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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
1676
YorkBridge Wealth Partners
YorkBridge Wealth Partners
New York
$21.4M +$5.68K 16 11.33% Increased
1677
Main Street Research
Main Street Research
Connecticut
$21.4M -$28.7M 4 8.32% Reduced
1678
MIM
Marco Investment Management
Georgia
$21.4M -$4.36M 8 4.24% Reduced
1679
Petrus Trust Company
Petrus Trust Company
Texas
$21.4M +$12.2M 3 4.68% Increased
1680
IP
Interval Partners
New York
$21.3M -$90.2M 1 1.15% Reduced
1681
CenturyLink Investment Management
CenturyLink Investment Management
Colorado
$21.3M +$4.21K 6 9.91% Increased
1682
Flossbach von Storch AG Zurich
Flossbach von Storch AG Zurich
Switzerland
$21.3M +$22.7M 6 19.68% New
1683
Intellectus Partners
Intellectus Partners
California
$21.2M -$7.09M 13 14.56% Reduced
1684
First Financial Bank - Trust Division
First Financial Bank - Trust Division
Ohio
$21.2M -$754K 6 3.7% Reduced
1685
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$21.1M $0 3 0.29% Maintained
1686
KWMG
King Wealth Management Group
Florida
$21.1M +$4.15M 5 7.65% Increased
1687
CBT
Central Bank & Trust
Kentucky
$21.1M +$651K 6 5.32% Increased
1688
Bellecapital
Bellecapital
Switzerland
$21.1M +$2.85M 6 15.03% Increased
1689
Avantax Advisory Services
Avantax Advisory Services
Texas
$21.1M +$22.6M 7 3.54% New
1690
Verdence Capital Advisors
Verdence Capital Advisors
Maryland
$21.1M -$3.69M 7 5.9% Reduced
1691
FPFS
First Personal Financial Services
North Carolina
$21M -$400K 10 7.26% Reduced
1692
Boys Arnold & Co
Boys Arnold & Co
North Carolina
$21M -$259K 7 3.47% Reduced
1693
SSI
Scott & Selber Inc
Texas
$21M +$1.33M 4 12.8% Increased
1694
Lincoln Capital
Lincoln Capital
Nebraska
$21M +$2.16M 4 11.47% Increased
1695
LA
Lynch & Associates
Indiana
$20.9M +$881K 3 7.8% Increased
1696
Monetta Financial Services
Monetta Financial Services
Illinois
$20.9M +$535K 3 16.29% Increased
1697
Hood River Capital Management
Hood River Capital Management
Florida
$20.9M +$6.28M 2 1.23% Increased
1698
ICM Asset Management
ICM Asset Management
Washington
$20.8M -$5.89K 1 18.32% Reduced
1699
Joel Isaacson & Co
Joel Isaacson & Co
New York
$20.8M +$2.69M 8 3.3% Increased
1700
RV Capital
RV Capital
Switzerland
$20.8M +$21.5M 1 18.5% New