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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
1801
SWK
Stephen W. Kidder
$18.7M -$466K 5 7.18% Reduced
1802
Nicholas Hoffman & Company
Nicholas Hoffman & Company
Georgia
$18.7M -$31.1K 5 6.86% Reduced
1803
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors
Missouri
$18.7M -$18.9K 7 1.81% Reduced
1804
SMI
Shelter Mutual Insurance
Missouri
$18.7M -$2.17M 2 5.53% Reduced
1805
Atika Capital Management
Atika Capital Management
New York
$18.6M -$1.21M 2 3.59% Reduced
1806
Kingsview Wealth Management
Kingsview Wealth Management
Oregon
$18.6M +$658K 7 4.45% Increased
1807
MCA
Morris Capital Advisors
Pennsylvania
$18.6M -$1.45M 4 13.03% Reduced
1808
EA
Evanston Advisors
Illinois
$18.5M -$266K 3 4.18% Reduced
1809
WCP
Welch Capital Partners
New York
$18.5M -$2.08M 3 6.36% Reduced
1810
Oak Grove Capital
Oak Grove Capital
New Hampshire
$18.5M +$1.53M 5 18.77% Increased
1811
Heritage Trust
Heritage Trust
Oklahoma
$18.5M -$54.8K 9 6.95% Reduced
1812
MJP
Michael J. Puzo
$18.5M -$591K 3 7.82% Reduced
1813
TYCC
Texas Yale Capital Corp
Florida
$18.5M -$83K 6 1.59% Reduced
1814
AIIMS
Analyst IMS Investment Management Services
Israel
$18.5M -$122K 8 5.65% Reduced
1815
Shepherd Financial Partners
Shepherd Financial Partners
Massachusetts
$18.5M +$1.65M 6 4.15% Increased
1816
Managed Asset Portfolios
Managed Asset Portfolios
Michigan
$18.5M +$560K 1 5.42% Increased
1817
WAS
WESPAC Advisors SoCal
California
$18.5M -$368K 4 10.63% Reduced
1818
KCP
KDI Capital Partners
North Carolina
$18.5M +$36.3K 4 5.88% Increased
1819
Smithfield Trust
Smithfield Trust
Pennsylvania
$18.4M +$881K 13 2.13% Increased
1820
DSC
Duncker Streett & Co
Missouri
$18.4M +$593K 9 4.56% Increased
1821
Cardinal Capital Management Inc (North Carolina)
Cardinal Capital Management Inc (North Carolina)
North Carolina
$18.4M -$2.23M 5 5.56% Reduced
1822
CL
CIM LLC
New York
$18.4M -$1.72M 4 6.61% Reduced
1823
VCP
Vernier Capital Partners
New York
$18.4M -$8.9M 2 8.3% Reduced
1824
CI
Cooper Investors
Australia
$18.3M -$37.4M 1 2.24% Reduced
1825
Vicus Capital
Vicus Capital
Pennsylvania
$18.3M +$141K 8 3.02% Increased