← All themes

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
1851
Nixon Peabody Trust
Nixon Peabody Trust
Massachusetts
$41.9M +$2.15M 4 15.15% Increased
1852
KC
KCL Capital
New York
$41.9M -$87M 2 1.93% Reduced
1853
Lathrop Investment Management
Lathrop Investment Management
Arkansas
$41.9M +$410K 4 8.94% Increased
1854
Greenwood Capital Associates
Greenwood Capital Associates
South Carolina
$41.8M -$959K 4 6.43% Reduced
1855
Arrow Capital Management
Arrow Capital Management
New York
$41.8M +$4.07M 3 29.38% Increased
1856
Penobscot Investment Management
Penobscot Investment Management
Massachusetts
$41.8M -$1.01M 6 6.21% Reduced
1857
IBEX Wealth Advisors
IBEX Wealth Advisors
New Jersey
$41.7M -$1.84M 9 8.03% Reduced
1858
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$41.7M $0 6 7.61% Maintained
1859
Towle & Co
Towle & Co
Colorado
$41.6M -$9.25M 1 5.22% Reduced
1860
Stonnington Group
Stonnington Group
California
$41.6M +$2.78M 9 9.3% Increased
1861
Kelleher Financial Advisors
Kelleher Financial Advisors
New York
$41.6M +$12.7M 7 18.34% Increased
1862
Avalon Global Asset Management
Avalon Global Asset Management
California
$41.6M $0 4 6.68% Maintained
1863
Roberts, Glore & Co
Roberts, Glore & Co
Illinois
$41.5M -$655K 7 12.62% Reduced
1864
CCC
Chelsea Counsel Company
California
$41.3M +$420K 5 18.79% Increased
1865
Brightworth
Brightworth
Georgia
$41.3M +$795K 5 3.74% Increased
1866
Minot Wealth Management
Minot Wealth Management
Massachusetts
$41.2M +$765K 7 8.91% Increased
1867
Circle Wealth Management
Circle Wealth Management
New Jersey
$41.2M -$1.47M 8 5.94% Reduced
1868
West Branch Capital
West Branch Capital
Massachusetts
$41.1M -$51.8K 14 19.79% Reduced
1869
First Financial Bank - Trust Division
First Financial Bank - Trust Division
Ohio
$41.1M -$611K 6 4.5% Reduced
1870
AAM
Autus Asset Management
Arizona
$41.1M -$685K 5 4.49% Reduced
1871
Atwood & Palmer
Atwood & Palmer
Missouri
$41.1M -$672K 9 3.66% Reduced
1872
Canvas Wealth Advisors
Canvas Wealth Advisors
Kansas
$41M +$2.81M 7 16.77% Increased
1873
Elk River Wealth Management
Elk River Wealth Management
Colorado
$41M +$1.18M 6 10.37% Increased
1874
PWW
Pettyjohn Wood & White
Virginia
$40.9M -$69.1K 6 9.09% Reduced
1875
American National Registered Investment Advisor
American National Registered Investment Advisor
Texas
$40.9M -$145K 9 14.8% Reduced