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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
1776
Greenwood Gearhart
Greenwood Gearhart
Arkansas
$46.9M +$555K 5 7.57% Increased
1777
Cypress Asset Management
Cypress Asset Management
Texas
$46.8M +$293K 5 12% Increased
1778
Dillon & Associates
Dillon & Associates
Michigan
$46.8M +$1.49M 4 9.16% Increased
1779
Academy Capital Management
Academy Capital Management
Texas
$46.7M -$25.6M 3 19.04% Reduced
1780
Chicago Partners Investment Group
Chicago Partners Investment Group
Illinois
$46.7M +$2.34M 9 3.47% Increased
1781
Constitution Capital
Constitution Capital
Connecticut
$46.6M +$5.08M 4 28.56% Increased
1782
Bremer Bank National Association
Bremer Bank National Association
Minnesota
$46.6M -$1.76M 7 9.97% Reduced
1783
Leavell Investment Management
Leavell Investment Management
Alabama
$46.5M $0 6 3.79% Maintained
1784
Thomas White International
Thomas White International
Illinois
$46.5M +$1.51M 6 6.38% Increased
1785
Bellecapital
Bellecapital
Switzerland
$46.5M -$5.18M 7 14.13% Reduced
1786
First Midwest Bank Trust Division
First Midwest Bank Trust Division
Illinois
$46.5M -$1.34M 7 6.25% Reduced
1787
PP
Professional Planning
California
$46.4M -$958K 7 21.31% Reduced
1788
CC
Claybrook Capital
Massachusetts
$46.4M +$32.2M 7 15.13% Increased
1789
SevenBridge Financial Group
SevenBridge Financial Group
Pennsylvania
$46.4M +$1.47M 7 15.13% Increased
1790
Cartica Management
Cartica Management
District of Columbia
$46.3M -$9.32M 2 8.88% Reduced
1791
Mandatum Life Insurance Company
Mandatum Life Insurance Company
Finland
$46.3M +$346K 6 8.41% Increased
1792
Arkadios Wealth Advisors
Arkadios Wealth Advisors
Georgia
$46.2M +$14.6M 23 5.63% Increased
1793
CCM
Compton Capital Management
Rhode Island
$46.2M -$118K 8 13.61% Reduced
1794
Ameritas Investment Company
Ameritas Investment Company
Nebraska
$46.1M -$7.81M 10 2.22% Reduced
1795
GM Advisory Group
GM Advisory Group
New York
$46.1M +$1.84M 8 4.72% Increased
1796
DA
Dash Acquisitions
California
$46M +$7.76M 4 26.19% Increased
1797
Telos Capital Management
Telos Capital Management
California
$45.9M +$240K 7 6.08% Increased
1798
Foster Dykema Cabot & Co
Foster Dykema Cabot & Co
Massachusetts
$45.9M +$286K 5 5.73% Increased
1799
M
MOTCO
Texas
$45.9M +$406K 9 3.01% Increased
1800
Freshford Capital Management
Freshford Capital Management
New York
$45.9M -$2.43M 1 6.23% Reduced