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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
1826
Bright Rock Capital Management
Bright Rock Capital Management
Massachusetts
$37.7M +$5.76M 2 9.42% Increased
1827
Comerica Securities
Comerica Securities
Michigan
$37.7M -$139K 7 2.73% Reduced
1828
New Hampshire Trust
New Hampshire Trust
New Hampshire
$37.5M +$632K 7 10.08% Increased
1829
Jackson Hill Advisors
Jackson Hill Advisors
Texas
$37.5M +$2.08M 3 30.23% Increased
1830
Vantage Wealth
Vantage Wealth
California
$37.5M -$428K 4 10.39% Reduced
1831
De Burlo Group
De Burlo Group
Massachusetts
$37.4M +$2.13M 4 7.31% Increased
1832
Stratos Investment Management
Stratos Investment Management
Ohio
$37.4M +$451K 6 6.3% Increased
1833
Lake Street Private Wealth
Lake Street Private Wealth
Illinois
$37.4M +$636K 8 6.98% Increased
1834
L1 Capital
L1 Capital
Australia
$37.4M -$55.7M 1 5.21% Reduced
1835
SRAM
Spouting Rock Asset Management
Pennsylvania
$37.3M +$22.2M 5 13.16% Increased
1836
MRCM
M&R Capital Management
New Jersey
$37.3M -$11.6K 11 10.44% Reduced
1837
Proficio Capital Partners
Proficio Capital Partners
Massachusetts
$37.3M +$785K 8 5.92% Increased
1838
Farmers Trust Company
Farmers Trust Company
Ohio
$37.3M -$113K 5 8.22% Reduced
1839
Paragon Capital Management (Colorado)
Paragon Capital Management (Colorado)
Colorado
$37.2M -$9.21K 4 8.52% Reduced
1840
Holderness Investments Company
Holderness Investments Company
North Carolina
$37.2M +$106K 7 14.88% Increased
1841
America First Investment Advisors
America First Investment Advisors
Nebraska
$37.2M +$3.23M 4 10.65% Increased
1842
Managed Asset Portfolios
Managed Asset Portfolios
Michigan
$37.2M -$831K 1 5.65% Reduced
1843
CRA Financial Services
CRA Financial Services
New Jersey
$37.1M -$141K 7 11.03% Reduced
1844
Guardian Capital Advisors (Canada)
Guardian Capital Advisors (Canada)
Ontario, Canada
$37.1M -$1.42M 5 4.28% Reduced
1845
Elk River Wealth Management
Elk River Wealth Management
Colorado
$37.1M +$1.71M 5 8.43% Increased
1846
Arjuna Capital
Arjuna Capital
North Carolina
$37.1M -$4.35M 5 14.55% Reduced
1847
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management
New Jersey
$37M -$3.84M 8 2.27% Reduced
1848
WM
WS Management
Florida
$37M -$489K 2 3.91% Reduced
1849
WCG Wealth Advisors
WCG Wealth Advisors
Nevada
$36.9M +$2.17M 5 4.73% Increased
1850
Kaizen Capital Partners
Kaizen Capital Partners
Hong Kong
$36.9M +$36.1M 1 21.78% New