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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
Smithbridge Asset Management
Smithbridge Asset Management
Pennsylvania
$66.5M +$15.6M 6 11.45% Increased
1702
Parcion Private Wealth
Parcion Private Wealth
Washington
$66.5M +$3.5M 8 5.53% Increased
1703
Torray Investment Partners
Torray Investment Partners
Maryland
$66.5M +$3.73M 5 9.3% Increased
1704
Dillon & Associates
Dillon & Associates
Michigan
$66.5M +$1.19M 5 9.35% Increased
1705
Alfreton Capital
Alfreton Capital
United Kingdom
$66.3M -$6.71M 1 30.67% Reduced
1706
First Trust Investment Solutions
First Trust Investment Solutions
Florida
$66.2M +$23.9M 7 7.45% Increased
1707
Rice Partnership
Rice Partnership
Hawaii
$66.1M -$666K 6 13.3% Reduced
1708
Lindbrook Capital
Lindbrook Capital
California
$66M -$287K 27 5.84% Reduced
1709
Csenge Advisory Group
Csenge Advisory Group
Florida
$65.8M +$342K 9 3.43% Increased
1710
PWW
Pettyjohn Wood & White
Virginia
$65.7M -$160K 6 12.09% Reduced
1711
RCM
Ratan Capital Management
Florida
$65.6M +$24.6M 3 17.69% Increased
1712
Farmers Trust Company
Farmers Trust Company
Ohio
$65.5M +$919K 9 12.22% Increased
1713
Apriem Advisors
Apriem Advisors
California
$65.5M +$14.8M 6 7.65% Increased
1714
Valicenti Advisory Services
Valicenti Advisory Services
New York
$65.5M -$4.13M 5 16.82% Reduced
1715
CWM
Cornerstone Wealth Management
Missouri
$65.5M +$6.08M 8 4.61% Increased
1716
Concourse Financial Group Securities
Concourse Financial Group Securities
Alabama
$65.4M -$317K 20 3.89% Reduced
1717
Community Bank
Community Bank
New York
$65.4M -$86K 7 8.25% Reduced
1718
Summit Global Investments
Summit Global Investments
Utah
$65.4M -$10.8M 8 4.17% Reduced
1719
Auxier Asset Management
Auxier Asset Management
Oregon
$65.3M -$2.29M 7 9.65% Reduced
1720
Great Lakes Retirement
Great Lakes Retirement
Ohio
$65.3M +$4.84M 7 8.37% Increased
1721
Adero Partners
Adero Partners
California
$65.2M -$293K 10 4.33% Reduced
1722
LA
Lynch & Associates
Indiana
$65.2M -$444K 4 13.78% Reduced
1723
GM Advisory Group
GM Advisory Group
New York
$65M +$1.07M 9 3.9% Increased
1724
K.J. Harrison & Partners
K.J. Harrison & Partners
Ontario, Canada
$64.9M +$2.85M 6 9.8% Increased
1725
Arrow Financial
Arrow Financial
New York
$64.8M -$288K 9 5.99% Reduced