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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
Trustmark National Bank Trust Department
Trustmark National Bank Trust Department
Mississippi
$38.8M +$438K 7 3.48% Increased
1727
Capricorn Fund Managers
Capricorn Fund Managers
United Kingdom
$38.8M +$23.5M 4 7.04% Increased
1728
Realta Investment Advisors
Realta Investment Advisors
Delaware
$38.7M -$2.04M 8 9.49% Reduced
1729
Bornite Capital Management
Bornite Capital Management
New York
$38.5M -$8.56M 1 12.65% Reduced
1730
Horiko Capital Management
Horiko Capital Management
New York
$38.5M -$46.8M 4 28.19% Reduced
1731
Foster Victor Wealth Advisors
Foster Victor Wealth Advisors
South Carolina
$38.5M +$3.16M 6 5.72% Increased
1732
Centaurus Financial
Centaurus Financial
California
$38.4M +$1.37M 13 3.79% Increased
1733
Supplemental Annuity Collective Trust (SACT) of New Jersey
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$38.2M -$1.05M 6 15.28% Reduced
1734
Telos Capital Management
Telos Capital Management
California
$38.2M +$1.05M 6 5.83% Increased
1735
Avitas Wealth Management
Avitas Wealth Management
California
$38.1M -$23.5M 8 8.34% Reduced
1736
Verdence Capital Advisors
Verdence Capital Advisors
Maryland
$38.1M +$226K 8 4.93% Increased
1737
Torray Investment Partners
Torray Investment Partners
Maryland
$38.1M -$9.7M 4 7.26% Reduced
1738
Farmers & Merchants Trust Company
Farmers & Merchants Trust Company
California
$38.1M +$502K 6 11.61% Increased
1739
Rice Partnership
Rice Partnership
Hawaii
$38.1M +$1.93M 5 13.36% Increased
1740
Bedell Frazier Investment Counselling
Bedell Frazier Investment Counselling
California
$38M +$1.62M 6 11.66% Increased
1741
Berger Financial Group
Berger Financial Group
Minnesota
$38M +$1.08M 7 5.54% Increased
1742
CEI
Clark Estates Inc
New York
$37.9M +$3.9M 3 6.57% Increased
1743
Patient Capital Management
Patient Capital Management
Maryland
$37.9M +$1.98M 4 16.77% Increased
1744
Brasada Capital Management
Brasada Capital Management
Texas
$37.8M -$685K 4 8.48% Reduced
1745
Selective Wealth Management
Selective Wealth Management
Virginia
$37.7M +$10.3M 13 13.43% Increased
1746
NKCFO LLC
NKCFO LLC
Illinois
$37.7M +$4.52M 5 13.28% Increased
1747
Regal Investment Advisors
Regal Investment Advisors
Michigan
$37.7M +$1.79M 11 3.92% Increased
1748
DCM Advisors
DCM Advisors
New York
$37.7M +$1.62M 7 16.29% Increased
1749
Hamilton Wealth
Hamilton Wealth
California
$37.7M +$4.58M 4 14.74% Increased
1750
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors
Missouri
$37.6M +$14M 6 1.52% Increased