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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
1751
Tompkins Financial
Tompkins Financial
New York
$89.2M -$1.15M 11 6.25% Reduced
1752
Sepio Capital
Sepio Capital
Utah
$89.2M -$20.2M 8 4.49% Reduced
1753
Catalyst Funds Management
Catalyst Funds Management
Australia
$89.2M +$87.9M 10 5% Increased
1754
Cooper Financial Group
Cooper Financial Group
California
$89.1M -$1.62M 8 7.38% Reduced
1755
Hendershot Investments
Hendershot Investments
Virginia
$88.9M +$261K 4 11.61% Increased
1756
Kelleher Financial Advisors
Kelleher Financial Advisors
New York
$88.9M +$31.6M 15 12.61% Increased
1757
TYCC
Texas Yale Capital Corp
Florida
$88.9M +$1.07M 8 1.93% Increased
1758
Intrust Bank
Intrust Bank
Kansas
$88.5M +$83.1K 9 6.54% Increased
1759
Meiji Yasuda Life Insurance
Meiji Yasuda Life Insurance
Japan
$88.4M -$3.74M 9 2.93% Reduced
1760
RNC Capital Management
RNC Capital Management
California
$88.3M -$211K 6 3.64% Reduced
1761
Capital Investment Advisory Services
Capital Investment Advisory Services
North Carolina
$88.3M +$2.66M 13 5.45% Increased
1762
CRA Financial Services
CRA Financial Services
New Jersey
$87.9M +$1.21M 7 10.13% Increased
1763
Visionary Wealth Advisors
Visionary Wealth Advisors
Illinois
$87.9M +$1.18M 8 3.47% Increased
1764
CMH Wealth Management
CMH Wealth Management
New Hampshire
$87.9M -$3.07M 5 13.4% Reduced
1765
AIIMS
Analyst IMS Investment Management Services
Israel
$87.7M -$2.37M 7 2.04% Reduced
1766
PWW
Pettyjohn Wood & White
Virginia
$87.7M +$267K 7 12.77% Increased
1767
SSI Investment Management
SSI Investment Management
California
$87.7M +$80.1M 5 5.09% Increased
1768
Linscomb Wealth
Linscomb Wealth
Texas
$87.3M -$5.29M 6 3.78% Reduced
1769
Tufton Capital Management
Tufton Capital Management
Maryland
$87.2M -$738K 6 14.62% Reduced
1770
Thompson Investment Management
Thompson Investment Management
Wisconsin
$87.1M +$728K 9 10% Increased
1771
Checchi Capital Advisers
Checchi Capital Advisers
California
$87.1M -$1.08M 9 3.92% Reduced
1772
Telos Capital Management
Telos Capital Management
California
$86.9M -$1.69M 6 7.65% Reduced
1773
Journey Advisory Group
Journey Advisory Group
Kentucky
$86.8M +$2.77M 6 6.64% Increased
1774
LCAM
Long Corridor Asset Management
Hong Kong
$86.7M -$33.1M 4 26.15% Reduced
1775
Confluence Wealth Services
Confluence Wealth Services
Pennsylvania
$86.7M +$21.4M 6 2.48% Increased