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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
3026
LBMC Investment Advisors
LBMC Investment Advisors
Tennessee
$24.7M +$130K 8 1.95% Increased
3027
LAM
Lountzis Asset Management
Pennsylvania
$24.7M -$255K 6 10.45% Reduced
3028
Carderock Capital Management
Carderock Capital Management
Maryland
$24.7M -$1.05M 2 6.19% Reduced
3029
NovaPoint Capital
NovaPoint Capital
Georgia
$24.7M -$1.05M 6 7.53% Reduced
3030
Enterprise Financial Services Corp (EFSC)
Enterprise Financial Services Corp (EFSC)
Missouri
$24.7M +$957K 6 13.72% Increased
3031
Burkehill Global Management
Burkehill Global Management
New York
$24.7M +$23.2M 1 2.35% New
3032
WealthBridge Capital Management
WealthBridge Capital Management
Ohio
$24.7M +$96.9K 5 6.85% Increased
3033
BigSur Wealth Management
BigSur Wealth Management
Florida
$24.6M -$482K 6 7.04% Reduced
3034
Prairie Sky Financial Group
Prairie Sky Financial Group
Illinois
$24.6M +$719K 5 15.08% Increased
3035
Victrix Investment Advisors
Victrix Investment Advisors
Florida
$24.6M +$23.3M 5 17.73% New
3036
Selective Wealth Management
Selective Wealth Management
Virginia
$24.6M -$3.99M 8 9.98% Reduced
3037
Lumbard & Kellner
Lumbard & Kellner
New Hampshire
$24.6M -$399K 5 10.56% Reduced
3038
Ulland Investment Advisors
Ulland Investment Advisors
Minnesota
$24.5M +$606K 7 15.65% Increased
3039
EGA
E&G Advisors
Texas
$24.5M -$201K 8 6.65% Reduced
3040
JAIC
Josh Arnold Investment Consultant
Minnesota
$24.4M -$453K 1 20.67% Reduced
3041
Huber Capital Management
Huber Capital Management
California
$24.4M +$4.26M 2 4.87% Increased
3042
Hillsdale Investment Management
Hillsdale Investment Management
Ontario, Canada
$24.4M +$2.12M 9 1.23% Increased
3043
BWCP LP
BWCP LP
Texas
$24.4M -$1.5M 1 5.25% Reduced
3044
GS Investments
GS Investments
Minnesota
$24.4M -$717K 7 11.01% Reduced
3045
Prospect Financial Services
Prospect Financial Services
New York
$24.3M +$530K 7 13.28% Increased
3046
Jeppson Wealth Management
Jeppson Wealth Management
California
$24.3M -$113K 7 8.83% Reduced
3047
Waterfront Wealth
Waterfront Wealth
Kansas
$24.3M +$99K 9 5.92% Increased
3048
AA
Ancient Art
Texas
$24.3M +$11.8M 1 5.17% Increased
3049
Byrne Asset Management
Byrne Asset Management
New Jersey
$24.3M -$976K 6 16.49% Reduced
3050
Armstrong Advisory Group
Armstrong Advisory Group
Massachusetts
$24.3M +$1.21M 16 1.94% Increased