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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
1801
River Global Investors
River Global Investors
United Kingdom
$44.6M -$9.17M 10 10.45% Reduced
1802
Trustmark National Bank Trust Department
Trustmark National Bank Trust Department
Mississippi
$44.6M +$350K 8 4.39% Increased
1803
Quantum Private Wealth
Quantum Private Wealth
Florida
$44.5M +$1.28M 10 21.31% Increased
1804
WCMN
Westchester Capital Management (Nebraska)
Nebraska
$44.5M -$294K 4 12.74% Reduced
1805
Mitchell Sinkler & Starr
Mitchell Sinkler & Starr
Pennsylvania
$44.4M +$4.89M 6 13.66% Increased
1806
Supplemental Annuity Collective Trust (SACT) of New Jersey
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$44.3M -$1.17M 6 16.69% Reduced
1807
Berger Financial Group
Berger Financial Group
Minnesota
$44.3M +$118K 8 5.09% Increased
1808
Perkins Coie Trust Company
Perkins Coie Trust Company
Washington
$44.3M +$344K 11 12.5% Increased
1809
Texas Yale Capital Corp
Texas Yale Capital Corp
Florida
$44.2M -$3.02M 6 1.99% Reduced
1810
Strategic Blueprint
Strategic Blueprint
Georgia
$44.2M +$6.27M 7 4.08% Increased
1811
Alley Investment Management Company
Alley Investment Management Company
Illinois
$44.2M -$366K 4 7.51% Reduced
1812
Belpointe Asset Management
Belpointe Asset Management
Nevada
$44.2M +$2.9M 8 4.57% Increased
1813
Rice Partnership
Rice Partnership
Hawaii
$44.1M +$2.57M 5 12.49% Increased
1814
Lombard Odier Asset Management (Switzerland)
Lombard Odier Asset Management (Switzerland)
Switzerland
$44.1M +$1.43M 6 7.13% Increased
1815
Punch & Associates Investment Management
Punch & Associates Investment Management
Minnesota
$44.1M +$145K 5 2.82% Increased
1816
Foyston, Gordon, & Payne
Foyston, Gordon, & Payne
Ontario, Canada
$43.9M -$2.85M 3 11.97% Reduced
1817
Dragoneer Investment Group
Dragoneer Investment Group
California
$43.8M -$199M 1 1.01% Reduced
1818
New Hampshire Trust
New Hampshire Trust
New Hampshire
$43.8M +$170K 5 11.9% Increased
1819
Altrafin AG
Altrafin AG
$43.7M -$956K 4 19.06% Reduced
1820
Csenge Advisory Group
Csenge Advisory Group
Florida
$43.7M -$880K 8 2.98% Reduced
1821
Maple Rock Capital Partners
Maple Rock Capital Partners
Ontario, Canada
$43.7M -$22.4M 1 3.85% Reduced
1822
KAS
Kemnay Advisory Services
New York
$43.7M -$8.08M 5 13.09% Reduced
1823
CRA Financial Services
CRA Financial Services
New Jersey
$43.7M +$67.8K 6 12.02% Increased
1824
Krilogy Financial
Krilogy Financial
Missouri
$43.6M +$1.22M 4 3.99% Increased
1825
Monetary Management Group
Monetary Management Group
Missouri
$43.6M -$4.05M 8 14.53% Reduced