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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
2051
Financial Avengers
Financial Avengers
California
$47M +$58.1K 9 23.14% Increased
2052
Bulltick Wealth Management
Bulltick Wealth Management
Florida
$47M -$5.93M 6 11.36% Reduced
2053
Shepherd Financial Partners
Shepherd Financial Partners
Massachusetts
$46.9M +$870K 5 5.65% Increased
2054
Cadinha & Co
Cadinha & Co
Hawaii
$46.9M -$12.1M 4 8.02% Reduced
2055
KAS
Kemnay Advisory Services
New York
$46.9M +$1.68M 5 8.49% Increased
2056
VST
Van Strum & Towne
California
$46.9M +$103K 5 16.22% Increased
2057
United Bank (Virginia)
United Bank (Virginia)
Virginia
$46.8M -$318K 5 5.45% Reduced
2058
Convergence Investment Partners
Convergence Investment Partners
Florida
$46.8M -$3.89M 9 12.62% Reduced
2059
GCM Grosvenor Holdings
GCM Grosvenor Holdings
Illinois
$46.7M $0 1 7.1% Maintained
2060
Continuum Advisory
Continuum Advisory
Idaho
$46.6M +$2.07M 19 5.95% Increased
2061
Managed Asset Portfolios
Managed Asset Portfolios
Michigan
$46.6M -$5.58M 2 6.58% Reduced
2062
Sirios Capital Management
Sirios Capital Management
Massachusetts
$46.5M +$9.7M 3 8.24% Increased
2063
Laffer Tengler Investments
Laffer Tengler Investments
Tennessee
$46.5M +$1.65M 6 9.42% Increased
2064
Iowa State Bank
Iowa State Bank
Iowa
$46.5M -$1.41M 5 9.56% Reduced
2065
McDonough Capital Management
McDonough Capital Management
Florida
$46.5M +$318K 3 32% Increased
2066
Sheets Smith Wealth Management
Sheets Smith Wealth Management
North Carolina
$46.5M -$2.35M 4 5.69% Reduced
2067
Kite Lake Capital Management (UK)
Kite Lake Capital Management (UK)
United Kingdom
$46.4M +$46.3M 1 7.09% New
2068
Cutler Investment Counsel
Cutler Investment Counsel
Oregon
$46.4M -$1.32M 5 5.86% Reduced
2069
FPFS
First Personal Financial Services
North Carolina
$46.4M +$546K 9 9.82% Increased
2070
Grove Bank & Trust
Grove Bank & Trust
Florida
$46.4M +$543K 13 6.85% Increased
2071
Bison Wealth
Bison Wealth
Georgia
$46.4M -$7.46M 7 7.38% Reduced
2072
Winch Advisory Services
Winch Advisory Services
Wisconsin
$46.3M -$428K 11 12.82% Reduced
2073
Sigma Investment Counselors
Sigma Investment Counselors
Michigan
$46.2M +$255K 5 2.71% Increased
2074
9258 Wealth Management
9258 Wealth Management
Ohio
$46.1M +$493K 6 6.82% Increased
2075
SignalPoint Asset Management
SignalPoint Asset Management
Missouri
$46.1M +$24.3M 7 10.77% Increased