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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
2201
Camden National Bank
Camden National Bank
Maine
$31M +$1.48M 6 5.62% Increased
2202
SRFM
Shannon River Fund Management
New York
$31M -$5.76M 1 3.44% Reduced
2203
Covea Finance
Covea Finance
France
$31M -$3.81M 2 3.4% Reduced
2204
Trust Company of Kansas
Trust Company of Kansas
Kansas
$31M -$344K 5 16.6% Reduced
2205
AAM
Autus Asset Management
Arizona
$31M -$10.9M 5 4.64% Reduced
2206
Sunbelt Securities
Sunbelt Securities
Texas
$30.9M -$406K 8 5.65% Reduced
2207
Security National Bank
Security National Bank
Nebraska
$30.8M -$354K 5 7.05% Reduced
2208
White Pine Investment Company
White Pine Investment Company
Michigan
$30.8M +$561K 4 10.46% Increased
2209
AC
AMS Capital
Brazil
$30.7M -$88.5M 5 11.57% Reduced
2210
Sargent Investment Group
Sargent Investment Group
Maryland
$30.7M +$1.4M 6 7.73% Increased
2211
Destiny Wealth Partners
Destiny Wealth Partners
Florida
$30.6M +$1.24M 11 5.95% Increased
2212
Bishop Rock Capital
Bishop Rock Capital
New York
$30.6M -$4.46M 2 12.12% Reduced
2213
Harber Asset Management
Harber Asset Management
North Carolina
$30.5M -$5.57M 3 7.8% Reduced
2214
Beech Hill Advisors
Beech Hill Advisors
New York
$30.5M -$2.37M 7 12.43% Reduced
2215
TRUE Private Wealth Advisors
TRUE Private Wealth Advisors
Oregon
$30.4M +$1.13M 7 4.28% Increased
2216
Easterly Investment Partners
Easterly Investment Partners
Massachusetts
$30.4M -$11.7M 3 2.3% Reduced
2217
DT Investment Partners
DT Investment Partners
Pennsylvania
$30.4M +$9.42M 6 3.92% Increased
2218
Keeler Thomas Management
Keeler Thomas Management
Utah
$30.3M +$1.24M 4 14.54% Increased
2219
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$30.1M -$14.9M 4 14.24% Reduced
2220
Boyd Watterson Asset Management
Boyd Watterson Asset Management
Ohio
$30.1M +$1.34M 5 11% Increased
2221
Shepherd Financial Partners
Shepherd Financial Partners
Massachusetts
$30.1M +$619K 5 5.38% Increased
2222
Chronos Wealth Management
Chronos Wealth Management
Florida
$30.1M +$201K 4 19.16% Increased
2223
RiverFront Investment Group
RiverFront Investment Group
Virginia
$30.1M +$4.28M 1 0.96% Increased
2224
Frank Rimerman Advisors
Frank Rimerman Advisors
California
$30.1M +$1.33M 6 9.63% Increased
2225
Buckhead Capital Management
Buckhead Capital Management
Georgia
$30.1M +$1.42M 5 6.5% Increased