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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
1926
HL
HeadInvest LLC
Maine
$10.4M -$54.3K 5 3.48% Reduced
1927
Laffer Tengler Investments
Laffer Tengler Investments
Tennessee
$10.3M -$226K 1 2.72% Reduced
1928
Clearstead Trust
Clearstead Trust
Maine
$10.3M +$3.64M 6 8.55% Increased
1929
BE
Bonness Enterprises
District of Columbia
$10.3M +$1.69M 4 8.25% Increased
1930
AAM
AR Asset Management
California
$10.3M $0 3 4.26% Maintained
1931
BWAM
Boyd Watterson Asset Management
Ohio
$10.3M -$732K 6 5.17% Reduced
1932
NME
Notis-McConarty Edward
$10.3M -$285K 5 6.76% Reduced
1933
SevenBridge Financial Group
SevenBridge Financial Group
Pennsylvania
$10.3M +$637K 10 6.77% Increased
1934
CBN
Cadence Bank NA
Texas
$10.3M -$322K 6 4.73% Reduced
1935
STB
S&T Bank
Pennsylvania
$10.3M -$2.05M 1 1.95% Reduced
1936
Sequoia Financial Advisors
Sequoia Financial Advisors
Ohio
$10.2M -$3.13M 6 1.3% Reduced
1937
Hills Bank & Trust
Hills Bank & Trust
Iowa
$10.2M +$190K 4 3.47% Increased
1938
BAM
Brave Asset Management
New Jersey
$10.2M +$1.47M 5 5.97% Increased
1939
DBIA
Dumont & Blake Investment Advisors
New Jersey
$10.2M -$27.7K 6 4.59% Reduced
1940
SBA
Seven Bridges Advisors
New York
$10.2M -$19.1K 5 9.67% Reduced
1941
SHCM
Stokes & Hubbell Capital Management
Louisiana
$10.2M +$718K 5 3.44% Increased
1942
MCA
Mercer Capital Advisers
New Jersey
$10.1M -$148K 6 7.76% Reduced
1943
Petrus Trust Company
Petrus Trust Company
Texas
$10.1M -$10.3M 1 2.28% Reduced
1944
OIA
Optimum Investment Advisors
Illinois
$10.1M +$255K 6 3.58% Increased
1945
Flagship Harbor Advisors
Flagship Harbor Advisors
Massachusetts
$10.1M +$2.41M 7 3.85% Increased
1946
FNBTCON
First National Bank & Trust Co of Newtown
Pennsylvania
$10.1M -$125K 6 2.97% Reduced
1947
HCR Wealth Advisors
HCR Wealth Advisors
California
$10M +$152K 6 5.15% Increased
1948
Woodmont Investment Counsel
Woodmont Investment Counsel
Tennessee
$10M $0 6 2.92% Maintained
1949
Baker Ellis Asset Management
Baker Ellis Asset Management
Washington
$10M +$80.4K 5 2.85% Increased
1950
K.J. Harrison & Partners
K.J. Harrison & Partners
Ontario, Canada
$10M +$139K 6 4.09% Increased