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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
VST
Van Strum & Towne
California
$47.6M +$76.3K 5 17.29% Increased
2077
Alpine Investment Management
Alpine Investment Management
Hong Kong
$47.5M -$31.8M 1 6.34% Reduced
2078
Decatur Capital Management
Decatur Capital Management
Georgia
$47.5M +$657K 3 23.03% Increased
2079
Oxler Private Wealth
Oxler Private Wealth
New York
$47.4M -$412K 5 17.56% Reduced
2080
Iowa State Bank
Iowa State Bank
Iowa
$47.4M +$555K 5 10.48% Increased
2081
Grove Bank & Trust
Grove Bank & Trust
Florida
$47.3M +$320K 10 7.59% Increased
2082
L.J. Altfest & Co
L.J. Altfest & Co
New York
$47.3M -$1.21M 7 6.46% Reduced
2083
SF
Symphony Financial
Texas
$47.2M +$7.61M 5 8.62% Increased
2084
River Global Investors
River Global Investors
United Kingdom
$47.1M -$1.18M 10 12.95% Reduced
2085
Jackson Hole Capital Partners
Jackson Hole Capital Partners
Oklahoma
$47.1M -$551K 7 10.22% Reduced
2086
Cutler Investment Counsel
Cutler Investment Counsel
Oregon
$47M -$389K 5 6.4% Reduced
2087
Clearstead Trust
Clearstead Trust
Maine
$47M -$396K 6 11.69% Reduced
2088
Heirloom Wealth Management
Heirloom Wealth Management
Colorado
$47M -$374K 3 15.22% Reduced
2089
Weik Capital Management
Weik Capital Management
Pennsylvania
$47M -$876K 5 20.09% Reduced
2090
Stonebridge Capital Management
Stonebridge Capital Management
California
$47M -$282K 6 20.03% Reduced
2091
NWF Advisory Services
NWF Advisory Services
California
$46.9M +$1.67M 8 7.46% Increased
2092
Polaris Capital Management
Polaris Capital Management
Massachusetts
$46.9M -$1.69M 1 2.51% Reduced
2093
Bell Bank
Bell Bank
North Dakota
$46.9M -$4.04M 6 3.94% Reduced
2094
BNC Wealth Management
BNC Wealth Management
Oregon
$46.9M +$5.83M 5 17.4% Increased
2095
Delta Investment Management
Delta Investment Management
California
$46.9M +$1.22M 6 10.34% Increased
2096
Trust Point Inc
Trust Point Inc
Wisconsin
$46.8M -$2.31M 6 3.76% Reduced
2097
LFCM
Long Focus Capital Management
Puerto Rico
$46.8M -$5.21M 2 1.79% Reduced
2098
Northwest Capital Management
Northwest Capital Management
Oregon
$46.7M -$3.39M 9 17.06% Reduced
2099
Lakeside Advisors
Lakeside Advisors
Washington
$46.7M -$819K 4 30.34% Reduced
2100
Guardian Capital Advisors (Canada)
Guardian Capital Advisors (Canada)
Ontario, Canada
$46.7M -$3.37M 5 4.97% Reduced