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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
3251
Watchman Group
Watchman Group
Texas
$10.8M +$337K 4 5.62% Increased
3252
Chickasaw Capital Management
Chickasaw Capital Management
Tennessee
$10.8M -$60.2K 4 0.57% Reduced
3253
HNP Capital
HNP Capital
New York
$10.8M -$405K 3 3% Reduced
3254
Arbor Trust Wealth Advisors
Arbor Trust Wealth Advisors
Michigan
$10.8M +$592K 6 7.08% Increased
3255
Wealth Alliance Advisory Group
Wealth Alliance Advisory Group
Kansas
$10.7M +$318K 6 4.02% Increased
3256
Private Ocean
Private Ocean
California
$10.7M -$142K 13 1.43% Reduced
3257
IP
Investment Partners
Ohio
$10.7M +$89.5K 6 5.63% Increased
3258
Bank of Marin
Bank of Marin
California
$10.7M -$996K 5 10.24% Reduced
3259
Miller Investment Management
Miller Investment Management
Pennsylvania
$10.7M -$327K 4 1.77% Reduced
3260
Nightview Capital
Nightview Capital
Texas
$10.7M +$4.08M 3 4.11% Increased
3261
Twin Focus Capital Partners
Twin Focus Capital Partners
Massachusetts
$10.7M +$53K 6 2.12% Increased
3262
Spreng Capital Management
Spreng Capital Management
Ohio
$10.7M -$239K 4 9.21% Reduced
3263
Builder Investment Group
Builder Investment Group
Georgia
$10.7M +$161K 4 4.65% Increased
3264
Crown Wealth Group
Crown Wealth Group
North Carolina
$10.6M -$520K 4 8.91% Reduced
3265
Foster Group
Foster Group
Iowa
$10.6M +$881K 5 0.67% Increased
3266
Highview Capital Management
Highview Capital Management
Illinois
$10.6M +$953K 4 6.13% Increased
3267
Permit Capital
Permit Capital
Pennsylvania
$10.6M -$96.8K 1 3.96% Reduced
3268
Cramer Rosenthal McGlynn
Cramer Rosenthal McGlynn
Connecticut
$10.6M +$1.54M 1 0.48% Increased
3269
DLG
Daniel L. Goodwin
$10.6M +$451K 6 5.36% Increased
3270
LCM Capital Management
LCM Capital Management
Illinois
$10.6M +$363K 5 9.26% Increased
3271
Monument Capital Management
Monument Capital Management
Virginia
$10.6M +$741K 5 3.54% Increased
3272
Marino Stram & Associates
Marino Stram & Associates
Massachusetts
$10.6M -$627K 5 3.19% Reduced
3273
St. Denis J. Villere & Co
St. Denis J. Villere & Co
Louisiana
$10.6M -$144K 3 0.77% Reduced
3274
WMA
Wealth Management Associates
New Jersey
$10.6M +$234K 5 6.53% Increased
3275
626 Financial
626 Financial
Michigan
$10.6M +$1.25M 6 7% Increased