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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
1651
M Holdings Securities
M Holdings Securities
Oregon
$25.6M +$6.68M 9 5.92% Increased
1652
Duff & Phelps Investment Management
Duff & Phelps Investment Management
Illinois
$25.5M -$241K 6 0.38% Reduced
1653
KWMG
King Wealth Management Group
Florida
$25.5M +$864K 5 7.98% Increased
1654
Alta Park Capital
Alta Park Capital
California
$25.5M +$4.32M 2 8.28% Increased
1655
Campbell Capital Management
Campbell Capital Management
Florida
$25.4M +$532K 4 18.4% Increased
1656
Quadrant Capital Group
Quadrant Capital Group
Ohio
$25.4M +$9.01M 18 4.47% Increased
1657
Bath Savings Trust
Bath Savings Trust
Maine
$25.4M +$2.14M 6 5.35% Increased
1658
LVM Capital Management
LVM Capital Management
Michigan
$25.4M -$386K 6 5.82% Reduced
1659
Holderness Investments Company
Holderness Investments Company
North Carolina
$25.4M +$37.1K 7 12.14% Increased
1660
LA
Lynch & Associates
Indiana
$25.3M +$619K 3 8.4% Increased
1661
Auxier Asset Management
Auxier Asset Management
Oregon
$25.3M -$1.21M 6 5.2% Reduced
1662
CCM
Consolidated Capital Management
California
$25.3M +$7.09M 3 15.84% Increased
1663
Affinity Investment Advisors
Affinity Investment Advisors
California
$25.3M +$7.75M 3 5.18% Increased
1664
Sheets Smith Wealth Management
Sheets Smith Wealth Management
North Carolina
$25.3M +$1.92M 6 5.47% Increased
1665
SignatureFD
SignatureFD
Georgia
$25.2M -$1.49M 17 2.15% Reduced
1666
Hikari Power
Hikari Power
Japan
$25.2M $0 3 2.64% Maintained
1667
Millennium TVP Management
Millennium TVP Management
New York
$25.2M $0 1 28.55% Maintained
1668
JCIC Asset Management
JCIC Asset Management
Ontario, Canada
$25.1M +$1.31M 6 9.98% Increased
1669
Minneapolis Portfolio Management Group
Minneapolis Portfolio Management Group
Minnesota
$25M +$11.7M 1 3.48% Increased
1670
GIM
Greylin Investment Management
Virginia
$25M -$505K 1 5.61% Reduced
1671
Intellectus Partners
Intellectus Partners
California
$24.9M -$221K 13 10.71% Reduced
1672
Oakworth Capital
Oakworth Capital
Alabama
$24.9M -$349K 11 5.1% Reduced
1673
RKL Wealth Management
RKL Wealth Management
Pennsylvania
$24.8M -$401K 5 4.85% Reduced
1674
Perigon Wealth Management
Perigon Wealth Management
California
$24.8M -$3.28M 10 5.76% Reduced
1675
Broadleaf Partners
Broadleaf Partners
Ohio
$24.8M -$226K 3 17.28% Reduced