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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
First Interstate Bank
First Interstate Bank
Montana
$51.8M -$6.82M 6 3.14% Reduced
2077
Trust Point Inc
Trust Point Inc
Wisconsin
$51.7M +$3.14M 7 3.59% Increased
2078
Empyrean Capital Partners
Empyrean Capital Partners
California
$51.7M $0 1 2.36% Maintained
2079
Regal Investment Advisors
Regal Investment Advisors
Michigan
$51.6M -$4.12M 7 3.88% Reduced
2080
Convergence Investment Partners
Convergence Investment Partners
Florida
$51.5M +$1.88M 9 11.51% Increased
2081
Knuff & Co
Knuff & Co
California
$51.4M -$965K 7 15.63% Reduced
2082
Roberts Wealth Advisors
Roberts Wealth Advisors
California
$51.3M -$51K 7 15.59% Reduced
2083
Managed Asset Portfolios
Managed Asset Portfolios
Michigan
$51.3M +$4.21M 2 7.6% Increased
2084
Balboa Wealth Partners
Balboa Wealth Partners
Arizona
$51.2M -$2.81M 8 11.68% Reduced
2085
Grove Bank & Trust
Grove Bank & Trust
Florida
$51.2M +$1.02M 13 7.1% Increased
2086
Wellington Shields & Co
Wellington Shields & Co
New York
$51.1M -$669K 8 15.68% Reduced
2087
Privium Fund Management
Privium Fund Management
Netherlands
$51.1M -$11.6M 4 11.56% Reduced
2088
Chemistry Wealth Management
Chemistry Wealth Management
New York
$51M +$1.42M 6 11.96% Increased
2089
Sierra Summit Advisors
Sierra Summit Advisors
Nevada
$50.9M +$2.03M 8 10.23% Increased
2090
Kavar Capital Partners Group
Kavar Capital Partners Group
Kansas
$50.8M +$536K 6 8.59% Increased
2091
Providence Capital Advisors
Providence Capital Advisors
North Carolina
$50.8M -$9.7M 6 10.31% Reduced
2092
Decatur Capital Management
Decatur Capital Management
Georgia
$50.8M -$778K 3 23.16% Reduced
2093
Kercheville Advisors
Kercheville Advisors
Texas
$50.8M +$263K 5 19.72% Increased
2094
Sandbox Financial Partners
Sandbox Financial Partners
Maryland
$50.8M -$295K 6 16.93% Reduced
2095
BW Gestao de Investimentos
BW Gestao de Investimentos
Brazil
$50.7M -$4.54M 5 1.62% Reduced
2096
Evelyn Partners Asset Management
Evelyn Partners Asset Management
$50.6M +$48.6M 5 13.62% New
2097
Vestmark Advisory Solutions
Vestmark Advisory Solutions
Massachusetts
$50.6M +$7.07M 8 1.74% Increased
2098
Parkside Financial Bank & Trust
Parkside Financial Bank & Trust
Missouri
$50.5M +$2.36M 23 6.67% Increased
2099
Sirios Capital Management
Sirios Capital Management
Massachusetts
$50.5M -$1.02M 3 9.06% Reduced
2100
Noesis Capital Mangement
Noesis Capital Mangement
Florida
$50.4M +$1.48M 6 9.62% Increased