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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
1WCM
12 West Capital Management
New York
$32.3M $0 1 3.42% Maintained
2677
Capital Planning
Capital Planning
Washington
$32.3M -$5.77M 5 10.15% Reduced
2678
Coppell Advisory Solutions
Coppell Advisory Solutions
Texas
$32.3M +$16.2M 7 3.83% Increased
2679
Seneca House Advisors
Seneca House Advisors
Virginia
$32.3M +$1.77M 5 13.72% Increased
2680
New Millennium Group
New Millennium Group
Utah
$32.3M +$3.73M 10 17.87% Increased
2681
Financial Strategies Group
Financial Strategies Group
Michigan
$32.3M +$1.88M 4 6.73% Increased
2682
ITIM
Indiana Trust & Investment Management
Indiana
$32.2M +$404K 10 10.66% Increased
2683
Kesler Norman & Wride
Kesler Norman & Wride
Utah
$32.2M +$475K 8 5.72% Increased
2684
BE
Bonness Enterprises
District of Columbia
$32.2M $0 4 10.54% Maintained
2685
SL
Siren LLC
Connecticut
$32.2M -$9.39M 4 1.67% Reduced
2686
Buttonwood Financial Advisors
Buttonwood Financial Advisors
Maryland
$32.2M +$696K 5 12.91% Increased
2687
Drive Wealth Management
Drive Wealth Management
Utah
$32.2M +$847K 6 7.05% Increased
2688
WA
WealthTrust Axiom
Pennsylvania
$32.1M -$2.35M 6 9.45% Reduced
2689
Finer Wealth Management
Finer Wealth Management
Massachusetts
$32.1M -$95.6K 5 17.17% Reduced
2690
Spirit of America Management Corp
Spirit of America Management Corp
New York
$32.1M +$124K 7 6.69% Increased
2691
Unison Asset Management
Unison Asset Management
Florida
$32.1M +$656K 5 16.16% Increased
2692
Game Plan Financial Advisors
Game Plan Financial Advisors
Ohio
$32.1M +$979K 9 14.01% Increased
2693
Advisory Research
Advisory Research
Illinois
$32M +$6.86M 4 4.92% Increased
2694
FCG Investment Company
FCG Investment Company
Tennessee
$32M +$855K 4 16.69% Increased
2695
Long Corridor Asset Management
Long Corridor Asset Management
Hong Kong
$32M +$11.5M 2 11.53% Increased
2696
GKV Capital Management
GKV Capital Management
California
$32M -$3M 6 14.13% Reduced
2697
Consolidated Planning Corp
Consolidated Planning Corp
Georgia
$31.9M -$11.2M 5 4.01% Reduced
2698
Morton Capital Management
Morton Capital Management
California
$31.9M +$734K 7 5.66% Increased
2699
HP
Hound Partners
New York
$31.9M -$2.51M 2 4.31% Reduced
2700
Annandale Capital
Annandale Capital
Texas
$31.9M -$11.4M 4 2.41% Reduced