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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
Mayflower Financial Advisors
Mayflower Financial Advisors
Massachusetts
$59M +$1.16M 9 7.13% Increased
2202
Boyd Watterson Asset Management
Boyd Watterson Asset Management
Ohio
$58.9M +$110K 9 17.01% Increased
2203
Myriad Asset Management Advisors
Myriad Asset Management Advisors
Florida
$58.9M +$58.8M 4 18.13% New
2204
Oarsman Capital
Oarsman Capital
Wisconsin
$58.8M +$1.79M 8 7.64% Increased
2205
L2 Asset Management
L2 Asset Management
Massachusetts
$58.8M +$1.18M 12 7.86% Increased
2206
Farmers National Bank
Farmers National Bank
Kentucky
$58.8M +$4.39M 6 13.12% Increased
2207
Consolidated Investment Group
Consolidated Investment Group
Colorado
$58.8M -$299K 5 7.03% Reduced
2208
Cape Cod Five Cents Savings Bank
Cape Cod Five Cents Savings Bank
Massachusetts
$58.8M $0 6 5.38% Maintained
2209
Sigma Investment Counselors
Sigma Investment Counselors
Michigan
$58.7M -$718K 7 2.98% Reduced
2210
Global Endowment Management
Global Endowment Management
North Carolina
$58.7M -$1.79M 3 7.33% Reduced
2211
McGuire Investment Group
McGuire Investment Group
Rhode Island
$58.7M -$268K 4 6.27% Reduced
2212
TC
Torno Capital
Massachusetts
$58.7M -$170M 1 5.96% Reduced
2213
LT
Legacy Trust
Michigan
$58.6M +$1.19M 6 10.96% Increased
2214
Invenomic Capital Management
Invenomic Capital Management
Massachusetts
$58.6M +$14.2M 1 2.73% Increased
2215
Heirloom Wealth Management
Heirloom Wealth Management
Colorado
$58.6M -$8.18M 4 13.54% Reduced
2216
Weik Capital Management
Weik Capital Management
Pennsylvania
$58.4M -$1.75M 5 21.88% Reduced
2217
Valmark Advisers
Valmark Advisers
Ohio
$58.4M -$142K 6 0.72% Reduced
2218
Quantbot Technologies
Quantbot Technologies
New York
$58.2M +$5.57M 15 1.94% Increased
2219
Avantax Planning Partners
Avantax Planning Partners
Iowa
$58.2M -$2.01M 8 1.63% Reduced
2220
Hunter Associates Investment Management
Hunter Associates Investment Management
Pennsylvania
$58.2M +$221K 6 7.78% Increased
2221
Light Street Capital Management
Light Street Capital Management
California
$58.1M -$54.5M 2 8.95% Reduced
2222
ECM
EMC Capital Management
Texas
$58M -$937K 10 25.75% Reduced
2223
Portolan Capital Management
Portolan Capital Management
Massachusetts
$57.9M +$32.6M 5 3.1% Increased
2224
One Wealth Capital Management
One Wealth Capital Management
Arizona
$57.7M +$818K 5 24.58% Increased
2225
KAS
Kemnay Advisory Services
New York
$57.7M -$4.56M 14 8.71% Reduced