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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
2126
Stonebridge Capital Management
Stonebridge Capital Management
California
$42.3M -$2.59M 6 18.28% Reduced
2127
Hanson & Doremus Investment Management
Hanson & Doremus Investment Management
Vermont
$42.3M +$3.16M 9 6.17% Increased
2128
Nicolet Advisory Services
Nicolet Advisory Services
Wisconsin
$42.2M +$1.38M 6 4.19% Increased
2129
Wealth Alliance
Wealth Alliance
New York
$42.2M +$746K 8 5.11% Increased
2130
Financial Partners Group (Kansas)
Financial Partners Group (Kansas)
Kansas
$42.2M +$312K 5 6.51% Increased
2131
Cutler Investment Counsel
Cutler Investment Counsel
Oregon
$42.1M -$842K 5 5.06% Reduced
2132
Oxler Private Wealth
Oxler Private Wealth
New York
$42.1M -$526K 5 14.79% Reduced
2133
City of London Investment Management
City of London Investment Management
United Kingdom
$42.1M +$8.04M 3 4.5% Increased
2134
Guardian Partners
Guardian Partners
Canada
$42M -$4.12M 5 4.34% Reduced
2135
Accent Capital Management
Accent Capital Management
Ohio
$42M +$626K 7 24.28% Increased
2136
Wells Trecaso Financial Group
Wells Trecaso Financial Group
Ohio
$42M +$311K 5 14.01% Increased
2137
Bay Colony Advisors
Bay Colony Advisors
Massachusetts
$42M +$310K 7 6.4% Increased
2138
Grafton Street Partners
Grafton Street Partners
Florida
$41.9M +$7.71M 4 32.2% Increased
2139
VARA
Value Aligned Research Advisors
New Jersey
$41.9M +$46.1M 6 3.05% Increased
2140
BFSG LLC
BFSG LLC
California
$41.8M -$2.13M 9 5.09% Reduced
2141
Wilsey Asset Management
Wilsey Asset Management
California
$41.8M -$22K 1 8.38% Reduced
2142
Orion Investment Company
Orion Investment Company
Missouri
$41.8M +$101K 4 17.09% Increased
2143
Park Presidio Capital
Park Presidio Capital
California
$41.7M -$11.5M 1 10.46% Reduced
2144
Edgestream Partners
Edgestream Partners
New Jersey
$41.7M +$1.79M 7 1.42% Increased
2145
Continuum Advisory
Continuum Advisory
Idaho
$41.6M -$201K 21 5.36% Reduced
2146
Canal Insurance Company
Canal Insurance Company
South Carolina
$41.6M $0 2 9.8% Maintained
2147
Destiny Wealth Partners
Destiny Wealth Partners
Florida
$41.5M +$965K 4 6.58% Increased
2148
RA
Rovida Advisors
Florida
$41.4M +$15.3M 2 31.02% Increased
2149
Banque de Luxembourg
Banque de Luxembourg
Luxembourg
$41.4M -$1.18M 4 23.69% Reduced
2150
FACT Capital
FACT Capital
New York
$41.4M -$5.03M 3 19.65% Reduced