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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
2726
Vision Retirement
Vision Retirement
New Jersey
$38.8M +$38.1M 14 10.41% New
2727
Wisconsin Capital Management
Wisconsin Capital Management
Wisconsin
$38.8M +$962K 4 19.62% Increased
2728
AssuredPartners Investment Advisors
AssuredPartners Investment Advisors
Florida
$38.8M +$7.13M 7 5.77% Increased
2729
WA1
Wimmer Associates 1
California
$38.8M -$892K 5 18.03% Reduced
2730
Ravenstone Capital Management
Ravenstone Capital Management
$38.8M +$567K 5 17.68% Increased
2731
Hillman Company
Hillman Company
Pennsylvania
$38.8M $0 1 13.44% Maintained
2732
IFC Advisors
IFC Advisors
California
$38.7M +$1.69M 5 5.66% Increased
2733
Kentucky Farm Bureau Mutual Insurance
Kentucky Farm Bureau Mutual Insurance
Kentucky
$38.7M -$6.34M 3 10.45% Reduced
2734
Graybill Wealth Management
Graybill Wealth Management
Illinois
$38.7M +$1.51M 3 11.42% Increased
2735
Cincinnati Casualty Company
Cincinnati Casualty Company
Ohio
$38.7M $0 1 19.63% Maintained
2736
Activest Wealth Management
Activest Wealth Management
Florida
$38.6M -$2.96M 20 7.22% Reduced
2737
United Bank (Georgia)
United Bank (Georgia)
Georgia
$38.6M +$437K 5 13.1% Increased
2738
Ivy Lane Capital Management
Ivy Lane Capital Management
Florida
$38.5M -$7.3M 2 48.73% Reduced
2739
Nadler Financial Group
Nadler Financial Group
Illinois
$38.5M +$96.3K 6 3.58% Increased
2740
Great Diamond Partners
Great Diamond Partners
Maine
$38.5M -$380K 7 7.41% Reduced
2741
Advyzon Investment Management
Advyzon Investment Management
Illinois
$38.5M +$10.3M 6 4.46% Increased
2742
Linden Rose Investment
Linden Rose Investment
Texas
$38.5M +$37.2M 3 31.96% New
2743
RIT Capital Partners
RIT Capital Partners
United Kingdom
$38.5M -$83.3M 1 8.6% Reduced
2744
AA
Alta Advisers
United Kingdom
$38.4M -$11.5M 8 13.93% Reduced
2745
Penbrook Management
Penbrook Management
New York
$38.4M -$701K 7 26.51% Reduced
2746
Raab & Moskowitz Asset Management
Raab & Moskowitz Asset Management
New Jersey
$38.4M -$227K 6 8.4% Reduced
2747
KM
KP Management
Minnesota
$38.4M +$6.51M 4 10.61% Increased
2748
Redmond Asset Management
Redmond Asset Management
Virginia
$38.4M -$976K 7 9.79% Reduced
2749
Channel Wealth
Channel Wealth
California
$38.4M +$2.32M 6 9.71% Increased
2750
DCM
Dudley Capital Management
Virginia
$38.3M -$476K 6 16.66% Reduced