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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
Stokes Family Office
Stokes Family Office
Louisiana
$72.8M -$12.7M 6 7.51% Reduced
1802
Rehmann Capital Advisory Group
Rehmann Capital Advisory Group
Michigan
$72.4M +$2.38M 12 3.77% Increased
1803
Vienna Insurance Group
Vienna Insurance Group
Poland
$72.4M +$49.1M 4 27.6% Increased
1804
Coleford Investment Management
Coleford Investment Management
Canada
$72.4M -$8.42M 4 17.75% Reduced
1805
Nilsine Partners
Nilsine Partners
Colorado
$72.2M +$857K 9 5.65% Increased
1806
Naples Global Advisors
Naples Global Advisors
Florida
$72.2M +$1.7M 7 5.26% Increased
1807
Asset One Wealth Management
Asset One Wealth Management
Washington
$72.1M +$17.9M 5 7.98% Increased
1808
James Investment Research
James Investment Research
Ohio
$72.1M -$1.28M 5 8.09% Reduced
1809
Sendero Wealth Management
Sendero Wealth Management
Texas
$72.1M -$2.51M 6 7.97% Reduced
1810
City Holding Co
City Holding Co
West Virginia
$72M -$1.36M 10 9% Reduced
1811
Perryman Financial Advisory
Perryman Financial Advisory
Texas
$71.8M -$439K 6 10.77% Reduced
1812
TCM
Trybe Capital Management
Connecticut
$71.7M -$98.8M 1 12.34% Reduced
1813
Princeton Capital Management
Princeton Capital Management
New Jersey
$71.6M +$1.48M 6 19.52% Increased
1814
Laffer Tengler Investments
Laffer Tengler Investments
Tennessee
$71.5M +$7.77M 6 10.56% Increased
1815
Parkwood LLC
Parkwood LLC
Ohio
$71.4M -$10.2M 4 6.34% Reduced
1816
Everhart Financial Group
Everhart Financial Group
Ohio
$71.4M +$7.37M 10 6.08% Increased
1817
Marble Harbor Investment Counsel
Marble Harbor Investment Counsel
Massachusetts
$71.3M -$2.69M 7 7.73% Reduced
1818
Aspen Grove Capital
Aspen Grove Capital
Colorado
$71.1M +$87K 10 13.83% Increased
1819
Stenger Family Office
Stenger Family Office
Illinois
$71.1M +$7.59M 5 12.55% Increased
1820
Invesco LLC (Illinois)
Invesco LLC (Illinois)
Illinois
$70.9M -$551K 6 24.83% Reduced
1821
Colonial Trust
Colonial Trust
South Carolina
$70.7M +$570K 19 9.61% Increased
1822
Hilltop Holdings
Hilltop Holdings
Texas
$70.5M -$46.4M 10 6.34% Reduced
1823
NBC Securities
NBC Securities
Alabama
$70.5M -$3.73M 22 5.29% Reduced
1824
IBEX Wealth Advisors
IBEX Wealth Advisors
New Jersey
$70.4M -$11.4M 6 6.56% Reduced
1825
Community Bank
Community Bank
New York
$70.4M +$211K 9 8.38% Increased