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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
1851
Trustmark National Bank Trust Department
Trustmark National Bank Trust Department
Mississippi
$44.1M -$126K 8 3.51% Reduced
1852
1834 Investment Advisors
1834 Investment Advisors
Wisconsin
$44.1M -$1.15M 9 5.4% Reduced
1853
Hedeker Wealth
Hedeker Wealth
Illinois
$44M -$1.41M 4 13.34% Reduced
1854
Optiver Holding
Optiver Holding
Netherlands
$44M -$2.6M 6 0.04% Reduced
1855
Global Retirement Partners
Global Retirement Partners
California
$44M +$55M 28 3.46% Increased
1856
CC
Codex Capital
New York
$44M $0 6 27.05% Maintained
1857
Circle Wealth Management
Circle Wealth Management
New Jersey
$43.9M +$329K 8 5.77% Increased
1858
Foster Victor Wealth Advisors
Foster Victor Wealth Advisors
South Carolina
$43.8M +$265K 5 6% Increased
1859
Strategic Blueprint
Strategic Blueprint
Georgia
$43.8M +$6.64M 6 5.09% Increased
1860
Farmers Trust Company
Farmers Trust Company
Ohio
$43.8M +$4.06M 6 9.39% Increased
1861
United Bank (Virginia)
United Bank (Virginia)
Virginia
$43.7M -$1.18M 6 5.75% Reduced
1862
Parkwood LLC
Parkwood LLC
Ohio
$43.7M +$4.09M 8 7.16% Increased
1863
Advisornet Financial
Advisornet Financial
Minnesota
$43.6M +$1.92M 27 2.73% Increased
1864
Condor Capital Management
Condor Capital Management
New Jersey
$43.6M +$1.42M 6 4.86% Increased
1865
General Pension Society PZU Joint Stock
General Pension Society PZU Joint Stock
Poland
$43.6M -$19.6M 3 15.09% Reduced
1866
6C
6elm Capital
New York
$43.5M +$18.9M 2 22.57% Increased
1867
Minot Wealth Management
Minot Wealth Management
Massachusetts
$43.5M +$707K 6 9.37% Increased
1868
JLB & Associates
JLB & Associates
Michigan
$43.4M -$211K 2 6.49% Reduced
1869
Endurance Wealth Management
Endurance Wealth Management
Rhode Island
$43.4M -$11M 13 5.61% Reduced
1870
Freshford Capital Management
Freshford Capital Management
New York
$43.4M +$4.04M 1 5.9% Increased
1871
First Financial Bank - Trust Division
First Financial Bank - Trust Division
Ohio
$43.3M +$686K 6 4.61% Increased
1872
Csenge Advisory Group
Csenge Advisory Group
Florida
$43.2M +$14.9M 10 3.42% Increased
1873
Wellington Shields & Co
Wellington Shields & Co
New York
$43.2M +$6.21M 7 14.21% Increased
1874
Intellectus Partners
Intellectus Partners
California
$43.2M -$1.3M 8 12.89% Reduced
1875
ArrowMark Colorado Holdings
ArrowMark Colorado Holdings
Colorado
$43.1M -$7.53M 5 0.38% Reduced