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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
Cape Cod Five Cents Savings Bank
Cape Cod Five Cents Savings Bank
Massachusetts
$42.5M -$1.57M 6 4.63% Reduced
1727
Sargent Bickham Lagudis
Sargent Bickham Lagudis
Colorado
$42.5M +$276K 14 3.74% Increased
1728
Exchange Capital Management
Exchange Capital Management
Michigan
$42.4M +$1.46M 5 8.79% Increased
1729
Laurel Wealth Advisors (California)
Laurel Wealth Advisors (California)
California
$42.4M -$1.47M 8 6.42% Reduced
1730
Arbor Wealth Management (Florida)
Arbor Wealth Management (Florida)
Florida
$42.3M +$11.7M 3 12.49% Increased
1731
Teewinot Capital Advisers
Teewinot Capital Advisers
New York
$42.3M $0 4 11.16% Maintained
1732
RNC Capital Management
RNC Capital Management
California
$42.2M -$3.59M 6 2.39% Reduced
1733
Timber Creek Capital Management
Timber Creek Capital Management
Massachusetts
$42.2M -$2.19M 7 16.21% Reduced
1734
Auxier Asset Management
Auxier Asset Management
Oregon
$42.1M +$1.47M 7 7.24% Increased
1735
Exchange Traded Concepts
Exchange Traded Concepts
Oklahoma
$42.1M -$3.58M 20 1.57% Reduced
1736
Bremer Bank National Association
Bremer Bank National Association
Minnesota
$42.1M -$282K 7 9.61% Reduced
1737
FCP
Fosse Capital Partners
United Kingdom
$42.1M -$8.19M 1 21.91% Reduced
1738
MSD Partners
MSD Partners
New York
$42M +$35.7M 2 1.59% Increased
1739
Guardian Capital Advisors (Canada)
Guardian Capital Advisors (Canada)
Ontario, Canada
$42M +$1.12M 6 4.8% Increased
1740
First Midwest Bank Trust Division
First Midwest Bank Trust Division
Illinois
$41.9M -$1.69M 7 5.77% Reduced
1741
Fulcrum Capital
Fulcrum Capital
Washington
$41.8M -$6.2M 4 12% Reduced
1742
PP
Professional Planning
California
$41.8M -$6.36M 7 20.43% Reduced
1743
HI
Handelsinvest Investeringsforvaltning
Denmark
$41.8M +$18.3M 5 5.09% Increased
1744
RWA Wealth Partners
RWA Wealth Partners
Massachusetts
$41.8M +$2.37M 7 3.37% Increased
1745
Hendershot Investments
Hendershot Investments
Virginia
$41.7M +$2.96M 6 9.66% Increased
1746
Quadrant Capital Group
Quadrant Capital Group
Ohio
$41.7M +$3.87M 24 6.76% Increased
1747
Nicola Wealth Management
Nicola Wealth Management
British Columbia, Canada
$41.7M -$4.32M 4 4.66% Reduced
1748
MGO One Seven
MGO One Seven
Ohio
$41.6M +$2.72M 11 7.15% Increased
1749
TruWealth Advisors
TruWealth Advisors
Louisiana
$41.6M +$1.86M 6 5.65% Increased
1750
Fosun International
Fosun International
China
$41.6M -$918K 8 3.27% Reduced