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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
1226
Professional Advisory Services
Professional Advisory Services
Florida
$65M +$3.5M 6 10.58% Increased
1227
Galvin Gaustad & Stein
Galvin Gaustad & Stein
Arizona
$65M +$2.81M 4 6.54% Increased
1228
L. Roy Papp & Associates
L. Roy Papp & Associates
Arizona
$64.8M -$642K 6 9.1% Reduced
1229
MWA
Miller Wealth Advisors
Colorado
$64.8M +$22.3M 3 44.99% Increased
1230
MCM
McKinley Capital Management
Alaska
$64.6M -$7.6M 4 8.65% Reduced
1231
Sound View Wealth Advisors Group
Sound View Wealth Advisors Group
Georgia
$64.6M +$12.1M 6 7.12% Increased
1232
CWA Asset Management Group
CWA Asset Management Group
Florida
$64.5M +$1.18M 7 5.24% Increased
1233
Untitled Investments
Untitled Investments
New York
$64.4M -$65.2M 2 27.6% Reduced
1234
Vigilant Capital Management
Vigilant Capital Management
Maine
$64.4M -$1.53M 10 5.5% Reduced
1235
Clare Market Investments
Clare Market Investments
Texas
$64.4M -$2.54M 5 30.15% Reduced
1236
Janney Capital Management
Janney Capital Management
Pennsylvania
$64.3M +$6.68M 7 4.59% Increased
1237
Petredis Investment Advisors
Petredis Investment Advisors
Pennsylvania
$64.1M +$68.1M 4 11.63% New
1238
SeaCrest Wealth Management
SeaCrest Wealth Management
New York
$64.1M -$3.8M 10 9.19% Reduced
1239
Gerber Kawasaki Wealth & Investment Management
Gerber Kawasaki Wealth & Investment Management
California
$64M -$1.74M 7 5.68% Reduced
1240
KMG Fiduciary Partners
KMG Fiduciary Partners
Ohio
$64M +$1.43M 7 10.51% Increased
1241
Independent Financial Group
Independent Financial Group
California
$64M +$1.3M 12 5.5% Increased
1242
Benjamin F. Edwards & Company
Benjamin F. Edwards & Company
Missouri
$63.8M -$5.11M 22 2.87% Reduced
1243
Osborne Partners Capital Management
Osborne Partners Capital Management
California
$63.7M -$9.9M 7 5% Reduced
1244
Transcend Capital Advisors
Transcend Capital Advisors
New Jersey
$63.5M -$4.09M 11 6.9% Reduced
1245
IAIM
International Assets Investment Management
Florida
$63.3M +$30.2M 12 6.54% Increased
1246
Evoke Wealth
Evoke Wealth
California
$63.1M +$21.2M 9 2.28% Increased
1247
Iron Gate Global Advisors
Iron Gate Global Advisors
Utah
$62.9M -$8.21M 5 17.21% Reduced
1248
Grassi Investment Management
Grassi Investment Management
California
$62.9M -$1.09M 7 8.49% Reduced
1249
Compound Global Advisors
Compound Global Advisors
Washington
$62.8M +$68M 3 17.88% New
1250
Southeast Asset Advisors
Southeast Asset Advisors
Georgia
$62.5M +$135K 6 9.92% Increased