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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
1601
Berger Financial Group
Berger Financial Group
Minnesota
$72.8M +$6.33M 8 5.25% Increased
1602
River Wealth Advisors
River Wealth Advisors
Pennsylvania
$72.8M +$459K 5 9.71% Increased
1603
First National Advisers
First National Advisers
Nebraska
$72.8M +$3.87M 5 11.61% Increased
1604
Alpine Associates Management
Alpine Associates Management
Florida
$72.5M +$23.7M 1 3.32% Increased
1605
Quattro Financial Advisors
Quattro Financial Advisors
Texas
$72.5M -$38.6M 4 20.46% Reduced
1606
Hilton Capital Management
Hilton Capital Management
New York
$72.4M -$36M 7 5.61% Reduced
1607
Sound Shore Management
Sound Shore Management
Connecticut
$72.3M -$36.2M 1 2.35% Reduced
1608
Stansberry Asset Management
Stansberry Asset Management
Texas
$72.3M +$3.52M 6 9.03% Increased
1609
HA
Harbor Advisors
Florida
$72.2M +$123K 8 12.09% Increased
1610
Capco Asset Management
Capco Asset Management
Florida
$72.1M -$582K 2 16.67% Reduced
1611
Peak Asset Management
Peak Asset Management
Colorado
$72.1M -$4.35M 8 13.59% Reduced
1612
River Road Asset Management
River Road Asset Management
Kentucky
$71.9M +$13.7M 3 0.94% Increased
1613
CF
Clarity Financial
Texas
$71.8M +$5.72M 6 8.33% Increased
1614
Manchester Capital Management
Manchester Capital Management
Vermont
$71.7M +$336K 18 8.4% Increased
1615
Howe & Rusling
Howe & Rusling
New York
$71.7M +$3.56M 6 6.17% Increased
1616
KWMG
King Wealth Management Group
Florida
$71.6M +$14.6M 7 11.16% Increased
1617
Financiere des Professionnels
Financiere des Professionnels
Quebec, Canada
$71.5M -$361K 4 4.88% Reduced
1618
First Financial Bank - Trust Division
First Financial Bank - Trust Division
Ohio
$71.4M -$1.4M 6 6.54% Reduced
1619
Arcadia Investment Management
Arcadia Investment Management
Michigan
$71.4M -$289K 8 11.74% Reduced
1620
Edge Wealth Management
Edge Wealth Management
New York
$71.4M +$359K 4 14.33% Increased
1621
NTIC
Napean Trading & Investment Company
Singapore
$71.2M -$4.5M 6 17.37% Reduced
1622
PWMAG
Pinnacle Wealth Management Advisory Group
New Jersey
$71.1M -$351K 7 6.8% Reduced
1623
Exchange Capital Management
Exchange Capital Management
Michigan
$71.1M -$2.02M 5 11.32% Reduced
1624
P.J. Schmidt Investment Management (PJS)
P.J. Schmidt Investment Management (PJS)
Wisconsin
$71.1M -$100K 6 12.27% Reduced
1625
Harbor Capital Advisors
Harbor Capital Advisors
Illinois
$71M -$813K 14 3.09% Reduced