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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
1726
Holderness Investments Company
Holderness Investments Company
North Carolina
$27.1M +$3.92M 7 15.33% Increased
1727
Lincoln Capital
Lincoln Capital
Nebraska
$27.1M +$317K 4 13.67% Increased
1728
City Holding Co
City Holding Co
West Virginia
$27.1M +$781K 9 8.18% Increased
1729
Rossmore Private Capital
Rossmore Private Capital
Connecticut
$27.1M +$9.08M 7 9.36% Increased
1730
V Wealth Advisors
V Wealth Advisors
Kansas
$27.1M +$11.4M 7 8.47% Increased
1731
Edge Capital Group
Edge Capital Group
Georgia
$27M +$6.88M 7 3.23% Increased
1732
Oakworth Capital
Oakworth Capital
Alabama
$27M +$559K 9 6.35% Increased
1733
Sargent Bickham Lagudis
Sargent Bickham Lagudis
Colorado
$27M +$4.93M 11 3.47% Increased
1734
Strategic Global Advisors
Strategic Global Advisors
California
$27M -$1.32M 7 6.94% Reduced
1735
Minneapolis Portfolio Management Group
Minneapolis Portfolio Management Group
Minnesota
$27M +$301K 1 4.57% Increased
1736
First Financial Bank - Trust Division
First Financial Bank - Trust Division
Ohio
$26.9M -$227K 6 4.7% Reduced
1737
J. Goldman & Co
J. Goldman & Co
New York
$26.9M -$13.4M 4 3.25% Reduced
1738
Homrich & Berg
Homrich & Berg
Georgia
$26.9M +$760K 7 1.52% Increased
1739
Canal Insurance Company
Canal Insurance Company
South Carolina
$26.9M $0 2 10.37% Maintained
1740
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$26.8M $0 3 0.4% Maintained
1741
Tidal Investments
Tidal Investments
Wisconsin
$26.8M +$2.47M 9 7.96% Increased
1742
SlateStone Wealth
SlateStone Wealth
Florida
$26.8M -$518K 5 7.63% Reduced
1743
Hills Bank & Trust
Hills Bank & Trust
Iowa
$26.8M +$1.69M 6 7.89% Increased
1744
Smithfield Trust
Smithfield Trust
Pennsylvania
$26.7M -$957K 13 2.8% Reduced
1745
Verus Capital Partners
Verus Capital Partners
Arizona
$26.7M +$14.8M 15 8.38% Increased
1746
Tompkins Financial
Tompkins Financial
New York
$26.6M -$812K 7 6.14% Reduced
1747
Bingham Osborn & Scarborough
Bingham Osborn & Scarborough
California
$26.6M +$2.89M 7 2.62% Increased
1748
Whitener Capital Management
Whitener Capital Management
North Carolina
$26.5M +$1.03M 7 17.16% Increased
1749
North Peak Capital Management
North Peak Capital Management
New York
$26.5M -$9.26M 1 12.76% Reduced
1750
Spyglass Capital Management
Spyglass Capital Management
California
$26.5M +$13.2M 1 2.99% Increased