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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
1826
SlateStone Wealth
SlateStone Wealth
Florida
$45.2M +$3.37M 6 10.09% Increased
1827
Act Two Investors
Act Two Investors
California
$45.2M +$1.11M 3 35.8% Increased
1828
LA
Lynch & Associates
Indiana
$44.9M -$906K 4 10.88% Reduced
1829
Eisler Capital (UK)
Eisler Capital (UK)
United Kingdom
$44.9M -$38M 5 0.75% Reduced
1830
ARMC
American Research & Management Company
Massachusetts
$44.8M -$432K 8 9.88% Reduced
1831
Arthedge Capital Management
Arthedge Capital Management
New York
$44.8M -$1.3M 3 28.55% Reduced
1832
NKCFO LLC
NKCFO LLC
Illinois
$44.7M +$460K 5 13.9% Increased
1833
Whitener Capital Management
Whitener Capital Management
North Carolina
$44.7M +$3.04K 8 16.8% Increased
1834
Bandera Partners
Bandera Partners
New York
$44.7M +$5.63M 3 13.31% Increased
1835
Comerica Securities
Comerica Securities
Michigan
$44.7M +$1.07M 9 3% Increased
1836
Edge Capital Group
Edge Capital Group
Georgia
$44.7M -$545K 8 3.06% Reduced
1837
DCM Advisors
DCM Advisors
New York
$44.7M -$8.17M 6 15.81% Reduced
1838
China Universal Asset Management Company
China Universal Asset Management Company
China
$44.7M -$22.7M 4 15.81% Reduced
1839
Hamilton Wealth
Hamilton Wealth
California
$44.6M +$3.09M 4 19.39% Increased
1840
Tandem Investment Advisors
Tandem Investment Advisors
South Carolina
$44.6M +$1.36M 3 2.74% Increased
1841
Venturi Wealth Management
Venturi Wealth Management
Texas
$44.6M +$3.47M 10 3.42% Increased
1842
PWMAG
Pinnacle Wealth Management Advisory Group
New Jersey
$44.6M +$4.79M 7 6.42% Increased
1843
Buffington Mohr McNeal
Buffington Mohr McNeal
Idaho
$44.6M -$617K 7 8.43% Reduced
1844
Sheets Smith Wealth Management
Sheets Smith Wealth Management
North Carolina
$44.5M -$270K 5 6.13% Reduced
1845
Institute for Wealth Management
Institute for Wealth Management
Colorado
$44.4M +$1.91M 11 7.18% Increased
1846
Physicians Financial Services
Physicians Financial Services
North Carolina
$44.3M +$539K 7 16.9% Increased
1847
MCI
McDonald Capital Investors
California
$44.3M +$57K 1 3.16% Increased
1848
GM Advisory Group
GM Advisory Group
New York
$44.2M +$888K 8 5.26% Increased
1849
GA
GFS Advisors
Texas
$44.2M -$3.93M 6 9.31% Reduced
1850
Allen Mooney & Barnes Investment Advisors
Allen Mooney & Barnes Investment Advisors
Georgia
$44.2M +$43.1M 7 9.79% New