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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
2076
Stewart Asset Management
Stewart Asset Management
New York
$29.6M -$2.73M 4 18.95% Reduced
2077
Canvas Wealth Advisors
Canvas Wealth Advisors
Kansas
$29.6M +$27M 7 17.25% New
2078
Kelly Lawrence W & Associates
Kelly Lawrence W & Associates
California
$29.6M +$8.92M 6 7% Increased
2079
Perkins Coie Trust Company
Perkins Coie Trust Company
Washington
$29.6M +$1.54M 8 9.86% Increased
2080
Drexel Morgan & Co
Drexel Morgan & Co
Pennsylvania
$29.5M +$96.1K 4 7.48% Increased
2081
Jefferies Group
Jefferies Group
New York
$29.5M -$49.3M 13 0.26% Reduced
2082
Rollins Financial
Rollins Financial
Georgia
$29.5M +$2.43M 6 12.64% Increased
2083
Eudaimonia Partners
Eudaimonia Partners
Tennessee
$29.4M +$623K 18 6.11% Increased
2084
Azzad Asset Management
Azzad Asset Management
Virginia
$29.4M +$1.3M 6 4.87% Increased
2085
Cadence Bank
Cadence Bank
Mississippi
$29.4M -$904K 6 4.46% Reduced
2086
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors
Missouri
$29.4M -$15.4M 6 1.46% Reduced
2087
Optimal Asset Management
Optimal Asset Management
California
$29.4M +$11.1M 8 3.81% Increased
2088
AlphaCrest Capital Management
AlphaCrest Capital Management
New York
$29.3M -$6.44M 14 1.63% Reduced
2089
Landsberg Bennett & Dubbaneh
Landsberg Bennett & Dubbaneh
Florida
$29.3M -$21K 10 4.2% Reduced
2090
CNBTD
Citizens National Bank Trust Department
Mississippi
$29.3M +$825K 5 8.9% Increased
2091
CWM
Cornerstone Wealth Management
Missouri
$29.2M +$1.32M 8 3.46% Increased
2092
CBTWT
Community Bank & Trust (Waco, Texas)
Texas
$29.2M -$265K 6 9.9% Reduced
2093
PS
Portfolio Strategies
New York
$29.1M -$415K 4 6.08% Reduced
2094
Naples Global Advisors
Naples Global Advisors
Florida
$29.1M +$1.39M 7 4.42% Increased
2095
VDBMI
Van Den Berg Management I
Texas
$29.1M +$140K 3 6.35% Increased
2096
PDT Partners
PDT Partners
New York
$29M +$6.14M 10 2.09% Increased
2097
Fragasso Financial Advisors
Fragasso Financial Advisors
Pennsylvania
$29M +$1.42M 5 4.07% Increased
2098
Canal Insurance Company
Canal Insurance Company
South Carolina
$28.9M $0 2 11.07% Maintained
2099
Verdence Capital Advisors
Verdence Capital Advisors
Maryland
$28.9M +$778K 9 4.87% Increased
2100
Old Second National Bank of Aurora
Old Second National Bank of Aurora
Illinois
$28.9M -$938K 8 8.05% Reduced