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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
2451
Union Heritage Capital
Union Heritage Capital
Michigan
$47.4M -$1.02M 5 16.04% Reduced
2452
Kozak & Associates
Kozak & Associates
Colorado
$47.2M -$2.36M 11 9.12% Reduced
2453
Childress Capital Advisors
Childress Capital Advisors
Texas
$47.2M +$3.59M 8 7.57% Increased
2454
LCS
Luma Capital SA
$47.1M +$45.7M 4 44.23% New
2455
Freshford Capital Management
Freshford Capital Management
New York
$47.1M +$1.21M 2 18.91% Increased
2456
Knightsbridge Asset Management
Knightsbridge Asset Management
California
$47M -$3.51K 7 7.58% Reduced
2457
Blume Capital Management
Blume Capital Management
California
$47M -$3.07M 8 8.54% Reduced
2458
Evelyn Partners Asset Management
Evelyn Partners Asset Management
$46.9M -$13.7M 6 11.01% Reduced
2459
Essex LLC
Essex LLC
Illinois
$46.7M +$1.28M 8 8.28% Increased
2460
Game Creek Capital
Game Creek Capital
Massachusetts
$46.7M -$1.61M 7 15.43% Reduced
2461
Okabena Investment Services
Okabena Investment Services
Minnesota
$46.7M +$6.82M 6 8.9% Increased
2462
1834 Investment Advisors
1834 Investment Advisors
Wisconsin
$46.6M -$1.66M 6 5.85% Reduced
2463
Hingham Institution for Savings
Hingham Institution for Savings
Massachusetts
$46.6M +$42.6M 1 38.2% New
2464
Bank of New Hampshire
Bank of New Hampshire
New Hampshire
$46.6M -$614K 9 10.47% Reduced
2465
Berkshire Bank
Berkshire Bank
Massachusetts
$46.6M -$1.73M 6 9.45% Reduced
2466
Founders Financial Securities
Founders Financial Securities
Maryland
$46.5M +$4.44M 8 2.74% Increased
2467
Quadcap Wealth Management
Quadcap Wealth Management
Texas
$46.5M +$4.96K 7 5.32% Increased
2468
Artemis Wealth Advisors
Artemis Wealth Advisors
New York
$46.5M -$4.31M 4 6.69% Reduced
2469
Concord Wealth Partners
Concord Wealth Partners
Virginia
$46.5M +$2.15M 15 6.04% Increased
2470
Brady Family Wealth
Brady Family Wealth
Missouri
$46.5M -$1.53M 5 14.34% Reduced
2471
Paragon Capital Management (Colorado)
Paragon Capital Management (Colorado)
Colorado
$46.4M -$8.95M 7 9.24% Reduced
2472
Fortis Capital Advisors
Fortis Capital Advisors
Kansas
$46.4M +$2.47M 13 6.85% Increased
2473
Tempo Wealth
Tempo Wealth
Ohio
$46.4M +$45.3M 6 8.26% New
2474
MSA Advisors
MSA Advisors
California
$46.4M -$2.83M 3 11.61% Reduced
2475
Main Street Financial Solutions
Main Street Financial Solutions
Pennsylvania
$46.3M -$32.1M 8 3.47% Reduced