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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
2176
Augustine Asset Management
Augustine Asset Management
Florida
$11.5M -$2.7M 3 7.86% Reduced
2177
Stellar Capital Management
Stellar Capital Management
Arizona
$11.5M +$62.1K 5 9% Increased
2178
Kemper Corp Master Retirement Trust
Kemper Corp Master Retirement Trust
Illinois
$11.5M $0 2 8.19% Maintained
2179
Sensato Investors
Sensato Investors
California
$11.5M -$15M 3 3.05% Reduced
2180
Barry Investment Advisors
Barry Investment Advisors
Massachusetts
$11.5M -$335K 2 4.29% Reduced
2181
Laffer Tengler Investments
Laffer Tengler Investments
Tennessee
$11.4M $0 1 3.37% Maintained
2182
Bourgeon Capital Management
Bourgeon Capital Management
Connecticut
$11.4M -$3.93M 3 7.46% Reduced
2183
Gibraltar Capital Management
Gibraltar Capital Management
Oklahoma
$11.4M -$291K 2 12.08% Reduced
2184
Clearstead Trust
Clearstead Trust
Maine
$11.4M -$1.63M 7 10.6% Reduced
2185
Tandem Investment Advisors
Tandem Investment Advisors
South Carolina
$11.4M +$1.86M 2 2.95% Increased
2186
Mirador Capital Partners
Mirador Capital Partners
California
$11.4M +$2.32M 7 7.02% Increased
2187
LCP
Legacy Capital Partners
Wisconsin
$11.3M +$452K 6 6.01% Increased
2188
First National Bank & Trust Co of Newtown
First National Bank & Trust Co of Newtown
Pennsylvania
$11.3M -$334K 7 3.38% Reduced
2189
PT
Plimoth Trust
Massachusetts
$11.3M -$144K 6 4.18% Reduced
2190
Stockman Wealth Management
Stockman Wealth Management
Montana
$11.3M -$495K 5 5.42% Reduced
2191
Asset Dedication LLC
Asset Dedication LLC
California
$11.3M +$701K 9 4.65% Increased
2192
Stillwater Investment Management (Minnesota)
Stillwater Investment Management (Minnesota)
Minnesota
$11.3M -$197K 5 5.28% Reduced
2193
CWM
Cornerstone Wealth Management
Missouri
$11.3M +$12.1M 6 2.41% New
2194
SAM
Security Asset Management
New York
$11.3M +$61K 5 8.58% Increased
2195
O'Shaughnessy Asset Management
O'Shaughnessy Asset Management
Connecticut
$11.3M -$1.79M 6 0.29% Reduced
2196
Frisch Financial Group
Frisch Financial Group
New York
$11.3M +$12M 5 7.89% New
2197
Triangle Securities Wealth Management
Triangle Securities Wealth Management
North Carolina
$11.3M +$1.19M 6 6.64% Increased
2198
Perella Weinberg Partners Capital Management
Perella Weinberg Partners Capital Management
New York
$11.2M -$3.32M 1 0.7% Reduced
2199
Shelter Insurance Retirement Plan
Shelter Insurance Retirement Plan
Missouri
$11.2M -$903K 2 6.28% Reduced
2200
Harrington Investments
Harrington Investments
California
$11.2M -$163K 5 10.76% Reduced