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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
851
E.S. Barr & Co
E.S. Barr & Co
Kentucky
$193M -$4.96M 4 13.08% Reduced
852
CA
Cullinan Associates
Kentucky
$193M -$3.18M 7 10.74% Reduced
853
Empire Life Investments
Empire Life Investments
Ontario, Canada
$193M +$7.83M 4 12.43% Increased
854
Evergreen Capital Management
Evergreen Capital Management
Washington
$192M -$11.8M 11 7.85% Reduced
855
Roffman Miller Associates
Roffman Miller Associates
Pennsylvania
$192M +$2.8M 6 13.71% Increased
856
GC
Gobi Capital
California
$191M -$10.9M 1 13.88% Reduced
857
Mill Capital Management
Mill Capital Management
North Carolina
$191M -$3.23M 6 17.07% Reduced
858
Clear Street
Clear Street
New York
$191M -$11.9M 5 4.7% Reduced
859
Farmers & Merchants Investments Inc
Farmers & Merchants Investments Inc
Nebraska
$190M -$7.61M 16 6.95% Reduced
860
First National Trust
First National Trust
Pennsylvania
$190M -$14.3M 7 8.35% Reduced
861
Community Trust & Investment
Community Trust & Investment
Kentucky
$190M -$1.54M 4 14.56% Reduced
862
CGL
Clarius Group LLC
Washington
$190M -$17.9M 10 15.73% Reduced
863
Miracle Mile Advisors
Miracle Mile Advisors
California
$189M +$31M 11 5.17% Increased
864
Todd Asset Management
Todd Asset Management
Kentucky
$188M +$31M 8 4.15% Increased
865
Fairview Capital Investment Management
Fairview Capital Investment Management
California
$188M +$72.1K 5 11.19% Increased
866
Vestor Capital
Vestor Capital
Illinois
$188M +$12.6M 7 17.92% Increased
867
Moody Lynn & Lieberson
Moody Lynn & Lieberson
Massachusetts
$188M +$6.8M 8 14.28% Increased
868
Delta Asset Management
Delta Asset Management
Tennessee
$187M -$3.26M 10 17.8% Reduced
869
VCM
Violich Capital Management
California
$187M -$1.8M 5 30.32% Reduced
870
SCS Capital Management
SCS Capital Management
Massachusetts
$186M +$26.2M 4 4.24% Increased
871
Vaughan David Investments
Vaughan David Investments
Illinois
$185M -$4.32M 6 5.08% Reduced
872
OneDigital Investment Advisors
OneDigital Investment Advisors
Kansas
$185M +$13.6M 12 3.24% Increased
873
Calamos Wealth Management
Calamos Wealth Management
Illinois
$185M -$498K 6 11.62% Reduced
874
Reynders McVeigh Capital Management
Reynders McVeigh Capital Management
Massachusetts
$184M -$299K 8 11.68% Reduced
875
MFWM
Motley Fool Wealth Management
Virginia
$184M -$9.5M 4 9.67% Reduced