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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
WA1
Wimmer Associates 1
California
$35.8M -$252K 6 17.19% Reduced
2702
KKM Financial
KKM Financial
Illinois
$35.7M +$3.49M 7 11.24% Increased
2703
Blue Edge Capital
Blue Edge Capital
Virginia
$35.7M -$1.08M 6 5.08% Reduced
2704
Old Point Trust & Financial Services N A
Old Point Trust & Financial Services N A
Virginia
$35.7M -$354K 8 11.53% Reduced
2705
Aventura Private Wealth
Aventura Private Wealth
Florida
$35.7M +$5.18M 17 13.15% Increased
2706
OneAscent Financial Services
OneAscent Financial Services
Alabama
$35.7M +$1.67M 6 2.37% Increased
2707
Finer Wealth Management
Finer Wealth Management
Massachusetts
$35.6M +$44K 5 17.74% Increased
2708
Kinsale Capital Group
Kinsale Capital Group
Virginia
$35.6M +$1.58M 2 6.5% Increased
2709
FCG Investment Company
FCG Investment Company
Tennessee
$35.6M +$637K 4 16.65% Increased
2710
Oxford Financial Group
Oxford Financial Group
Indiana
$35.6M +$2.11M 6 2.01% Increased
2711
Davidson Trust Company
Davidson Trust Company
Washington
$35.6M +$5.93M 6 14.68% Increased
2712
CGN Advisors
CGN Advisors
Kansas
$35.6M -$281K 6 2.92% Reduced
2713
FP
FFG Partners
Florida
$35.5M -$6.2M 4 9.62% Reduced
2714
Red Spruce Capital
Red Spruce Capital
Pennsylvania
$35.5M -$591K 6 14.47% Reduced
2715
Aprio Wealth Management
Aprio Wealth Management
Georgia
$35.5M +$5.04M 8 3.53% Increased
2716
PS
Pennant Select
New Jersey
$35.5M -$4.12M 3 22.3% Reduced
2717
1WCM
12 West Capital Management
New York
$35.4M $0 1 3.67% Maintained
2718
GKV Capital Management
GKV Capital Management
California
$35.4M -$975K 6 13.97% Reduced
2719
Capricorn Fund Managers
Capricorn Fund Managers
United Kingdom
$35.4M +$2.23M 3 11.87% Increased
2720
Altman Advisors
Altman Advisors
Illinois
$35.3M -$211K 7 13.52% Reduced
2721
Financial Strategies Group
Financial Strategies Group
Michigan
$35.3M -$4.37M 4 6.73% Reduced
2722
Heartland Bank & Trust
Heartland Bank & Trust
Illinois
$35.3M +$1.57M 6 14.59% Increased
2723
Shay Capital
Shay Capital
New York
$35.3M +$12.5M 10 3.06% Increased
2724
Shorepoint Capital Partners
Shorepoint Capital Partners
Massachusetts
$35.3M +$33.3M 5 7.02% New
2725
State of Wyoming
State of Wyoming
Wyoming
$35.3M +$2.87M 18 4.02% Increased