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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
1901
McRae Capital Management
McRae Capital Management
New Jersey
$22.6M -$332K 3 8.33% Reduced
1902
Deroy & Devereaux Private Investment Counsel
Deroy & Devereaux Private Investment Counsel
Michigan
$22.6M -$7.51K 4 1.97% Reduced
1903
Greenwood Gearhart
Greenwood Gearhart
Arkansas
$22.5M +$302K 5 5.8% Increased
1904
6 Meridian
6 Meridian
Kansas
$22.5M +$190K 3 1.97% Increased
1905
Moloney Securities Asset Management
Moloney Securities Asset Management
Missouri
$22.5M -$11.7K 9 6.94% Reduced
1906
Telos Capital Management
Telos Capital Management
California
$22.4M +$1.53M 7 5.11% Increased
1907
Institute for Wealth Management
Institute for Wealth Management
Colorado
$22.4M -$626K 8 5.06% Reduced
1908
MCG
McCollum Christoferson Group
New York
$22.4M -$72.4K 5 7.52% Reduced
1909
MJP
Michael J. Puzo
$22.3M -$388K 4 7.99% Reduced
1910
Ramsay Stattman Vela & Price
Ramsay Stattman Vela & Price
Colorado
$22.3M -$84.9K 3 7.14% Reduced
1911
NIC
Northwest Investment Counselors
Oregon
$22.3M +$3.91K 5 7.86% Increased
1912
River Wealth Advisors
River Wealth Advisors
Pennsylvania
$22.3M +$590K 7 7.55% Increased
1913
Selective Wealth Management
Selective Wealth Management
Virginia
$22.3M -$18.3K 7 26.99% Reduced
1914
K.J. Harrison & Partners
K.J. Harrison & Partners
Ontario, Canada
$22.3M +$1.47M 5 5.59% Increased
1915
Fiduciary Financial Services of The Southwest
Fiduciary Financial Services of The Southwest
Texas
$22.3M +$719K 5 5.82% Increased
1916
IIA
IPG Investment Advisors
California
$22.2M +$3.47M 5 7.02% Increased
1917
CRB
Chad R. Baker
$22.2M +$3.51M 3 7.37% Increased
1918
Chronos Wealth Management
Chronos Wealth Management
Florida
$22.2M +$20.9M 4 21.78% New
1919
Next Financial Group
Next Financial Group
Texas
$22.2M -$500K 18 2.29% Reduced
1920
1834 Investment Advisors
1834 Investment Advisors
Wisconsin
$22.2M -$4.4M 9 3.4% Reduced
1921
HRC
Hoertkorn Richard Charles
$22.2M -$325K 8 13.63% Reduced
1922
Tandem Investment Advisors
Tandem Investment Advisors
South Carolina
$22.1M +$1.29M 2 3.71% Increased
1923
FVCM
F&V Capital Management
Florida
$22.1M +$150K 4 12.01% Increased
1924
Bogle Investment Management
Bogle Investment Management
Massachusetts
$22.1M +$9.7M 2 2.07% Increased
1925
Snow Capital Management
Snow Capital Management
Pennsylvania
$22.1M -$31.2M 4 3.07% Reduced