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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
1301
Pitcairn
Pitcairn
Pennsylvania
$72.4M +$2.3M 13 5.14% Increased
1302
Vanguard Personalized Indexing Management
Vanguard Personalized Indexing Management
California
$72.3M +$17.8M 12 10.95% Increased
1303
Level Four Advisory Services
Level Four Advisory Services
Texas
$72.3M -$4.65M 12 5.62% Reduced
1304
Financial Advocates Investment Management
Financial Advocates Investment Management
Washington
$72.1M +$5.38M 12 5.11% Increased
1305
Bulltick Wealth Management
Bulltick Wealth Management
Florida
$72M -$3.32M 8 20% Reduced
1306
Hillman Company
Hillman Company
Pennsylvania
$71.9M $0 2 30.1% Maintained
1307
Park Avenue Securities
Park Avenue Securities
New York
$71.9M +$9.35M 12 1.74% Increased
1308
Sonora Investment Management
Sonora Investment Management
Arizona
$71.7M +$1.71M 15 5.65% Increased
1309
TCIM
TOMS Capital Investment Management
New York
$71.5M +$29.3M 1 5.12% Increased
1310
Tradewinds Capital Management
Tradewinds Capital Management
Washington
$71.4M -$2.57M 17 14.21% Reduced
1311
ACG Wealth
ACG Wealth
Georgia
$71.4M -$1.42M 8 9.47% Reduced
1312
Fagan Associates
Fagan Associates
New York
$71.4M +$924K 5 16.69% Increased
1313
Kore Private Wealth
Kore Private Wealth
New York
$71.4M -$2.69M 11 9.63% Reduced
1314
CapWealth Advisors
CapWealth Advisors
Tennessee
$71.3M +$246K 3 8.12% Increased
1315
Perigon Wealth Management
Perigon Wealth Management
California
$71.3M +$5.2M 13 7.27% Increased
1316
WM
WS Management
Florida
$71.2M +$5.67M 2 7.39% Increased
1317
Hartline Investment Corp
Hartline Investment Corp
Illinois
$71.2M -$838K 8 10.84% Reduced
1318
Two Creeks Capital Management
Two Creeks Capital Management
New York
$71.2M -$34M 1 4.34% Reduced
1319
PAM
Premier Asset Management
Illinois
$71.1M -$1.13M 7 12.68% Reduced
1320
Murphy Capital Management
Murphy Capital Management
New Jersey
$70.9M +$1.57M 6 8.92% Increased
1321
Southeast Asset Advisors
Southeast Asset Advisors
Georgia
$70.8M -$286K 5 12.7% Reduced
1322
Meridian Wealth Management
Meridian Wealth Management
Kentucky
$70.3M +$714K 8 10.23% Increased
1323
Roundview Capital
Roundview Capital
New Jersey
$70.2M +$2.41M 7 8.84% Increased
1324
Harbour Investments
Harbour Investments
Wisconsin
$70.1M +$70.5M 28 2.52% New
1325
SCA
Sander Capital Advisors
Washington
$70.1M -$118K 3 36.77% Reduced