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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
Nicholas Hoffman & Company
Nicholas Hoffman & Company
Georgia
$28M +$2.05M 7 9.43% Increased
1702
FORA Capital
FORA Capital
Florida
$28M -$12.5M 12 6.04% Reduced
1703
Private Advisory Group
Private Advisory Group
Washington
$27.9M +$4.03M 4 14.24% Increased
1704
WealthPLAN Partners
WealthPLAN Partners
Nebraska
$27.9M +$3.5M 6 3.62% Increased
1705
Two Sigma Securities
Two Sigma Securities
New York
$27.9M +$21.8M 8 0.63% Increased
1706
IAIM
International Assets Investment Management
Florida
$27.9M +$41.9M 7 8.53% New
1707
Steginsky Capital
Steginsky Capital
New York
$27.9M +$582K 2 19.46% Increased
1708
Laurel Wealth Advisors (California)
Laurel Wealth Advisors (California)
California
$27.9M -$3.1M 7 6.41% Reduced
1709
Citizens Business Bank
Citizens Business Bank
California
$27.9M -$722K 7 5.75% Reduced
1710
Sitrin Capital Management
Sitrin Capital Management
California
$27.8M -$2.17M 5 16.48% Reduced
1711
Foster Dykema Cabot & Co
Foster Dykema Cabot & Co
Massachusetts
$27.8M -$8.16M 6 5.39% Reduced
1712
ARMC
American Research & Management Company
Massachusetts
$27.8M -$1.03M 7 10.55% Reduced
1713
Family Management
Family Management
New York
$27.8M -$1.49M 7 13.88% Reduced
1714
M.D. Sass LLC
M.D. Sass LLC
New York
$27.7M +$3.82M 3 10.05% Increased
1715
PM Capital
PM Capital
Australia
$27.7M +$3.84M 1 9.05% Increased
1716
CCM
Consolidated Capital Management
California
$27.7M +$3.9M 3 21.72% Increased
1717
Timber Creek Capital Management
Timber Creek Capital Management
Massachusetts
$27.6M -$621K 6 20.13% Reduced
1718
Exchange Capital Management
Exchange Capital Management
Michigan
$27.5M -$1.62M 5 8.96% Reduced
1719
Optiver US
Optiver US
Illinois
$27.4M +$23.3M 2 0.05% Increased
1720
Mandatum Life Insurance Company
Mandatum Life Insurance Company
Finland
$27.4M +$11.5M 7 7.32% Increased
1721
Stansberry Asset Management
Stansberry Asset Management
Texas
$27.3M +$4.01M 2 14.36% Increased
1722
ECG
EPIQ Capital Group
California
$27.2M -$2.84M 2 8.06% Reduced
1723
Intellectus Partners
Intellectus Partners
California
$27.2M +$1.5M 7 12.98% Increased
1724
Western Wealth Management
Western Wealth Management
Colorado
$27.1M +$407K 8 6.23% Increased
1725
Anchor Investment Management
Anchor Investment Management
South Carolina
$27.1M +$1.37M 11 7% Increased