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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
2626
LWMM
Legacy Wealth Management (Mississippi)
Mississippi
$24.5M -$247K 4 11.83% Reduced
2627
American Trust
American Trust
Kentucky
$24.5M -$1.09M 7 1.81% Reduced
2628
Capital Insight Partners
Capital Insight Partners
Arizona
$24.5M +$404K 6 5.02% Increased
2629
HBW Advisory Services
HBW Advisory Services
California
$24.5M -$211K 7 4.58% Reduced
2630
Brown Miller Wealth Management
Brown Miller Wealth Management
Virginia
$24.5M +$689K 6 12.25% Increased
2631
Gilliland Jeter Wealth Management
Gilliland Jeter Wealth Management
Arkansas
$24.5M +$23.2M 7 10.14% New
2632
CI
Carroll Investors
South Carolina
$24.5M -$720K 4 20.33% Reduced
2633
Firetrail Investments
Firetrail Investments
Australia
$24.5M +$21.4M 2 18.05% New
2634
Hudson Value Partners
Hudson Value Partners
Florida
$24.5M +$183K 4 11.39% Increased
2635
RHDIC
R.H. Dinel Investment Counsel
California
$24.5M -$227K 2 16.73% Reduced
2636
White Pine Capital
White Pine Capital
Minnesota
$24.5M -$1.48M 6 9.43% Reduced
2637
WA1
Wimmer Associates 1
California
$24.5M +$180K 5 13.8% Increased
2638
Smith, Moore & Co
Smith, Moore & Co
Missouri
$24.5M +$311K 7 2.88% Increased
2639
Advisory Research
Advisory Research
Illinois
$24.5M -$8.91M 8 3.77% Reduced
2640
Pathway Capital Management
Pathway Capital Management
California
$24.4M +$21.3M 2 27.31% New
2641
Cardinal Capital Management Inc (Canada)
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$24.4M -$10.4M 2 1.16% Reduced
2642
Pictet Bank & Trust
Pictet Bank & Trust
Bahamas
$24.4M -$1.05M 4 24.7% Reduced
2643
WA
WealthTrust Axiom
Pennsylvania
$24.4M +$19.5K 7 8.14% Increased
2644
Shorepoint Capital Partners
Shorepoint Capital Partners
Massachusetts
$24.3M +$2.25M 5 6.53% Increased
2645
Empire Financial Management Company
Empire Financial Management Company
New York
$24.3M -$119K 5 9.52% Reduced
2646
HA
Hamel Associates
New Jersey
$24.3M -$100K 5 8.57% Reduced
2647
Cota Capital Management
Cota Capital Management
California
$24.3M -$3.49M 1 10.13% Reduced
2648
Blue Zone Wealth Advisors
Blue Zone Wealth Advisors
California
$24.3M -$48.5K 6 9.7% Reduced
2649
Gilman Hill Asset Management
Gilman Hill Asset Management
Connecticut
$24.3M -$1.17M 5 4.51% Reduced
2650
New Age Alpha Advisors
New Age Alpha Advisors
New York
$24.3M +$23.1M 4 18.08% New