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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
Journey Advisory Group
Journey Advisory Group
Kentucky
$75.2M +$4.03M 6 6.41% Increased
1777
Arbejdsmarkedets Tillaegspension
Arbejdsmarkedets Tillaegspension
$75.1M +$40.6M 3 1.87% Increased
1778
Mirabaud & Cie
Mirabaud & Cie
Switzerland
$75.1M -$6.1M 5 30.57% Reduced
1779
KTF Investments
KTF Investments
California
$75.1M -$791K 5 12.86% Reduced
1780
Nicollet Investment Management
Nicollet Investment Management
Minnesota
$75.1M -$2.81M 6 25.72% Reduced
1781
Bell Bank
Bell Bank
North Dakota
$75M +$5.2M 7 3.18% Increased
1782
Capital Group Investment Management
Capital Group Investment Management
Singapore
$74.9M +$3.73M 8 12.8% Increased
1783
Capital Investment Advisory Services
Capital Investment Advisory Services
North Carolina
$74.7M -$843K 13 5.45% Reduced
1784
Hutchinson Capital Management
Hutchinson Capital Management
California
$74.7M -$6.33M 5 13.73% Reduced
1785
Manchester Capital Management
Manchester Capital Management
Vermont
$74.6M -$1.09M 19 10.75% Reduced
1786
Avalon Capital Management
Avalon Capital Management
California
$74.5M -$6.98M 5 21.03% Reduced
1787
Canandaigua National Corp
Canandaigua National Corp
New York
$74.3M +$82.2M 6 6.65% New
1788
Sirios Capital Management
Sirios Capital Management
Massachusetts
$73.9M +$6.93M 3 8.96% Increased
1789
SFMG Wealth Advisors
SFMG Wealth Advisors
Texas
$73.8M -$774K 7 5% Reduced
1790
River Road Asset Management
River Road Asset Management
Kentucky
$73.8M +$72.8M 3 0.84% Increased
1791
Hudson Valley Investment Advisors
Hudson Valley Investment Advisors
New York
$73.6M -$11.7M 6 9.54% Reduced
1792
Eagle Rock Investment Company
Eagle Rock Investment Company
Georgia
$73.4M +$5.59M 6 10.67% Increased
1793
Spinecap SAS
Spinecap SAS
France
$73.4M +$28.8M 3 26.92% Increased
1794
Alvarez & Marsal Private Wealth Partners
Alvarez & Marsal Private Wealth Partners
Florida
$73.2M +$10.7M 6 10.28% Increased
1795
Holderness Investments Company
Holderness Investments Company
North Carolina
$73.2M +$159K 6 14.71% Increased
1796
BBR Partners
BBR Partners
New York
$73.2M -$10.8M 7 4.08% Reduced
1797
Bellecapital
Bellecapital
Switzerland
$73M +$468K 7 13.18% Increased
1798
Zhang Financial
Zhang Financial
Michigan
$73M +$6.33M 6 2.52% Increased
1799
Parsifal Capital Management
Parsifal Capital Management
Connecticut
$73M +$68.6M 2 8.59% New
1800
Allen Mooney & Barnes Investment Advisors
Allen Mooney & Barnes Investment Advisors
Georgia
$72.9M +$716K 6 10.48% Increased