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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
3051
Farmers & Merchants Trust Co of Chambersburg PA
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$13.2M -$771K 7 9.57% Reduced
3052
Annandale Capital
Annandale Capital
Texas
$13.1M +$1.55M 5 7.91% Increased
3053
MM
Meridian Management
Arkansas
$13.1M -$51.7K 5 4.02% Reduced
3054
Apogem Capital
Apogem Capital
New York
$13.1M +$504K 9 8.34% Increased
3055
Banco de Sabadell
Banco de Sabadell
Florida
$13.1M +$742K 5 8.81% Increased
3056
Permit Capital
Permit Capital
Pennsylvania
$13.1M -$128K 2 3.9% Reduced
3057
Smith Shellnut Wilson
Smith Shellnut Wilson
Mississippi
$13.1M +$1.04M 7 7.57% Increased
3058
Charles Schwab Trust
Charles Schwab Trust
Nevada
$13.1M +$1.44M 6 2.57% Increased
3059
Successful Portfolios
Successful Portfolios
Florida
$13.1M +$17.8K 7 7.81% Increased
3060
Red Cedar Capital
Red Cedar Capital
Nebraska
$13.1M +$18.5K 5 8.02% Increased
3061
Crewe Advisors
Crewe Advisors
Utah
$13.1M +$2.89M 11 3.09% Increased
3062
Coastal Bridge Advisors
Coastal Bridge Advisors
Connecticut
$13.1M -$210K 8 3.02% Reduced
3063
CCA
Covey Capital Advisors
Georgia
$13M +$13.4M 3 10.42% New
3064
Modus Advisors
Modus Advisors
Minnesota
$13M -$1.32M 4 5.64% Reduced
3065
FORA Capital
FORA Capital
Florida
$13M -$20.1M 6 3.28% Reduced
3066
StepStone Group
StepStone Group
California
$13M +$13.8M 1 0.84% New
3067
Willow Creek Wealth Management
Willow Creek Wealth Management
California
$13M +$141K 6 2.87% Increased
3068
Spreng Capital Management
Spreng Capital Management
Ohio
$12.9M +$176K 4 8.29% Increased
3069
Garrison Point Advisors
Garrison Point Advisors
California
$12.9M -$354K 5 9.4% Reduced
3070
First Business Financial Services
First Business Financial Services
Wisconsin
$12.9M +$2.81M 6 1.48% Increased
3071
Encompass Wealth Advisors
Encompass Wealth Advisors
Oregon
$12.9M -$3.32M 5 3.37% Reduced
3072
Robbins Farley
Robbins Farley
New Hampshire
$12.9M +$206K 4 9.54% Increased
3073
ECG
EPIQ Capital Group
California
$12.9M -$31K 3 1.34% Reduced
3074
Financial Engines Advisors
Financial Engines Advisors
California
$12.9M +$1.83M 6 0.04% Increased
3075
Private Ocean
Private Ocean
California
$12.9M +$562K 10 1.57% Increased