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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
2801
Jain Global
Jain Global
New York
$28.9M +$30.4M 8 0.86% New
2802
VDBMI
Van Den Berg Management I
Texas
$28.9M -$338K 4 8.34% Reduced
2803
Highline Wealth Partners
Highline Wealth Partners
California
$28.9M +$1.2M 9 9.45% Increased
2804
PYA Waltman Capital
PYA Waltman Capital
Tennessee
$28.9M +$250K 4 9.32% Increased
2805
Hikari Power
Hikari Power
Japan
$28.9M $0 2 2.5% Maintained
2806
Triodos Investment Management
Triodos Investment Management
Netherlands
$28.9M $0 1 2.34% Maintained
2807
LMG Wealth Partners
LMG Wealth Partners
Louisiana
$28.8M +$294K 6 6.29% Increased
2808
Searle & Co
Searle & Co
Connecticut
$28.8M +$466K 5 8.31% Increased
2809
Simplicity Wealth
Simplicity Wealth
New Jersey
$28.8M -$10.7M 8 6.01% Reduced
2810
Westend Capital Management
Westend Capital Management
California
$28.8M +$4.37M 8 8.54% Increased
2811
Kesler Norman & Wride
Kesler Norman & Wride
Utah
$28.8M +$543K 8 6.21% Increased
2812
Wambolt & Associates
Wambolt & Associates
Colorado
$28.8M -$5.57M 6 9.21% Reduced
2813
Greenline Partners
Greenline Partners
New York
$28.8M +$2.88M 4 4.03% Increased
2814
CFMC
Curbstone Financial Management Corp
New Hampshire
$28.8M +$73.9K 6 6.09% Increased
2815
Silverlake Wealth Management
Silverlake Wealth Management
Vermont
$28.7M +$39.2K 6 11.01% Increased
2816
Fairhaven Wealth Management
Fairhaven Wealth Management
Illinois
$28.7M -$210K 5 8.99% Reduced
2817
Mathes Company
Mathes Company
New York
$28.7M -$501K 4 10.49% Reduced
2818
Allied Investment Advisors
Allied Investment Advisors
Montana
$28.7M +$220K 6 5.79% Increased
2819
Riggs Asset Management
Riggs Asset Management
Pennsylvania
$28.7M -$896K 16 7.67% Reduced
2820
Tectonic Advisors
Tectonic Advisors
Texas
$28.6M +$1.26M 6 1.86% Increased
2821
Paragon Private Wealth Management
Paragon Private Wealth Management
Kentucky
$28.6M +$1.69M 7 13.2% Increased
2822
IFC Advisors
IFC Advisors
California
$28.6M +$27.4M 5 6.23% New
2823
Nexpoint Asset Management
Nexpoint Asset Management
Texas
$28.6M +$777K 1 3.21% Increased
2824
Shorepoint Capital Partners
Shorepoint Capital Partners
Massachusetts
$28.5M +$796K 5 6.52% Increased
2825
Harvey Investment Company
Harvey Investment Company
Kentucky
$28.5M -$5.3K 5 3.29% Reduced