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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
2151
FCA
Fortis Capital Advisors
Kansas
$60.3M +$4.67M 14 6.78% Increased
2152
OPW
Oxler Private Wealth
New York
$60.3M -$1.05M 5 17.22% Reduced
2153
SCM
Sone Capital Management
New York
$60.2M +$4.12M 3 4.59% Increased
2154
OA
Oxbow Advisors
Texas
$60.1M +$623K 6 4.89% Increased
2155
Quantbot Technologies
Quantbot Technologies
New York
$60.1M -$14.3M 25 2.37% Reduced
2156
DSC
Duncker Streett & Co
Missouri
$60.1M +$210K 9 10.17% Increased
2157
1C
111 Capital
France
$60M +$5.31M 10 10.31% Increased
2158
BRCM
Bright Rock Capital Management
Massachusetts
$60M -$5.67M 3 12.02% Reduced
2159
CCMINC
Cardinal Capital Management Inc (North Carolina)
North Carolina
$60M -$19.5K 5 7.26% Reduced
2160
ISB
Iowa State Bank
Iowa
$59.9M -$43.3K 5 10.02% Reduced
2161
AIA
AssuredPartners Investment Advisors
Florida
$59.9M +$3.24M 7 5.79% Increased
2162
RP
Rowlandmiller & Partners
Georgia
$59.8M +$1.24M 6 10.89% Increased
2163
QC
Quent Capital
New York
$59.7M +$900K 19 3.66% Increased
2164
BHB
Bank Hapoalim BM
Israel
$59.6M +$1.24M 8 3.96% Increased
2165
LCM
Lakewood Capital Management
New York
$59.5M +$1.93M 2 3.07% Increased
2166
MAWA
Moss Adams Wealth Advisors
Washington
$59.3M +$1.03M 10 3.71% Increased
2167
RZH
Relyea Zuckerberg Hanson
Connecticut
$59.3M +$4.87M 9 4.94% Increased
2168
NCGI
Next Century Growth Investors
Minnesota
$59.3M +$16.9M 6 3.14% Increased
2169
ECM
EMC Capital Management
Texas
$59.2M +$60.6M 8 23.39% New
2170
Intact Investment Management
Intact Investment Management
Quebec, Canada
$59.2M -$29.1M 5 1.68% Reduced
2171
FNB
Farmers National Bank
Kentucky
$59.1M +$773K 6 12.34% Increased
2172
RWA
Roberts Wealth Advisors
California
$59.1M -$689K 7 13.43% Reduced
2173
7CM
7G Capital Management
New York
$59M $0 1 26.97% Maintained
2174
BWS
Buck Wealth Strategies
Colorado
$58.9M +$136K 13 6.16% Increased
2175
VV
Verity & Verity
South Carolina
$58.9M +$703K 6 4.05% Increased