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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
1876
DA
DSC Advisors
Illinois
$20.4M +$244K 6 4.04% Increased
1877
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors
Missouri
$20.4M -$169K 6 1.63% Reduced
1878
MCG
McCollum Christoferson Group
New York
$20.4M -$382K 5 7.28% Reduced
1879
Altium Wealth Management
Altium Wealth Management
New York
$20.4M +$1.42M 6 2.75% Increased
1880
Weik Capital Management
Weik Capital Management
Pennsylvania
$20.4M -$271K 4 9.76% Reduced
1881
MKC
M. Kraus & Co
Vermont
$20.3M -$180K 3 11.04% Reduced
1882
Prince Street Capital Management
Prince Street Capital Management
New York
$20.3M +$1.55M 1 13.06% Increased
1883
Hilltop Holdings
Hilltop Holdings
Texas
$20.3M +$3.3M 7 3.85% Increased
1884
Ibex Investors
Ibex Investors
Colorado
$20.3M -$443K 3 1.28% Reduced
1885
Argyle Capital Management
Argyle Capital Management
Pennsylvania
$20.2M +$69.7K 5 7.63% Increased
1886
Lead Edge Capital Management
Lead Edge Capital Management
New York
$20.2M +$5.51M 1 48.54% Increased
1887
River Wealth Advisors
River Wealth Advisors
Pennsylvania
$20.1M +$731K 8 7.61% Increased
1888
Arete Wealth Advisors
Arete Wealth Advisors
Illinois
$20.1M +$311K 9 3.85% Increased
1889
Ramsay Stattman Vela & Price
Ramsay Stattman Vela & Price
Colorado
$20.1M +$151K 3 6.97% Increased
1890
Hayek Kallen Investment Management
Hayek Kallen Investment Management
Alabama
$20.1M -$104K 4 12.55% Reduced
1891
Sigma Investment Counselors
Sigma Investment Counselors
Michigan
$20.1M +$558K 5 2.28% Increased
1892
Adalta Capital Management
Adalta Capital Management
New York
$20M -$1.7M 4 13.22% Reduced
1893
WCMN
Westchester Capital Management (Nebraska)
Nebraska
$19.9M -$42.6K 3 7.8% Reduced
1894
Flossbach von Storch AG Zurich
Flossbach von Storch AG Zurich
Switzerland
$19.9M -$2.2M 4 22.09% Reduced
1895
CBT
Central Bank & Trust
Kentucky
$19.9M -$153K 7 4.27% Reduced
1896
Hamilton Lane Advisors
Hamilton Lane Advisors
Pennsylvania
$19.9M -$14.2M 3 8.31% Reduced
1897
Whitegate Investment Counselors
Whitegate Investment Counselors
New Hampshire
$19.8M +$210K 7 3.89% Increased
1898
Arjuna Capital
Arjuna Capital
North Carolina
$19.8M -$3.19M 5 16.89% Reduced
1899
BW Gestao de Investimentos
BW Gestao de Investimentos
Brazil
$19.8M +$6.86M 5 7.46% Increased
1900
Xcel Wealth Management
Xcel Wealth Management
Florida
$19.7M +$3.33M 8 18.27% Increased