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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
Texas Yale Capital Corp
Texas Yale Capital Corp
Florida
$58M +$1.16M 7 2.38% Increased
1802
Alley Investment Management Company
Alley Investment Management Company
Illinois
$57.9M +$251K 4 7.26% Increased
1803
PWW
Pettyjohn Wood & White
Virginia
$57.8M -$2.16M 6 11.08% Reduced
1804
John G. Ullman & Associates
John G. Ullman & Associates
New York
$57.8M -$5.34M 8 8.91% Reduced
1805
Capital Investment Advisory Services
Capital Investment Advisory Services
North Carolina
$57.7M +$1.89M 10 5.16% Increased
1806
Arete Wealth Advisors
Arete Wealth Advisors
Illinois
$57.7M -$6.64M 9 4.41% Reduced
1807
Claret Asset Management
Claret Asset Management
Quebec, Canada
$57.7M -$5.45M 6 8.21% Reduced
1808
Bell Bank
Bell Bank
North Dakota
$57.6M +$6.27M 7 3.11% Increased
1809
Journey Advisory Group
Journey Advisory Group
Kentucky
$57.6M +$8.86M 7 4.72% Increased
1810
Auxier Asset Management
Auxier Asset Management
Oregon
$57.6M +$436K 7 8.59% Increased
1811
Whalerock Point Partners
Whalerock Point Partners
Rhode Island
$57.6M +$1.28M 6 13.67% Increased
1812
CRA Financial Services
CRA Financial Services
New Jersey
$57.4M +$541K 6 9.82% Increased
1813
Naples Global Advisors
Naples Global Advisors
Florida
$57.4M +$1.56M 7 5.45% Increased
1814
HM
HCEP Management
Hong Kong
$57.3M +$49.4M 1 33.18% Increased
1815
Cache Advisors
Cache Advisors
California
$57.1M +$10.8M 9 21.92% Increased
1816
Colonial Trust
Colonial Trust
South Carolina
$57.1M -$1.96M 16 8.86% Reduced
1817
Brooklyn Investment Group
Brooklyn Investment Group
New York
$56.9M +$12.8M 23 12.3% Increased
1818
Buckley Wealth Management
Buckley Wealth Management
Nevada
$56.9M +$417K 5 17.7% Increased
1819
Capital Asset Advisory Services
Capital Asset Advisory Services
Michigan
$56.9M +$150K 7 2.9% Increased
1820
SC
Saybrook Capital
North Carolina
$56.8M +$409K 3 15.67% Increased
1821
Untitled Investments
Untitled Investments
New York
$56.8M +$1.62M 2 16.07% Increased
1822
Atmos Capital Gestao de Recursos
Atmos Capital Gestao de Recursos
Brazil
$56.7M -$27M 2 11.91% Reduced
1823
GUB
Golden Unicorn BVI
$56.6M +$41.9M 1 12.1% Increased
1824
Optas LLC
Optas LLC
Texas
$56.6M +$44K 7 9.84% Increased
1825
Arvest Bank Trust Division
Arvest Bank Trust Division
Oklahoma
$56.4M +$33.7M 5 3.57% Increased