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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
SeaBridge Investment Advisors
SeaBridge Investment Advisors
New Jersey
$44.6M +$1.32M 8 11.76% Increased
2052
Sigma Investment Counselors
Sigma Investment Counselors
Michigan
$44.6M -$2.97M 6 2.87% Reduced
2053
Inscription Capital
Inscription Capital
Texas
$44.6M +$9.11M 7 7.34% Increased
2054
Alpha Omega Wealth Management
Alpha Omega Wealth Management
Virginia
$44.5M -$1.44M 7 8.27% Reduced
2055
Edgestream Partners
Edgestream Partners
New Jersey
$44.5M +$18.6M 11 2.22% Increased
2056
Trivium Point Advisory
Trivium Point Advisory
Connecticut
$44.5M +$2.68M 8 9.58% Increased
2057
CNBTD
Citizens National Bank Trust Department
Mississippi
$44.5M +$243K 6 10.32% Increased
2058
Wittenberg Investment Management
Wittenberg Investment Management
Massachusetts
$44.4M -$3.6M 4 15.15% Reduced
2059
Mirabaud Asset Management
Mirabaud Asset Management
United Kingdom
$44.4M -$1.18M 4 17.95% Reduced
2060
Kercheville Advisors
Kercheville Advisors
Texas
$44.3M +$1.32M 5 20.91% Increased
2061
TwinBeech Capital
TwinBeech Capital
New York
$44.2M -$25.9M 9 0.91% Reduced
2062
VST
Van Strum & Towne
California
$44.2M -$1M 5 16.16% Reduced
2063
Georgetown University
Georgetown University
District of Columbia
$44.2M +$116K 4 14.14% Increased
2064
Peachtree Investment Partners
Peachtree Investment Partners
Florida
$44.2M +$112K 4 17.85% Increased
2065
Readystate Asset Management
Readystate Asset Management
Illinois
$44.1M +$22.4M 5 0.62% Increased
2066
Zhang Financial
Zhang Financial
Michigan
$44.1M +$1.97M 6 3.27% Increased
2067
STF Management
STF Management
Texas
$44M -$522K 5 19.1% Reduced
2068
Scholtz & Company
Scholtz & Company
Connecticut
$44M +$2.8M 3 19.43% Increased
2069
Roberts Wealth Advisors
Roberts Wealth Advisors
California
$44M -$281K 7 16.45% Reduced
2070
Alpine Woods Capital Investors
Alpine Woods Capital Investors
New York
$44M -$28.4M 7 8.74% Reduced
2071
MJP
Michael J. Puzo
$43.8M +$2.48M 4 12.14% Increased
2072
1834 Investment Advisors
1834 Investment Advisors
Wisconsin
$43.8M -$4.55M 7 5.2% Reduced
2073
Kavar Capital Partners Group
Kavar Capital Partners Group
Kansas
$43.7M -$21.1M 5 8.06% Reduced
2074
Sierra Summit Advisors
Sierra Summit Advisors
Nevada
$43.6M -$6.62M 8 11.87% Reduced
2075
Guardian Capital Advisors (Canada)
Guardian Capital Advisors (Canada)
Ontario, Canada
$43.6M -$2.07M 5 4.7% Reduced