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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
1201
Godsey & Gibb Inc
Godsey & Gibb Inc
Virginia
$94.6M -$4.42M 8 10.74% Reduced
1202
KMG Fiduciary Partners
KMG Fiduciary Partners
Ohio
$94.5M +$53.8K 7 12.23% Increased
1203
Gerber Kawasaki Wealth & Investment Management
Gerber Kawasaki Wealth & Investment Management
California
$94.4M +$5.25M 8 6.34% Increased
1204
BBI
Baxter Bros Inc
Connecticut
$94.4M -$472K 4 14.03% Reduced
1205
Lee, Danner & Bass
Lee, Danner & Bass
Tennessee
$94.3M -$2.75M 8 8.11% Reduced
1206
Alphabet Inc
Alphabet Inc
California
$94.3M $0 1 5.06% Maintained
1207
Transform Wealth
Transform Wealth
Colorado
$94.2M +$1.47M 5 8.46% Increased
1208
Campbell Newman Asset Management
Campbell Newman Asset Management
Wisconsin
$94.1M +$132K 4 8.42% Increased
1209
Principle Wealth Partners
Principle Wealth Partners
Connecticut
$94M -$508K 7 9.45% Reduced
1210
Means Investment Company
Means Investment Company
Maine
$93.6M -$258K 9 14.81% Reduced
1211
SeaCrest Wealth Management
SeaCrest Wealth Management
New York
$93.4M +$1.96M 9 11.79% Increased
1212
DRW Securities
DRW Securities
Illinois
$93.3M +$32.6M 8 2.29% Increased
1213
Fukoku Mutual Life Insurance
Fukoku Mutual Life Insurance
Japan
$93.1M +$10.2M 9 8.77% Increased
1214
Ballentine Partners
Ballentine Partners
Massachusetts
$93M +$2.34M 10 2.13% Increased
1215
Janney Capital Management
Janney Capital Management
Pennsylvania
$92.8M +$9.44M 7 6.43% Increased
1216
Benjamin F. Edwards & Company
Benjamin F. Edwards & Company
Missouri
$92.6M -$1.1M 21 3.52% Reduced
1217
Baltimore-Washington Financial Advisors
Baltimore-Washington Financial Advisors
Maryland
$92.4M -$9.7M 4 7.36% Reduced
1218
Credential Qtrade Securities
Credential Qtrade Securities
$92.4M +$6.95M 7 5.81% Increased
1219
Greenwood Gearhart
Greenwood Gearhart
Arkansas
$92.3M +$1.04M 5 10.74% Increased
1220
SCA
Sander Capital Advisors
Washington
$92M +$12.8M 4 50.26% Increased
1221
Integrated Advisors Network
Integrated Advisors Network
Texas
$92M +$10.7M 13 5.3% Increased
1222
JCM
JAT Capital Management
Connecticut
$92M +$59.3M 7 21.24% Increased
1223
Schaper Benz & Wise Investment Counsel
Schaper Benz & Wise Investment Counsel
Wisconsin
$92M -$4.23M 6 8.83% Reduced
1224
Petredis Investment Advisors
Petredis Investment Advisors
Pennsylvania
$91.9M -$310K 5 12.64% Reduced
1225
Knights of Columbus Asset Advisors
Knights of Columbus Asset Advisors
Connecticut
$91.9M -$1.15M 7 8.25% Reduced