Concentric Capital Strategies
Connecticut
$93.5M -$10.1M 8 4.49% Reduced
1720
Hutchinson Capital Management
Hutchinson Capital Management
California
$93.4M -$14.6K 5 16.01% Reduced
1721
Claar Advisors
Claar Advisors
New York
$93.2M -$4.93M 4 27.24% Reduced
1722
CMH Wealth Management
CMH Wealth Management
New Hampshire
$93.1M -$2.22M 4 19.94% Reduced
1723
Certuity
Certuity
Florida
$93M +$2.28M 13 5.86% Increased
1724
Davis Rea
Davis Rea
Ontario, Canada
$93M -$4.36M 5 23.27% Reduced
1725
Bourgeon Capital Management
Bourgeon Capital Management
Connecticut
$92.8M -$9.9M 5 15.01% Reduced