← All themes

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
1776
Bremer Trust National Association
Bremer Trust National Association
Minnesota
$21.9M +$2.68M 8 5.49% Increased
1777
Radnor Capital Management
Radnor Capital Management
Pennsylvania
$21.9M +$2.27M 6 6.96% Increased
1778
Penobscot Investment Management
Penobscot Investment Management
Massachusetts
$21.9M +$126K 6 4.73% Increased
1779
KCP
KDI Capital Partners
North Carolina
$21.8M +$1.4M 5 6.93% Increased
1780
Tibra Equities Europe
Tibra Equities Europe
United Kingdom
$21.8M +$7.1M 3 2.57% Increased
1781
Rampart Investment Management
Rampart Investment Management
Connecticut
$21.8M -$13.2M 10 9.54% Reduced
1782
Fosun International
Fosun International
China
$21.7M +$9.8M 9 1.04% Increased
1783
Camden National Bank
Camden National Bank
Maine
$21.7M -$1.81M 5 5.36% Reduced
1784
Reinhart Partners
Reinhart Partners
Wisconsin
$21.7M +$17.8M 4 1.96% Increased
1785
Aubrey Capital Management
Aubrey Capital Management
United Kingdom
$21.7M -$5.35M 2 10.7% Reduced
1786
Pegasus Partners
Pegasus Partners
Wisconsin
$21.6M +$2.68M 8 4.77% Increased
1787
Tikehau Investment Management
Tikehau Investment Management
France
$21.6M +$15.4M 2 6.21% Increased
1788
City Holding Co
City Holding Co
West Virginia
$21.6M +$1.16M 9 6.2% Increased
1789
SevenBridge Financial Group
SevenBridge Financial Group
Pennsylvania
$21.6M -$353K 11 11.47% Reduced
1790
Argyle Capital Management
Argyle Capital Management
Pennsylvania
$21.6M +$31.7K 5 8.07% Increased
1791
First Mercantile Trust
First Mercantile Trust
Tennessee
$21.5M -$475K 15 4.23% Reduced
1792
BC
Bruce & Co
Illinois
$21.4M -$731K 1 4.15% Reduced
1793
Morris Capital Advisors
Morris Capital Advisors
Pennsylvania
$21.3M +$203K 5 14.27% Increased
1794
CIBC Bank USA
CIBC Bank USA
Illinois
$21.3M +$475K 6 2.91% Increased
1795
Duncker Streett & Co
Duncker Streett & Co
Missouri
$21.2M +$524K 9 4.82% Increased
1796
Trust Asset Management
Trust Asset Management
Texas
$21.2M -$9.39M 3 12.56% Reduced
1797
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors
Missouri
$21.1M +$100K 8 1.85% Increased
1798
Vantage Investment Advisors
Vantage Investment Advisors
Pennsylvania
$21.1M +$266K 10 4.43% Increased
1799
Shelter Mutual Insurance
Shelter Mutual Insurance
Missouri
$21.1M $0 2 5.9% Maintained
1800
HRC
Hoertkorn Richard Charles
$21.1M -$16K 7 12.51% Reduced