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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
2051
Atomi Financial Group
Atomi Financial Group
New York
$39.6M +$20M 10 5.48% Increased
2052
SSI
Scott & Selber Inc
Texas
$39.6M -$402K 4 14.86% Reduced
2053
Quantbot Technologies
Quantbot Technologies
New York
$39.5M +$11.9M 12 2.3% Increased
2054
Principal Street Partners
Principal Street Partners
Tennessee
$39.5M -$2.32M 6 9.54% Reduced
2055
Whitford Management
Whitford Management
New York
$39.4M +$37.1M 3 15.47% New
2056
Mayflower Financial Advisors
Mayflower Financial Advisors
Massachusetts
$39.3M -$440K 8 5.43% Reduced
2057
CNBTD
Citizens National Bank Trust Department
Mississippi
$39.3M +$452K 6 9.97% Increased
2058
Weik Capital Management
Weik Capital Management
Pennsylvania
$39.3M -$617K 5 18.15% Reduced
2059
Vishria Bird Financial Group
Vishria Bird Financial Group
Tennessee
$39.2M -$770K 5 18.55% Reduced
2060
Blue Trust Inc
Blue Trust Inc
Georgia
$39.1M -$5.21M 25 0.63% Reduced
2061
Peachtree Investment Partners
Peachtree Investment Partners
Florida
$39.1M +$1.83M 4 16.04% Increased
2062
CM
Conifer Management
New York
$39.1M $0 1 3.79% Maintained
2063
Xcel Wealth Management
Xcel Wealth Management
Florida
$39M -$1.23M 6 13.69% Reduced
2064
Renaissance Investment Group
Renaissance Investment Group
Massachusetts
$39M -$235K 5 9.71% Reduced
2065
Wealth Alliance
Wealth Alliance
New York
$38.9M +$254K 8 5.46% Increased
2066
Heirloom Wealth Management
Heirloom Wealth Management
Colorado
$38.9M +$811K 3 14.94% Increased
2067
SeaBridge Investment Advisors
SeaBridge Investment Advisors
New Jersey
$38.9M +$1.17M 8 11.31% Increased
2068
Novo Holdings A/S
Novo Holdings A/S
Denmark
$38.8M $0 1 2.4% Maintained
2069
Field & Main Bank
Field & Main Bank
Kentucky
$38.8M +$91.4K 7 16.41% Increased
2070
SWK
Stephen W. Kidder
$38.8M -$221K 4 12.5% Reduced
2071
Pentwater Capital Management
Pentwater Capital Management
Florida
$38.8M -$654M 1 0.43% Reduced
2072
Personal CFO Solutions
Personal CFO Solutions
New Jersey
$38.7M +$2.26M 8 6.71% Increased
2073
Advisornet Financial
Advisornet Financial
Minnesota
$38.7M +$1.34M 25 3.56% Increased
2074
Stonebridge Capital Management
Stonebridge Capital Management
California
$38.6M -$27.3K 6 18.81% Reduced
2075
Sandler Capital Management
Sandler Capital Management
New York
$38.5M -$22.5M 4 3.19% Reduced