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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
Weik Capital Management
Weik Capital Management
Pennsylvania
$39.5M -$2.59M 4 16.33% Reduced
1902
Leuthold Group
Leuthold Group
Minnesota
$39.5M +$207K 2 4.85% Increased
1903
Financial Avengers
Financial Avengers
California
$39.5M +$152K 6 26.41% Increased
1904
GWSG
GPS Wealth Strategies Group
Colorado
$39.5M -$14.1K 14 9.77% Reduced
1905
Simplicity Solutions
Simplicity Solutions
Minnesota
$39.4M +$6.87M 9 6.06% Increased
1906
Venturi Wealth Management
Venturi Wealth Management
Texas
$39.4M +$9.29M 8 3.29% Increased
1907
TFS
Thoroughbred Financial Services
Tennessee
$39.4M -$106K 8 9.59% Reduced
1908
Optas LLC
Optas LLC
Texas
$39.4M -$496K 5 11.45% Reduced
1909
Nishkama Capital LLC
Nishkama Capital LLC
Puerto Rico
$39.3M +$10M 2 11.45% Increased
1910
Steigerwald Gordon & Koch
Steigerwald Gordon & Koch
Virginia
$39.3M +$106K 6 6.42% Increased
1911
Legacy Private Trust
Legacy Private Trust
Wisconsin
$39.1M +$2M 5 3.17% Increased
1912
Foster Victor Wealth Advisors
Foster Victor Wealth Advisors
South Carolina
$39.1M +$1.56M 5 6.26% Increased
1913
Lake Street Private Wealth
Lake Street Private Wealth
Illinois
$39.1M +$510K 8 9.5% Increased
1914
Advisornet Financial
Advisornet Financial
Minnesota
$39M -$22.9M 22 2.72% Reduced
1915
Perennial Advisors
Perennial Advisors
New York
$39M +$205K 4 11.5% Increased
1916
TrustCore Financial Services
TrustCore Financial Services
Tennessee
$39M +$933K 15 3.84% Increased
1917
Sound View Wealth Advisors Group
Sound View Wealth Advisors Group
Georgia
$39M +$457K 7 8.14% Increased
1918
BW Gestao de Investimentos
BW Gestao de Investimentos
Brazil
$38.9M +$1.95M 3 11.85% Increased
1919
Mirova
Mirova
France
$38.9M -$3.13M 7 5.01% Reduced
1920
HI
Handelsinvest Investeringsforvaltning
Denmark
$38.9M +$1.16M 5 4.25% Increased
1921
Hamilton Wealth
Hamilton Wealth
California
$38.9M +$1.66M 4 17.86% Increased
1922
PT
Plimoth Trust
Massachusetts
$38.8M -$443K 6 10.97% Reduced
1923
Hutchinson Capital Management
Hutchinson Capital Management
California
$38.8M +$45K 5 9.37% Increased
1924
Deroy & Devereaux Private Investment Counsel
Deroy & Devereaux Private Investment Counsel
Michigan
$38.7M -$367K 5 3.02% Reduced
1925
Cartica Management
Cartica Management
District of Columbia
$38.6M -$12M 1 7.36% Reduced