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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
2851
California First Leasing Corp
California First Leasing Corp
California
$19.4M +$19.8M 3 9.63% New
2852
Fairhaven Wealth Management
Fairhaven Wealth Management
Illinois
$19.4M +$146K 5 7.55% Increased
2853
Goodman Financial
Goodman Financial
Texas
$19.4M -$689K 3 5.07% Reduced
2854
Snider Financial Group
Snider Financial Group
Washington
$19.3M -$528K 3 8.19% Reduced
2855
CWAG
Compton Wealth Advisory Group
Virginia
$19.3M +$521K 4 8.28% Increased
2856
FAG
Fortitude Advisory Group
Washington
$19.3M +$19.2M 22 9.71% New
2857
HBW Advisory Services
HBW Advisory Services
California
$19.3M -$3.36M 7 4.47% Reduced
2858
Silverlake Wealth Management
Silverlake Wealth Management
Vermont
$19.3M +$18.6M 6 10.37% New
2859
Stolper & Co
Stolper & Co
Oklahoma
$19.2M -$2.1M 4 8.58% Reduced
2860
GDS Wealth Management
GDS Wealth Management
Texas
$19.2M +$19.1M 3 4.3% New
2861
Skylands Capital
Skylands Capital
Wisconsin
$19.2M -$4.58M 5 2.22% Reduced
2862
Inherent Group
Inherent Group
New York
$19.2M -$13.8M 1 3.27% Reduced
2863
Burke & Herbert Bank & Trust
Burke & Herbert Bank & Trust
Virginia
$19.2M -$131K 7 11.24% Reduced
2864
Dockyard Capital Management
Dockyard Capital Management
Massachusetts
$19.2M +$20M 4 17.4% New
2865
Smithbridge Asset Management
Smithbridge Asset Management
Pennsylvania
$19.1M -$314K 4 5.82% Reduced
2866
RBA Wealth Management
RBA Wealth Management
California
$19.1M +$8.26M 4 9.02% Increased
2867
Isthmus Partners
Isthmus Partners
Wisconsin
$19M +$779K 4 3.19% Increased
2868
Matthews International Capital Management
Matthews International Capital Management
California
$19M -$3.64M 1 1.99% Reduced
2869
Plancorp LLC
Plancorp LLC
Missouri
$19M -$1.04M 7 1.21% Reduced
2870
Cedar Brook Financial Partners
Cedar Brook Financial Partners
Ohio
$19M +$1.38M 8 4.87% Increased
2871
NM
Newtyn Management
New York
$19M +$22.7M 1 5.05% New
2872
Sage Rhino Capital
Sage Rhino Capital
California
$19M +$549K 7 5.31% Increased
2873
WWM
Windsor Wealth Management
Indiana
$19M +$76.4K 6 3.48% Increased
2874
Brooktree Capital Management
Brooktree Capital Management
Michigan
$18.9M -$144K 4 11.58% Reduced
2875
Harvey Investment Company
Harvey Investment Company
Kentucky
$18.9M +$803K 5 2.19% Increased