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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
Managed Asset Portfolios
Managed Asset Portfolios
Michigan
$34.4M +$456K 1 5.47% Increased
1852
Saber Capital Management
Saber Capital Management
North Carolina
$34.4M +$4.35M 4 35.79% Increased
1853
KLCM Advisors
KLCM Advisors
Wisconsin
$34.4M +$743K 6 7.66% Increased
1854
Mather Group
Mather Group
Illinois
$34.4M +$801K 6 0.79% Increased
1855
LWANC
Laurel Wealth Advisors (North Carolina)
North Carolina
$34.4M +$1.32M 13 8.32% Increased
1856
Eudaimonia Partners
Eudaimonia Partners
Tennessee
$34.4M +$2.51M 6 6.31% Increased
1857
WESPAC Advisors SoCal
WESPAC Advisors SoCal
California
$34.4M -$117K 3 13.13% Reduced
1858
Delta Investment Management
Delta Investment Management
California
$34.3M +$5.16M 5 15.67% Increased
1859
Whitener Capital Management
Whitener Capital Management
North Carolina
$34.2M +$536K 8 15.43% Increased
1860
GIM
Greylin Investment Management
Virginia
$34.2M +$133K 3 6.61% Increased
1861
Elk River Wealth Management
Elk River Wealth Management
Colorado
$34.1M -$974K 5 8.63% Reduced
1862
Daily Journal Corp
Daily Journal Corp
California
$34.1M $0 1 19.5% Maintained
1863
RiverFront Investment Group
RiverFront Investment Group
Virginia
$34.1M +$10.3M 2 1.28% Increased
1864
Rollins Financial
Rollins Financial
Georgia
$34M +$4.02M 4 11.97% Increased
1865
Freshford Capital Management
Freshford Capital Management
New York
$34M +$73K 1 4.65% Increased
1866
MKC
M. Kraus & Co
Vermont
$34M +$12.2K 5 13.15% Increased
1867
Weik Capital Management
Weik Capital Management
Pennsylvania
$34M +$618K 5 15.47% Increased
1868
Towle & Co
Towle & Co
Colorado
$33.9M -$886K 1 5.32% Reduced
1869
LCH
Lee Capital Holdings
New York
$33.9M -$13.3M 4 26.54% Reduced
1870
China Universal Asset Management Company
China Universal Asset Management Company
China
$33.9M -$150K 4 14.24% Reduced
1871
Hedeker Wealth
Hedeker Wealth
Illinois
$33.8M +$194M 5 11.68% Increased
1872
Avidian Wealth Enterprises
Avidian Wealth Enterprises
Texas
$33.8M +$538K 9 2.39% Increased
1873
Comerica Securities
Comerica Securities
Michigan
$33.8M -$579K 8 2.55% Reduced
1874
Circle Wealth Management
Circle Wealth Management
New Jersey
$33.7M +$2M 8 5.37% Increased
1875
Anchor Capital Advisors
Anchor Capital Advisors
Massachusetts
$33.7M -$5.26M 5 0.86% Reduced