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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
Liberty One Investment Management
Liberty One Investment Management
Illinois
$71.4M +$31.5M 9 4.01% Increased
1902
Vantage Wealth
Vantage Wealth
California
$71.3M -$2.54M 4 15.52% Reduced
1903
Bender Robert & Associates
Bender Robert & Associates
California
$71.2M -$1.04M 5 15.4% Reduced
1904
Absher Wealth Management
Absher Wealth Management
North Carolina
$71.2M -$2.67M 5 8.51% Reduced
1905
Rosenblum Silverman Sutton
Rosenblum Silverman Sutton
California
$71M -$494K 4 16.21% Reduced
1906
Prelude Capital Management
Prelude Capital Management
New York
$70.8M +$17.5M 19 5.52% Increased
1907
Condor Capital Management
Condor Capital Management
New Jersey
$70.7M -$1.98M 5 5.8% Reduced
1908
Unio Capital
Unio Capital
New Jersey
$70.7M -$13.7M 4 16.85% Reduced
1909
Eagle Rock Investment Company
Eagle Rock Investment Company
Georgia
$70.6M -$300K 6 10.36% Reduced
1910
Marks Group Wealth Management
Marks Group Wealth Management
Minnesota
$70.6M -$2.22M 7 6.56% Reduced
1911
WM
WS Management
Florida
$70.6M -$4.53M 2 7.68% Reduced
1912
PDS Planning
PDS Planning
Ohio
$70.5M +$810K 10 4.88% Increased
1913
Willis Investment Counsel
Willis Investment Counsel
Georgia
$70.5M -$60.4K 4 3.86% Reduced
1914
Aspen Grove Capital
Aspen Grove Capital
Colorado
$70.4M -$4.81M 9 11.85% Reduced
1915
Eventide Asset Management
Eventide Asset Management
Massachusetts
$70.4M +$13.6M 6 1.16% Increased
1916
NG
Northstar Group
New York
$70.3M -$216K 7 10.24% Reduced
1917
SeaBridge Investment Advisors
SeaBridge Investment Advisors
New Jersey
$70.3M +$2.09M 8 11.41% Increased
1918
Monetary Management Group
Monetary Management Group
Missouri
$70.2M -$851K 6 16.12% Reduced
1919
GPM Growth Investors
GPM Growth Investors
Michigan
$70.1M -$2.17M 5 26.96% Reduced
1920
Farmers Trust Company
Farmers Trust Company
Ohio
$70M -$4.2M 9 12.07% Reduced
1921
Stockman Wealth Management
Stockman Wealth Management
Montana
$69.9M -$1.13M 6 8.67% Reduced
1922
Jacobi Capital Management
Jacobi Capital Management
Pennsylvania
$69.8M +$1.15M 9 4.25% Increased
1923
XML Financial
XML Financial
Maryland
$69.7M -$1.05M 6 5.67% Reduced
1924
Supplemental Annuity Collective Trust (SACT) of New Jersey
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$69.7M -$693K 6 18.34% Reduced
1925
MKC
M. Kraus & Co
Vermont
$69.7M -$988K 6 19.45% Reduced