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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
2751
Enterprise Financial Services Corp (EFSC)
Enterprise Financial Services Corp (EFSC)
Missouri
$21M -$12.9M 7 3.21% Reduced
2752
Ulland Investment Advisors
Ulland Investment Advisors
Minnesota
$20.9M +$21.1M 10 13.35% New
2753
Jacobson & Schmitt Advisors
Jacobson & Schmitt Advisors
Wisconsin
$20.9M +$3.55M 2 5.07% Increased
2754
Capital Insight Partners
Capital Insight Partners
Arizona
$20.9M -$1.01M 5 4.26% Reduced
2755
Waycross Partners
Waycross Partners
Kentucky
$20.9M +$1.14M 4 11.96% Increased
2756
Zullo Investment Group
Zullo Investment Group
Pennsylvania
$20.9M +$20.7M 15 10.76% New
2757
LCNB Corp
LCNB Corp
Ohio
$20.9M -$67.3K 7 9.55% Reduced
2758
Mark Sheptoff Financial Planning
Mark Sheptoff Financial Planning
Connecticut
$20.9M +$295K 9 9.97% Increased
2759
Investment Research & Advisory Group
Investment Research & Advisory Group
Georgia
$20.9M -$1.75M 5 12.67% Reduced
2760
Bordeaux Wealth Advisors
Bordeaux Wealth Advisors
California
$20.9M +$4.43M 6 9.58% Increased
2761
Essex Savings Bank
Essex Savings Bank
Connecticut
$20.9M -$260K 6 7.08% Reduced
2762
Lorne Steinberg Wealth Management
Lorne Steinberg Wealth Management
Canada
$20.9M +$1.25M 5 8.97% Increased
2763
AIP
Alapocas Investment Partners
Massachusetts
$20.9M +$21.1M 3 16% New
2764
AMI Investment Management
AMI Investment Management
Indiana
$20.8M -$1.17M 4 8.39% Reduced
2765
Hikari Power
Hikari Power
Japan
$20.8M $0 1 1.94% Maintained
2766
SM
Sciencast Management
New Jersey
$20.8M +$12.1M 9 3.66% Increased
2767
Creative Financial Designs
Creative Financial Designs
Indiana
$20.7M -$286K 20 3.13% Reduced
2768
Hollow Brook Wealth Management
Hollow Brook Wealth Management
New York
$20.7M +$3.38M 4 10.63% Increased
2769
Intrua Financial
Intrua Financial
Texas
$20.7M -$342K 7 3.62% Reduced
2770
KMWM
Keudell/Morrison Wealth Management
Oregon
$20.7M -$579K 6 8.17% Reduced
2771
Ayrshire Capital Management
Ayrshire Capital Management
Connecticut
$20.7M +$387K 3 10.49% Increased
2772
High Note Wealth
High Note Wealth
Minnesota
$20.6M +$721K 5 6.96% Increased
2773
Brown Miller Wealth Management
Brown Miller Wealth Management
Virginia
$20.6M +$285K 5 11.79% Increased
2774
Chesapeake Wealth Management
Chesapeake Wealth Management
Virginia
$20.6M -$201K 6 6.92% Reduced
2775
JNE Partners
JNE Partners
United Kingdom
$20.5M +$8.77M 1 13.46% Increased