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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
3326
Ulland Investment Advisors
Ulland Investment Advisors
Minnesota
$23M -$164K 6 17.34% Reduced
3327
Evergreen Wealth Management
Evergreen Wealth Management
Michigan
$23M -$1.34M 4 12.07% Reduced
3328
HCM
Helios Capital Management
Singapore
$23M +$6.7M 3 15.57% Increased
3329
Kensington Investment Counsel
Kensington Investment Counsel
California
$23M +$629K 5 9.35% Increased
3330
Gratus Wealth Advisors
Gratus Wealth Advisors
Virginia
$22.9M -$279K 6 3.23% Reduced
3331
Guinness Atkinson Asset Management
Guinness Atkinson Asset Management
California
$22.9M -$1.66M 5 10.9% Reduced
3332
Beaton Management Company
Beaton Management Company
Massachusetts
$22.9M +$261K 7 10.42% Increased
3333
Readystate Asset Management
Readystate Asset Management
Illinois
$22.9M -$16.3M 3 0.98% Reduced
3334
Somerset Trust
Somerset Trust
Pennsylvania
$22.9M +$1.36M 7 7.07% Increased
3335
Griffith & Werner
Griffith & Werner
Georgia
$22.9M +$20.4M 5 11.85% New
3336
Davidson Kahn Capital Management
Davidson Kahn Capital Management
California
$22.9M +$32.1K 4 12.74% Increased
3337
Magnolia Capital Advisors
Magnolia Capital Advisors
Mississippi
$22.9M -$1.01M 6 5.97% Reduced
3338
Plante Moran Financial Advisors
Plante Moran Financial Advisors
Michigan
$22.9M -$2.71M 13 1.44% Reduced
3339
Piscataqua Savings Bank
Piscataqua Savings Bank
New Hampshire
$22.9M -$660K 7 17.84% Reduced
3340
Caitong International Asset Management
Caitong International Asset Management
Hong Kong
$22.8M +$6.42M 12 15.82% Increased
3341
Audent Global Asset Management
Audent Global Asset Management
California
$22.8M -$2.62M 3 16.61% Reduced
3342
Katamaran Capital
Katamaran Capital
United Kingdom
$22.8M +$1.78M 5 20.83% Increased
3343
First Pacific Financial
First Pacific Financial
Washington
$22.8M +$976K 10 3.17% Increased
3344
Beirne Wealth Consulting Services
Beirne Wealth Consulting Services
Connecticut
$22.8M +$12.5M 7 5.48% Increased
3345
Second Line Capital
Second Line Capital
Louisiana
$22.8M +$5.09M 6 4.72% Increased
3346
Cooper Investors
Cooper Investors
Australia
$22.8M -$40.5M 3 6.23% Reduced
3347
Watchman Group
Watchman Group
Texas
$22.8M -$376K 4 5.51% Reduced
3348
Elgethun Capital Management
Elgethun Capital Management
South Dakota
$22.8M +$1.04M 6 4.13% Increased
3349
McAlister Sweet & Associates
McAlister Sweet & Associates
Texas
$22.7M +$218K 3 15.02% Increased
3350
Greenup Street Wealth Management
Greenup Street Wealth Management
Michigan
$22.7M -$3.69M 6 3.49% Reduced