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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
2701
Souders Financial Advisors
Souders Financial Advisors
Ohio
$16.2M +$2.81M 4 4.65% Increased
2702
IMA Advisory Services
IMA Advisory Services
Colorado
$16.2M +$4.31M 11 3.96% Increased
2703
Apella Capital
Apella Capital
Connecticut
$16.2M +$2.43M 6 1.93% Increased
2704
Brown, Lisle/Cummings
Brown, Lisle/Cummings
Rhode Island
$16.1M +$453K 10 8.93% Increased
2705
NWK Group
NWK Group
California
$16.1M -$2.79M 4 10.87% Reduced
2706
Investment Research & Advisory Group
Investment Research & Advisory Group
Georgia
$16.1M +$815K 6 11.66% Increased
2707
Lederer & Associates Investment Counsel
Lederer & Associates Investment Counsel
California
$16.1M -$609K 4 12.42% Reduced
2708
Evermay Wealth Management
Evermay Wealth Management
Virginia
$16.1M -$190K 13 3.13% Reduced
2709
MAM
Mystic Asset Management
Rhode Island
$16.1M +$792K 6 9.82% Increased
2710
Hikari Power
Hikari Power
Japan
$16.1M +$157K 1 1.72% Increased
2711
INVST
INVST
Indiana
$16.1M -$426K 7 2.49% Reduced
2712
Mivtachim The Workers Social Insurance Fund
Mivtachim The Workers Social Insurance Fund
Israel
$16.1M $0 1 0.72% Maintained
2713
Hennessy Advisors Inc
Hennessy Advisors Inc
California
$16.1M -$27.3K 2 0.96% Reduced
2714
Trust Company of Oklahoma
Trust Company of Oklahoma
Oklahoma
$16M -$1.41M 5 7.56% Reduced
2715
WrapManager Inc
WrapManager Inc
California
$16M +$222K 7 5.01% Increased
2716
Sutton Wealth Advisors
Sutton Wealth Advisors
Florida
$16M +$130K 16 6.36% Increased
2717
Patriot Financial Group Insurance Agency
Patriot Financial Group Insurance Agency
Massachusetts
$16M +$393K 23 3.25% Increased
2718
EGA
E&G Advisors
Texas
$16M -$847K 9 5.41% Reduced
2719
Alaska Permanent Fund
Alaska Permanent Fund
Alaska
$16M +$7.93M 9 0.23% Increased
2720
Redmond Asset Management
Redmond Asset Management
Virginia
$16M -$127K 6 5.73% Reduced
2721
Honeycomb Asset Management
Honeycomb Asset Management
New York
$15.9M -$18.8M 1 3.97% Reduced
2722
KPCB XV Associates
KPCB XV Associates
California
$15.9M $0 1 29.38% Maintained
2723
Edge Capital Group
Edge Capital Group
Georgia
$15.9M -$20.3M 8 1.38% Reduced
2724
Tsai Capital
Tsai Capital
New York
$15.9M +$340K 3 18.86% Increased
2725
Shelter Mutual Insurance
Shelter Mutual Insurance
Missouri
$15.9M $0 3 4.82% Maintained