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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
Renaissance Investment Group
Renaissance Investment Group
Massachusetts
$49.5M +$88.5K 5 12.67% Increased
1727
TruWealth Advisors
TruWealth Advisors
Louisiana
$49.5M +$1.38M 6 5.8% Increased
1728
Community Bank
Community Bank
New York
$49.4M -$383K 6 5.83% Reduced
1729
Centaurus Financial
Centaurus Financial
California
$49.3M +$8.66M 15 4.15% Increased
1730
Trinity Street Asset Management
Trinity Street Asset Management
United Kingdom
$49.3M -$8.6M 3 6.81% Reduced
1731
Proficio Capital Partners
Proficio Capital Partners
Massachusetts
$49.3M +$6.63M 9 6.01% Increased
1732
Kercheville Advisors
Kercheville Advisors
Texas
$49.3M -$2.61M 6 22.82% Reduced
1733
Pragma Gestao de Patrimonio
Pragma Gestao de Patrimonio
Brazil
$49.2M +$79.2M 3 20.98% Increased
1734
Clarkston Capital Partners
Clarkston Capital Partners
Michigan
$49.1M +$1.49M 8 0.88% Increased
1735
Exchange Capital Management
Exchange Capital Management
Michigan
$49.1M +$342K 5 9.41% Increased
1736
AXS Investments
AXS Investments
New York
$48.9M +$5.31M 7 14.9% Increased
1737
CL
CIM LLC
New York
$48.9M -$416K 4 7.96% Reduced
1738
Pine Ridge Advisers
Pine Ridge Advisers
New York
$48.9M -$1.54M 3 16.44% Reduced
1739
MIM
Marco Investment Management
Georgia
$48.8M +$2.03M 7 5.67% Increased
1740
Newport Trust Company
Newport Trust Company
District of Columbia
$48.8M -$2.25M 2 0.12% Reduced
1741
Arcadia Investment Management
Arcadia Investment Management
Michigan
$48.7M -$404K 7 9.16% Reduced
1742
J. Goldman & Co
J. Goldman & Co
New York
$48.7M -$49.1M 4 1.89% Reduced
1743
Stonebridge Capital Management
Stonebridge Capital Management
California
$48.6M -$318K 6 17.68% Reduced
1744
Cape Cod Five Cents Savings Bank
Cape Cod Five Cents Savings Bank
Massachusetts
$48.6M -$941K 6 5.02% Reduced
1745
Wright Investors Service
Wright Investors Service
Connecticut
$48.6M -$771K 5 13.19% Reduced
1746
KWMG
King Wealth Management Group
Florida
$48.6M +$5.26M 8 9.94% Increased
1747
PFS Investments
PFS Investments
Georgia
$48.5M +$7.35M 6 1.11% Increased
1748
MSD Partners
MSD Partners
New York
$48.5M +$1.94M 2 1.27% Increased
1749
CFM
Comprehensive Financial Management
California
$48.4M $0 2 0.41% Maintained
1750
Buckley Wealth Management
Buckley Wealth Management
Nevada
$48.4M -$2.02M 6 16.59% Reduced