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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
2676
Avalon Capital Management
Avalon Capital Management
California
$16.5M -$430K 4 15.31% Reduced
2677
Titus Wealth Management
Titus Wealth Management
California
$16.4M +$709K 8 9.6% Increased
2678
Martin & Co
Martin & Co
Tennessee
$16.4M -$1.69M 4 4.13% Reduced
2679
DLG
Daniel L. Goodwin
$16.4M -$4.99M 8 8.56% Reduced
2680
Stanley Capital Management
Stanley Capital Management
Texas
$16.4M +$5.5M 4 6.53% Increased
2681
Certuity
Certuity
Florida
$16.4M +$1.86M 9 4.4% Increased
2682
Southport Capital Management
Southport Capital Management
Tennessee
$16.4M +$5.55M 7 4.3% Increased
2683
RHDIC
R.H. Dinel Investment Counsel
California
$16.4M $0 2 12.5% Maintained
2684
Quattro Financial Advisors
Quattro Financial Advisors
Texas
$16.3M +$4.43M 4 3.71% Increased
2685
Bar Harbor Trust Services
Bar Harbor Trust Services
Maine
$16.3M +$298K 4 6% Increased
2686
Core Alternative Capital
Core Alternative Capital
Georgia
$16.3M -$1.17M 5 4.65% Reduced
2687
KMWM
Keudell/Morrison Wealth Management
Oregon
$16.3M +$746K 8 9.47% Increased
2688
Sage Rhino Capital
Sage Rhino Capital
California
$16.3M +$1.06M 8 5.35% Increased
2689
Farley Capital
Farley Capital
New York
$16.3M -$276K 2 15.92% Reduced
2690
CMANY
Capital Management Associates (New York)
New York
$16.3M -$1.86M 5 16.74% Reduced
2691
Clarity Wealth Advisors
Clarity Wealth Advisors
California
$16.3M -$324K 6 9.27% Reduced
2692
Redmond Asset Management
Redmond Asset Management
Virginia
$16.2M -$33.9K 5 5.05% Reduced
2693
Trinity Legacy Partners
Trinity Legacy Partners
Texas
$16.2M +$2.74M 5 6.47% Increased
2694
Tandem Capital Management
Tandem Capital Management
New Jersey
$16.2M -$35.1K 5 11.21% Reduced
2695
CNB Bank
CNB Bank
Pennsylvania
$16.2M +$315K 9 11.21% Increased
2696
Essex Savings Bank
Essex Savings Bank
Connecticut
$16.2M -$323K 7 7.08% Reduced
2697
St. Denis J. Villere & Co
St. Denis J. Villere & Co
Louisiana
$16.2M +$110K 2 0.88% Increased
2698
Kapitalo Investimentos
Kapitalo Investimentos
Brazil
$16.2M +$8.85M 3 17.75% Increased
2699
Central Asset Investments & Management Holdings
Central Asset Investments & Management Holdings
Hong Kong
$16.1M +$10.7M 4 9.29% Increased
2700
Sterling Investment Management
Sterling Investment Management
Arizona
$16.1M -$114K 3 11.01% Reduced