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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
1501
Willis Investment Counsel
Willis Investment Counsel
Georgia
$36.7M -$293K 1 2.38% Reduced
1502
M
MOTCO
Texas
$36.7M +$5.56M 7 3.09% Increased
1503
Buckingham Capital Management (Ohio)
Buckingham Capital Management (Ohio)
Ohio
$36.7M +$497K 5 6.36% Increased
1504
James Investment Research
James Investment Research
Ohio
$36.6M -$3.25M 4 2.55% Reduced
1505
Winslow Evans & Crocker
Winslow Evans & Crocker
Massachusetts
$36.6M +$957K 17 9.32% Increased
1506
Keel Point
Keel Point
Alabama
$36.6M +$26.8M 8 3.98% Increased
1507
Anderson Hoagland & Co
Anderson Hoagland & Co
Missouri
$36.6M +$25.8K 5 20.69% Increased
1508
Whitney & Co
Whitney & Co
New York
$36.5M +$8.41K 7 7.27% Increased
1509
Evanson Asset Management
Evanson Asset Management
California
$36.5M +$326K 6 7.17% Increased
1510
WDA
Wendell David Associates
New Hampshire
$36.5M +$97.6K 5 5.03% Increased
1511
Bender Robert & Associates
Bender Robert & Associates
California
$36.5M -$326K 6 16.46% Reduced
1512
Carroll Financial Associates
Carroll Financial Associates
North Carolina
$36.4M -$1.89M 15 2.89% Reduced
1513
Steamboat Capital Partners
Steamboat Capital Partners
New York
$36.4M -$3.74M 3 10.31% Reduced
1514
Oxbow Advisors
Oxbow Advisors
Texas
$36.3M +$1.91M 7 4.2% Increased
1515
Hollencrest Capital Management
Hollencrest Capital Management
California
$36.3M -$650K 8 4.08% Reduced
1516
Greenwood Capital Associates
Greenwood Capital Associates
South Carolina
$36.2M -$774K 5 7.63% Reduced
1517
Monetary Management Group
Monetary Management Group
Missouri
$36.1M -$1.79M 7 13.2% Reduced
1518
United Asset Strategies
United Asset Strategies
New York
$35.8M +$67.4K 7 6.96% Increased
1519
Biondo Investment Advisors
Biondo Investment Advisors
Pennsylvania
$35.8M -$3.15M 5 8.27% Reduced
1520
Exencial Wealth Advisors
Exencial Wealth Advisors
Oklahoma
$35.8M +$513K 6 6.2% Increased
1521
Foster & Motley
Foster & Motley
Ohio
$35.7M -$1.25M 4 4.47% Reduced
1522
Nishkama Capital LLC
Nishkama Capital LLC
Puerto Rico
$35.7M +$26M 3 20.92% Increased
1523
Foster Dykema Cabot & Co
Foster Dykema Cabot & Co
Massachusetts
$35.6M +$872K 6 5% Increased
1524
RiverPark Advisors
RiverPark Advisors
New York
$35.6M +$942K 6 14.97% Increased
1525
MIG Capital
MIG Capital
California
$35.6M $0 1 3.9% Maintained