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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
3151
Integrity Wealth Advisors
Integrity Wealth Advisors
California
$26M +$11.5M 7 9.33% Increased
3152
Aristides Capital
Aristides Capital
Kentucky
$26M -$4.01M 4 3.75% Reduced
3153
PWAM
Pinnacle West Asset Management
Wyoming
$26M -$43K 6 16.82% Reduced
3154
AXS Investments
AXS Investments
New York
$25.9M -$2.24M 7 8.15% Reduced
3155
AMJ Financial Wealth Management
AMJ Financial Wealth Management
Virginia
$25.9M +$281K 5 6.17% Increased
3156
Convergence Financial
Convergence Financial
Missouri
$25.9M +$1.27M 6 3.88% Increased
3157
General Partner Inc
General Partner Inc
Pennsylvania
$25.9M -$255K 6 14.23% Reduced
3158
Wealth Architects
Wealth Architects
California
$25.8M -$151K 7 2.44% Reduced
3159
Norman Fields Gottscho Capital Management
Norman Fields Gottscho Capital Management
New York
$25.8M -$51.5K 4 8.25% Reduced
3160
Garden State Investment Advisory Services
Garden State Investment Advisory Services
New Jersey
$25.8M -$1.25M 7 5.73% Reduced
3161
RCWM
Royal Capital Wealth Management
Indiana
$25.7M -$64.9K 6 15.78% Reduced
3162
Pettee Investors
Pettee Investors
Connecticut
$25.7M +$2.8M 7 14.15% Increased
3163
Tikehau Investment Management
Tikehau Investment Management
France
$25.7M +$2.22M 3 37.55% Increased
3164
Center for Financial Planning
Center for Financial Planning
Michigan
$25.7M +$184K 13 2.75% Increased
3165
LAI
Legal Advantage Investments
California
$25.7M +$383K 8 11.57% Increased
3166
CCM
Contrarian Capital Management
Connecticut
$25.7M +$18.8M 1 6.48% New
3167
Adirondack Trust Company
Adirondack Trust Company
New York
$25.7M +$35.8K 10 8.62% Increased
3168
Mattern Capital Management
Mattern Capital Management
Colorado
$25.6M -$194K 4 3.01% Reduced
3169
EGA
E&G Advisors
Texas
$25.6M +$155K 8 5.96% Increased
3170
Wasatch Advisors
Wasatch Advisors
Utah
$25.6M +$19.5M 3 0.14% Increased
3171
AFC
AFT Forsyth & Company
Florida
$25.6M +$281K 7 12.27% Increased
3172
SWS Partners
SWS Partners
Ohio
$25.6M -$3.96M 6 6.25% Reduced
3173
Sitrin Capital Management
Sitrin Capital Management
California
$25.6M -$585K 5 12.28% Reduced
3174
Carderock Capital Management
Carderock Capital Management
Maryland
$25.6M +$534K 2 6.21% Increased
3175
Centric Wealth Management
Centric Wealth Management
Illinois
$25.5M +$409K 6 5.68% Increased