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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
1851
SRAM
Spouting Rock Asset Management
Pennsylvania
$30.4M -$6.93M 5 14.53% Reduced
1852
Chase Investment Counsel
Chase Investment Counsel
Virginia
$30.3M -$2.08M 4 15.14% Reduced
1853
Berkshire Bank
Berkshire Bank
Massachusetts
$30.2M +$30.5M 6 8.03% New
1854
IAIM
International Assets Investment Management
Florida
$30.2M -$10.9M 11 7.51% Reduced
1855
Orion Portfolio Solutions
Orion Portfolio Solutions
Nebraska
$30.1M +$7.02M 8 1.56% Increased
1856
KLCM Advisors
KLCM Advisors
Wisconsin
$30M -$7.07M 5 8.75% Reduced
1857
Knuff & Co
Knuff & Co
California
$29.9M +$3.69M 10 14.08% Increased
1858
Sound View Wealth Advisors Group
Sound View Wealth Advisors Group
Georgia
$29.9M -$67.7K 8 7.87% Reduced
1859
Dillon & Associates
Dillon & Associates
Michigan
$29.9M -$82.4K 4 7.21% Reduced
1860
Credential Qtrade Securities
Credential Qtrade Securities
$29.9M +$1.96M 7 3.43% Increased
1861
PWW
Pettyjohn Wood & White
Virginia
$29.9M -$79K 6 8.73% Reduced
1862
Perennial Investment Advisors
Perennial Investment Advisors
California
$29.8M +$4.69M 9 14.96% Increased
1863
Hunter Associates Investment Management
Hunter Associates Investment Management
Pennsylvania
$29.8M -$607K 6 8.29% Reduced
1864
Princeton Portfolio Strategies Group
Princeton Portfolio Strategies Group
New Jersey
$29.8M -$1.33M 6 6.51% Reduced
1865
Lake Street Private Wealth
Lake Street Private Wealth
Illinois
$29.8M +$72.3K 6 10% Increased
1866
LWANC
Laurel Wealth Advisors (North Carolina)
North Carolina
$29.7M +$739K 9 8.88% Increased
1867
Toth Financial Advisory
Toth Financial Advisory
Virginia
$29.7M -$138K 10 5.71% Reduced
1868
Steigerwald Gordon & Koch
Steigerwald Gordon & Koch
Virginia
$29.7M -$96.4K 6 7.03% Reduced
1869
LaFleur & Godfrey
LaFleur & Godfrey
Michigan
$29.5M +$693K 4 6.66% Increased
1870
10-15 Associates
10-15 Associates
New York
$29.5M -$71.8K 4 5.72% Reduced
1871
TFS
Thoroughbred Financial Services
Tennessee
$29.5M +$210K 7 11.1% Increased
1872
M.D. Sass LLC
M.D. Sass LLC
New York
$29.5M -$1.81M 3 7.31% Reduced
1873
Quadrant Private Wealth Management
Quadrant Private Wealth Management
Pennsylvania
$29.5M +$1.3M 7 14.82% Increased
1874
Arden Trust
Arden Trust
Delaware
$29.5M -$874K 11 5.29% Reduced
1875
Wellington Shields & Co
Wellington Shields & Co
New York
$29.4M +$1.62M 8 12.37% Increased