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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
3526
First Community Trust
First Community Trust
Iowa
$22.5M -$689K 9 16.8% Reduced
3527
St. Johns Investment Management
St. Johns Investment Management
Florida
$22.5M -$332K 5 9.38% Reduced
3528
Beaumont Asset Management
Beaumont Asset Management
Texas
$22.5M +$313K 3 11.24% Increased
3529
Cape Ann Savings Bank
Cape Ann Savings Bank
Massachusetts
$22.5M +$392K 6 11.54% Increased
3530
SWP Investment Management
SWP Investment Management
Ohio
$22.5M +$5.15M 4 16.3% Increased
3531
Sandy Cove Advisors
Sandy Cove Advisors
Massachusetts
$22.4M +$1.91M 7 6.65% Increased
3532
CM Wealth Advisors
CM Wealth Advisors
Ohio
$22.4M +$8.74M 6 5.07% Increased
3533
WAM
Westport Asset Management
Connecticut
$22.4M $0 6 9.36% Maintained
3534
CVA
Central Valley Advisors
California
$22.4M -$246K 6 6.7% Reduced
3535
Founders Capital Management (Texas)
Founders Capital Management (Texas)
Texas
$22.4M -$67.7K 6 11.64% Reduced
3536
Windle Wealth
Windle Wealth
Oklahoma
$22.4M -$57.1K 4 10.04% Reduced
3537
Spahn Wealth & Retirement
Spahn Wealth & Retirement
Arizona
$22.4M -$80K 3 13.89% Reduced
3538
HWM
HFR Wealth Management
New York
$22.4M -$80.5K 2 5.28% Reduced
3539
Providence Wealth Advisors
Providence Wealth Advisors
Illinois
$22.4M -$851K 5 13.97% Reduced
3540
ELCO Management
ELCO Management
New York
$22.4M -$616K 4 14.09% Reduced
3541
Taylor Hoffman Capital Management
Taylor Hoffman Capital Management
Virginia
$22.3M +$283K 6 6.78% Increased
3542
Exeter Financial
Exeter Financial
Arizona
$22.3M -$404K 5 9.48% Reduced
3543
RiverPark Advisors
RiverPark Advisors
New York
$22.3M -$96.8K 8 6.41% Reduced
3544
Hengehold Capital Management
Hengehold Capital Management
Ohio
$22.3M +$1.17M 6 1.88% Increased
3545
Ayalon Insurance Company
Ayalon Insurance Company
Israel
$22.3M +$1.07M 4 5.4% Increased
3546
Herbst Group
Herbst Group
Connecticut
$22.2M -$1.76M 5 13.09% Reduced
3547
First Dallas Securities
First Dallas Securities
Texas
$22.2M -$605K 6 8.27% Reduced
3548
Prudent Man Advisors
Prudent Man Advisors
Illinois
$22.2M -$296K 5 8.08% Reduced
3549
CFO Capital Management
CFO Capital Management
Connecticut
$22.2M +$22.5M 7 16.62% New
3550
City State Bank
City State Bank
Iowa
$22.2M -$6.44K 13 6.08% Reduced