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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
1751
6 Meridian
6 Meridian
Kansas
$26.5M +$6.2M 3 2.78% Increased
1752
Cypress Asset Management
Cypress Asset Management
Texas
$26.5M +$1.43M 5 11.42% Increased
1753
Trust Company of Kansas
Trust Company of Kansas
Kansas
$26.4M +$365K 4 15.72% Increased
1754
Bellecapital
Bellecapital
Switzerland
$26.4M -$2.23M 6 16.87% Reduced
1755
MIM
Marco Investment Management
Georgia
$26.2M +$633K 7 5.56% Increased
1756
Kelly Lawrence W & Associates
Kelly Lawrence W & Associates
California
$26.2M -$2.59M 6 6.37% Reduced
1757
Intrinsic Edge Capital Management
Intrinsic Edge Capital Management
Illinois
$26.1M +$18.3M 4 3.46% Increased
1758
Auxier Asset Management
Auxier Asset Management
Oregon
$26.1M -$5.47M 6 6.52% Reduced
1759
Altium Wealth Management
Altium Wealth Management
New York
$26.1M +$3.99M 6 3.57% Increased
1760
First Fiduciary Investment Counsel
First Fiduciary Investment Counsel
Ohio
$26M -$1.81M 2 6.88% Reduced
1761
Boys Arnold & Co
Boys Arnold & Co
North Carolina
$26M -$1.61M 6 4.59% Reduced
1762
Connors Investor Services
Connors Investor Services
Pennsylvania
$26M +$14.8M 3 4.5% Increased
1763
SRAM
Spouting Rock Asset Management
Pennsylvania
$25.9M -$10.7M 4 17.94% Reduced
1764
CFM Wealth Partners
CFM Wealth Partners
Texas
$25.9M +$815K 9 12.05% Increased
1765
Vident Investment Advisory
Vident Investment Advisory
Georgia
$25.8M +$17.1M 11 1.69% Increased
1766
CRA Financial Services
CRA Financial Services
New Jersey
$25.8M +$5.38M 6 16.49% Increased
1767
Glenview State Bank Trust Department
Glenview State Bank Trust Department
Illinois
$25.7M -$228K 6 12.38% Reduced
1768
Pembroke Management
Pembroke Management
Quebec, Canada
$25.7M -$24.6M 2 4.09% Reduced
1769
Claret Asset Management
Claret Asset Management
Quebec, Canada
$25.7M -$7.84M 6 7.26% Reduced
1770
KWMG
King Wealth Management Group
Florida
$25.7M +$117K 6 11.11% Increased
1771
SCS Capital Management
SCS Capital Management
Massachusetts
$25.7M +$27.3M 3 0.8% New
1772
SSI
Scott & Selber Inc
Texas
$25.7M +$2.91M 5 16.03% Increased
1773
RKL Wealth Management
RKL Wealth Management
Pennsylvania
$25.6M -$860K 4 5.36% Reduced
1774
ICM Asset Management
ICM Asset Management
Washington
$25.6M $0 1 24.97% Maintained
1775
CMH Wealth Management
CMH Wealth Management
New Hampshire
$25.6M +$2.43M 3 14.95% Increased