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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
2601
Nadler Financial Group
Nadler Financial Group
Illinois
$28M +$2.49K 6 3.45% Increased
2602
Wambolt & Associates
Wambolt & Associates
Colorado
$28M +$6.44M 6 8.37% Increased
2603
F/M Investments
F/M Investments
District of Columbia
$27.9M -$244K 6 18.86% Reduced
2604
TWP
Tyche Wealth Partners
Texas
$27.9M -$3.73M 6 6.83% Reduced
2605
Westend Capital Management
Westend Capital Management
California
$27.9M +$26.4M 7 10.82% New
2606
Allred Capital Management
Allred Capital Management
Texas
$27.9M +$886K 6 10.89% Increased
2607
Westwood Wealth Management
Westwood Wealth Management
California
$27.9M +$10.7M 4 13.63% Increased
2608
Apella Capital
Apella Capital
Connecticut
$27.8M -$4.74M 6 1.4% Reduced
2609
Umpqua Bank
Umpqua Bank
Oregon
$27.8M +$26.4M 6 11.4% New
2610
Sivia Capital Partners
Sivia Capital Partners
California
$27.8M +$637K 7 18.88% Increased
2611
Allied Investment Advisors
Allied Investment Advisors
Montana
$27.8M -$83.7K 4 6.7% Reduced
2612
RHDIC
R.H. Dinel Investment Counsel
California
$27.8M $0 2 17.75% Maintained
2613
Brown Miller Wealth Management
Brown Miller Wealth Management
Virginia
$27.7M +$513K 6 12.23% Increased
2614
Smith, Moore & Co
Smith, Moore & Co
Missouri
$27.7M -$53.8K 7 2.95% Reduced
2615
Strategic Vision Investment
Strategic Vision Investment
Hong Kong
$27.7M -$6.27M 3 11.85% Reduced
2616
Trust Company of Kansas
Trust Company of Kansas
Kansas
$27.6M -$227K 5 15.07% Reduced
2617
Legacy CG
Legacy CG
Texas
$27.6M +$42.9K 4 10.02% Increased
2618
Taika Capital
Taika Capital
Florida
$27.6M -$6.98M 3 14.23% Reduced
2619
WHGC
Wealth High Governance Capital
Brazil
$27.6M +$29.4M 3 6.17% New
2620
Hussman Strategic Advisors
Hussman Strategic Advisors
Maryland
$27.6M -$310K 10 6.42% Reduced
2621
DLK Investment Management
DLK Investment Management
California
$27.6M +$52.2K 6 11.72% Increased
2622
Chatham Capital Group
Chatham Capital Group
Georgia
$27.6M +$528K 6 5.06% Increased
2623
WA1
Wimmer Associates 1
California
$27.6M +$217K 6 14.5% Increased
2624
Mathes Company
Mathes Company
New York
$27.6M -$531K 4 10.33% Reduced
2625
Copeland Capital Management
Copeland Capital Management
Pennsylvania
$27.5M +$1.97M 1 0.5% Increased