← All themes

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
2601
Krilogy Financial
Krilogy Financial
Missouri
$5.39M +$18.1K 9 1.3% Increased
2602
SJIM
St. Johns Investment Management
Florida
$5.35M -$267K 5 3.94% Reduced
2603
BA
Bennicas & Associates
California
$5.35M -$421K 3 4.66% Reduced
2604
BCP
Blackhawk Capital Partners
Wisconsin
$5.35M +$5.12M 7 4.62% New
2605
RAG
Roof Advisory Group
Pennsylvania
$5.33M +$5.11M 1 3.03% New
2606
Bedel Financial Consulting
Bedel Financial Consulting
Indiana
$5.31M +$5.16M 6 4.78% New
2607
HCM
HMS Capital Management
Tennessee
$5.3M +$81.3K 4 3.95% Increased
2608
Knights of Columbus Asset Advisors
Knights of Columbus Asset Advisors
Connecticut
$5.3M +$114K 1 3.42% Increased
2609
Ashford Capital Management
Ashford Capital Management
Delaware
$5.3M -$6.86K 4 0.82% Reduced
2610
FCM
Force Capital Management
New York
$5.27M +$1.03M 1 5.48% Increased
2611
RHAM
Round Hill Asset Management
California
$5.27M -$609K 2 2.99% Reduced
2612
NERM
New England Research & Management
Illinois
$5.24M +$1.04M 6 3.75% Increased
2613
Balentine LLC
Balentine LLC
Georgia
$5.22M +$7.52K 7 0.41% Increased
2614
GMA
Goldstein Munger & Associates
California
$5.22M +$260K 3 2.23% Increased
2615
Drexel Morgan & Co
Drexel Morgan & Co
Pennsylvania
$5.22M +$5.92K 4 5.06% Increased
2616
LC
LCNB Corp
Ohio
$5.21M -$66.2K 5 4.59% Reduced
2617
PCAP
Pratt Collard Advisory Partners
New York
$5.21M +$5.05M 5 4.29% New
2618
VFM
Viking Fund Management
North Dakota
$5.2M $0 2 0.85% Maintained
2619
CI
Caerus Investors
New York
$5.2M +$5.05M 2 3.8% New
2620
NWP
Northstar Wealth Partners
Connecticut
$5.2M +$47.3K 5 4.62% Increased
2621
RPg Family Wealth Advisory
RPg Family Wealth Advisory
Massachusetts
$5.2M -$94.1K 6 4.4% Reduced
2622
WCM
Wunderlich Capital Managemnt
Tennessee
$5.19M +$64.7K 3 3.6% Increased
2623
FRA
Front Row Advisors
California
$5.19M +$5.05M 9 4.13% New
2624
Smith, Moore & Co
Smith, Moore & Co
Missouri
$5.18M -$317K 8 1.4% Reduced
2625
CCM
Coe Capital Management
Illinois
$5.16M $0 3 5.45% Maintained