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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
TFS
Thoroughbred Financial Services
Tennessee
$19.6M +$21.1M 5 9.64% New
1752
Sargent Bickham Lagudis
Sargent Bickham Lagudis
Colorado
$19.6M +$1.12M 11 2.53% Increased
1753
Diversified Trust
Diversified Trust
Tennessee
$19.6M +$1.35M 9 1.09% Increased
1754
First Bankers Trust
First Bankers Trust
Kentucky
$19.6M +$10.3M 6 5.1% Increased
1755
Freedom Investment Management
Freedom Investment Management
Connecticut
$19.6M -$7.2M 9 1.52% Reduced
1756
Fiduciary Trust International
Fiduciary Trust International
Massachusetts
$19.5M +$438K 11 5.95% Increased
1757
IHT Wealth Management
IHT Wealth Management
Illinois
$19.5M +$1.29M 10 3.75% Increased
1758
Bandera Partners
Bandera Partners
New York
$19.5M $0 2 14.17% Maintained
1759
Steigerwald Gordon & Koch
Steigerwald Gordon & Koch
Virginia
$19.4M -$459K 4 5.79% Reduced
1760
Dividend Assets Capital
Dividend Assets Capital
South Carolina
$19.4M -$981K 5 3.38% Reduced
1761
HGC Investment Management
HGC Investment Management
Ontario, Canada
$19.4M +$4.94M 1 4.69% Increased
1762
Strategic Financial Services
Strategic Financial Services
New York
$19.3M +$1.87M 6 3.02% Increased
1763
Tompkins Financial
Tompkins Financial
New York
$19.3M -$119K 8 4.26% Reduced
1764
SIG
Schaller Investment Group
North Carolina
$19.2M -$118K 4 14.24% Reduced
1765
RWA Wealth Partners
RWA Wealth Partners
Massachusetts
$19.2M -$2.27M 7 2.53% Reduced
1766
Schnieders Capital Management
Schnieders Capital Management
California
$19.2M -$308K 7 9.44% Reduced
1767
GHP Investment Advisors
GHP Investment Advisors
Colorado
$19.2M +$395K 8 2.89% Increased
1768
Corient Capital Partners
Corient Capital Partners
California
$19.2M +$6.04M 6 3.42% Increased
1769
Ballentine Partners
Ballentine Partners
Massachusetts
$19.2M +$54.3K 7 1.11% Increased
1770
Trust Company
Trust Company
Kansas
$19.2M -$5.31M 8 10.67% Reduced
1771
De Burlo Group
De Burlo Group
Massachusetts
$19.2M -$4.21M 3 4.3% Reduced
1772
Capital Impact Advisors
Capital Impact Advisors
Massachusetts
$19.2M -$585K 5 8.19% Reduced
1773
Atika Capital Management
Atika Capital Management
New York
$19.2M -$3.72M 3 5.64% Reduced
1774
American Investment Services
American Investment Services
Massachusetts
$19.1M -$1.29M 3 6.81% Reduced
1775
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ)
Florida
$19.1M -$1.18M 1 0.55% Reduced