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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
2776
Encompass Wealth Advisors
Encompass Wealth Advisors
Oregon
$14.8M +$1.17M 5 3.77% Increased
2777
Beacon Financial Group
Beacon Financial Group
Texas
$14.8M $0 7 2.31% Maintained
2778
WD Rutherford
WD Rutherford
Oregon
$14.8M -$331K 4 9.19% Reduced
2779
QVT Financial
QVT Financial
New York
$14.8M +$1.97M 2 1.03% Increased
2780
AB
Atlas Brown
Kentucky
$14.7M +$219K 7 6.99% Increased
2781
CWAG
Compton Wealth Advisory Group
Virginia
$14.7M +$323K 4 8.42% Increased
2782
Mattern Capital Management
Mattern Capital Management
Colorado
$14.7M -$128K 3 3.18% Reduced
2783
Walleye Capital
Walleye Capital
New York
$14.7M +$4.88M 8 0.85% Increased
2784
Asio Capital
Asio Capital
Kentucky
$14.7M +$261K 4 6.06% Increased
2785
Godshalk Welsh Capital Management
Godshalk Welsh Capital Management
Pennsylvania
$14.7M -$160K 4 10.21% Reduced
2786
ABP
Arthur B. Page
$14.6M -$598K 3 10.96% Reduced
2787
Pacifica Partners
Pacifica Partners
Canada
$14.6M +$714K 11 12.06% Increased
2788
Bank of Stockton
Bank of Stockton
California
$14.6M -$389K 6 4.86% Reduced
2789
Abacus FCF Advisors
Abacus FCF Advisors
Florida
$14.6M +$3.57M 6 7.45% Increased
2790
Private Management Group
Private Management Group
California
$14.6M +$1.82M 5 0.67% Increased
2791
Plante Moran Financial Advisors
Plante Moran Financial Advisors
Michigan
$14.6M -$1.57M 16 3.99% Reduced
2792
WC Walker & Associates
WC Walker & Associates
California
$14.6M -$135K 6 8.27% Reduced
2793
Kingfisher Capital
Kingfisher Capital
North Carolina
$14.6M -$578K 4 4.07% Reduced
2794
Lafayette Investments
Lafayette Investments
Maryland
$14.6M -$364K 4 4.66% Reduced
2795
Y-Intercept (HK)
Y-Intercept (HK)
Hong Kong
$14.6M -$2.44M 12 3.9% Reduced
2796
CHA
Carmichael Hill & Associates
Maryland
$14.5M -$22.2K 14 8.01% Reduced
2797
Burke & Herbert Bank & Trust
Burke & Herbert Bank & Trust
Virginia
$14.5M -$144K 7 9.93% Reduced
2798
Jeppson Wealth Management
Jeppson Wealth Management
California
$14.5M +$301K 8 8.62% Increased
2799
Orion Capital Management
Orion Capital Management
California
$14.5M -$31.2K 9 10.11% Reduced
2800
Leonard Green & Partners
Leonard Green & Partners
California
$14.5M -$5.34M 1 0.19% Reduced