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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
2426
Morris Capital Advisors
Morris Capital Advisors
Pennsylvania
$27.3M -$337K 6 20.04% Reduced
2427
PIG
Pantheon Investment Group
California
$27.2M +$820K 5 21.4% Increased
2428
TCI Wealth Advisors
TCI Wealth Advisors
Arizona
$27.2M -$10M 22 4.03% Reduced
2429
SXL
Summit X LLC
Missouri
$27.2M -$499K 7 6.34% Reduced
2430
GIM
Greylin Investment Management
Virginia
$27.2M -$7.82M 4 5.13% Reduced
2431
GoodHaven Capital Management
GoodHaven Capital Management
New Jersey
$27.2M +$361K 3 15.89% Increased
2432
IMOV
Investment Management of Virginia
Virginia
$27.2M +$6.67M 6 4.38% Increased
2433
Oliver Lagore Vanvalin Investment Group
Oliver Lagore Vanvalin Investment Group
Michigan
$27.2M +$28M 2 1.95% New
2434
Northwest Bancshares
Northwest Bancshares
Pennsylvania
$27.1M -$1.94M 6 5.33% Reduced
2435
Bell Bank
Bell Bank
North Dakota
$27.1M +$2.75M 8 3.09% Increased
2436
Lincoln Capital Corp
Lincoln Capital Corp
Rhode Island
$27.1M +$279K 5 13.04% Increased
2437
McGuire Investment Group
McGuire Investment Group
Rhode Island
$27.1M -$413K 6 4.46% Reduced
2438
Clearstead Trust
Clearstead Trust
Maine
$27.1M -$222K 5 15.98% Reduced
2439
Bensler
Bensler
Washington
$27.1M +$26.6M 4 7.54% New
2440
L.J. Altfest & Co
L.J. Altfest & Co
New York
$27.1M -$38.6K 7 5.17% Reduced
2441
LCP
Legacy Capital Partners
Wisconsin
$27.1M -$213K 4 8.76% Reduced
2442
SC
Sawyer & Company
Massachusetts
$27M -$78.1K 10 11.67% Reduced
2443
HCM
Helios Capital Management
Singapore
$27M +$27.3M 6 24.45% New
2444
JT Stratford LLC
JT Stratford LLC
Georgia
$27M +$935K 4 7.39% Increased
2445
Gemsstock Ltd
Gemsstock Ltd
United Kingdom
$27M -$21M 2 10.36% Reduced
2446
SM
Sabby Management
Florida
$27M +$282K 2 3.92% Increased
2447
EIM
Ervin Investment Management
Washington
$27M +$26.4M 4 21.55% New
2448
Cardinal Capital Management Inc (Canada)
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$26.9M +$28.6K 1 1.25% Increased
2449
Cincinnati Casualty Company
Cincinnati Casualty Company
Ohio
$26.9M $0 1 14.43% Maintained
2450
Regent Peak Wealth Advisors
Regent Peak Wealth Advisors
Georgia
$26.9M +$817K 8 7.32% Increased