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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
1276
Sonora Investment Management
Sonora Investment Management
Arizona
$86.9M +$3.77M 15 11.36% Increased
1277
Roundview Capital
Roundview Capital
New Jersey
$86.8M +$5.55M 7 9.69% Increased
1278
ACR Alpine Capital Research
ACR Alpine Capital Research
Missouri
$86.8M -$1.16M 1 4.77% Reduced
1279
First Citizens Bank & Trust
First Citizens Bank & Trust
North Carolina
$86.7M -$12.7M 5 4.11% Reduced
1280
MD Financial Management
MD Financial Management
Ontario, Canada
$86.7M -$26.2M 7 2.49% Reduced
1281
CCM Investment Advisers
CCM Investment Advisers
South Carolina
$86.6M -$3.08M 4 11.08% Reduced
1282
Bristol Gate Capital Partners
Bristol Gate Capital Partners
Ontario, Canada
$86.5M -$4.74M 1 4.53% Reduced
1283
TM
Tiger Management
New York
$86.5M -$6.26M 2 15.12% Reduced
1284
Lee, Danner & Bass
Lee, Danner & Bass
Tennessee
$86.4M -$896K 7 7.83% Reduced
1285
BFS
Bard Financial Services
Connecticut
$86M +$623K 7 7.65% Increased
1286
Perigon Wealth Management
Perigon Wealth Management
California
$85.9M +$2.99M 13 7.64% Increased
1287
Clearstead Advisors
Clearstead Advisors
Ohio
$85.8M +$897K 16 6.6% Increased
1288
IFP Advisors
IFP Advisors
Florida
$85.7M +$780K 25 1.77% Increased
1289
BLB&B Advisors
BLB&B Advisors
Pennsylvania
$85.1M -$65.2K 6 6.15% Reduced
1290
CapWealth Advisors
CapWealth Advisors
Tennessee
$85M +$4.32M 3 9.22% Increased
1291
Southeast Asset Advisors
Southeast Asset Advisors
Georgia
$84.9M -$347K 6 13.91% Reduced
1292
Venture Visionary Partners
Venture Visionary Partners
Ohio
$84.7M -$17.1M 7 6.79% Reduced
1293
Ropes Wealth Advisors
Ropes Wealth Advisors
Massachusetts
$84.6M -$402K 8 13.39% Reduced
1294
Mizuho Markets Cayman
Mizuho Markets Cayman
Cayman Islands
$84.6M -$251M 4 12.4% Reduced
1295
Financial Advocates Investment Management
Financial Advocates Investment Management
Washington
$84.5M -$4.44M 14 5.65% Reduced
1296
Summit Global Investments
Summit Global Investments
Utah
$84.4M -$11.4M 7 5.05% Reduced
1297
WM
WS Management
Florida
$84.1M $0 2 8.3% Maintained
1298
Eagle Ridge Investment Management
Eagle Ridge Investment Management
Connecticut
$84.1M -$2.5M 5 9.75% Reduced
1299
Aptus Capital Advisors
Aptus Capital Advisors
Alabama
$84M +$8.32M 9 2.46% Increased
1300
Iron Gate Global Advisors
Iron Gate Global Advisors
Utah
$83.9M +$10.9M 5 23.59% Increased