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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
1701
Dorsey Wright & Associates
Dorsey Wright & Associates
California
$20.3M +$10.4M 4 3.14% Increased
1702
180 Wealth Advisors
180 Wealth Advisors
Washington
$20.2M +$203K 7 10.5% Increased
1703
PAM
Premier Asset Management
Illinois
$20.2M +$223K 4 4.52% Increased
1704
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$20.2M +$289K 14 0.8% Increased
1705
Black Swift Group
Black Swift Group
Colorado
$20.2M +$6.22M 2 14.54% Increased
1706
CBT
Central Bank & Trust
Kentucky
$20.1M -$428K 7 5.02% Reduced
1707
Connable Office Inc
Connable Office Inc
Michigan
$20.1M -$498K 6 3.95% Reduced
1708
Argent Trust Co
Argent Trust Co
Tennessee
$20.1M +$5.34M 7 5.75% Increased
1709
Sustainable Insight Capital Management
Sustainable Insight Capital Management
New York
$20M +$2.17M 5 7.94% Increased
1710
Bernzott Capital Advisors
Bernzott Capital Advisors
California
$20M -$418K 2 2.6% Reduced
1711
Evanson Asset Management
Evanson Asset Management
California
$20M +$720K 6 4.11% Increased
1712
Welch Capital Partners
Welch Capital Partners
New York
$19.9M +$365K 3 6.85% Increased
1713
Oakworth Capital
Oakworth Capital
Alabama
$19.9M -$32.6K 11 4.77% Reduced
1714
Blue Fin Capital
Blue Fin Capital
Rhode Island
$19.9M +$929K 6 11.25% Increased
1715
Walter & Keenan Wealth Management
Walter & Keenan Wealth Management
Indiana
$19.9M -$318K 6 8.59% Reduced
1716
Cardinal Capital Management Inc (North Carolina)
Cardinal Capital Management Inc (North Carolina)
North Carolina
$19.9M -$866K 4 6.24% Reduced
1717
K.J. Harrison & Partners
K.J. Harrison & Partners
Ontario, Canada
$19.9M +$6.42M 4 6.48% Increased
1718
PTB
Pioneer Trust Bank
Oregon
$19.8M -$546K 5 10.08% Reduced
1719
TTP Investments
TTP Investments
California
$19.8M -$127K 3 18.44% Reduced
1720
Glenview State Bank Trust Department
Glenview State Bank Trust Department
Illinois
$19.8M -$271K 6 9.31% Reduced
1721
Schnieders Capital Management
Schnieders Capital Management
California
$19.7M +$514K 7 8.5% Increased
1722
Winch Advisory Services
Winch Advisory Services
Wisconsin
$19.7M +$2.89M 8 11.53% Increased
1723
Intact Investment Management
Intact Investment Management
Quebec, Canada
$19.6M -$18M 5 0.76% Reduced
1724
Northstar Capital Management
Northstar Capital Management
New York
$19.6M -$375K 6 18.11% Reduced
1725
Alta Park Capital
Alta Park Capital
California
$19.5M -$7.6M 3 14.78% Reduced