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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
Grafton Street Partners
Grafton Street Partners
Florida
$61.2M -$2.42M 3 32.96% Reduced
2052
Summit Global Investments
Summit Global Investments
Utah
$61.1M -$2.39M 7 3.57% Reduced
2053
America First Investment Advisors
America First Investment Advisors
Nebraska
$61.1M -$1.22M 4 11.35% Reduced
2054
Sound Income Strategies
Sound Income Strategies
Florida
$61.1M +$2.71M 21 3.34% Increased
2055
Crewe Advisors
Crewe Advisors
Utah
$61M +$49.9M 15 5.82% Increased
2056
RMR Wealth Builders
RMR Wealth Builders
New Jersey
$60.9M +$1.35M 8 5.1% Increased
2057
ECM
EagleClaw Capital Management
Massachusetts
$60.8M +$73.2K 6 8.51% Increased
2058
SSI
Scott & Selber Inc
Texas
$60.8M -$371K 4 15.48% Reduced
2059
Iowa State Bank
Iowa State Bank
Iowa
$60.8M +$1.05M 5 11.57% Increased
2060
Vicus Capital
Vicus Capital
Pennsylvania
$60.7M +$1.79M 6 4.64% Increased
2061
Quattro Financial Advisors
Quattro Financial Advisors
Texas
$60.6M +$16M 4 19.16% Increased
2062
Wright Investors Service
Wright Investors Service
Connecticut
$60.4M +$4.42M 7 17.5% Increased
2063
CV Advisors
CV Advisors
Florida
$60.4M +$1.23M 5 16.73% Increased
2064
North Point Portfolio Managers
North Point Portfolio Managers
Ohio
$60.3M +$15.8M 5 9.98% Increased
2065
Farley Capital
Farley Capital
New York
$60.3M -$11M 4 43.57% Reduced
2066
Heirloom Wealth Management
Heirloom Wealth Management
Colorado
$60.3M +$553K 4 14.56% Increased
2067
Continuum Advisory
Continuum Advisory
Idaho
$60.2M +$117K 6 6.36% Increased
2068
Polar Asset Management Partners
Polar Asset Management Partners
Ontario, Canada
$60.1M +$6.53M 7 0.68% Increased
2069
Winch Advisory Services
Winch Advisory Services
Wisconsin
$60.1M +$8.03M 10 13.52% Increased
2070
WESPAC Advisors SoCal
WESPAC Advisors SoCal
California
$60.1M -$463K 5 12.2% Reduced
2071
Accent Capital Management
Accent Capital Management
Ohio
$60M +$387K 9 25.18% Increased
2072
Winton Group
Winton Group
United Kingdom
$60M -$462K 13 2.25% Reduced
2073
Security National Bank
Security National Bank
Nebraska
$60M +$5.26M 7 9.19% Increased
2074
Westover Capital Advisors
Westover Capital Advisors
Delaware
$59.9M -$1.73M 6 11.08% Reduced
2075
Group One Trading
Group One Trading
Illinois
$59.9M +$15.4M 21 0.11% Increased