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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
2076
MVA
Mount Vernon Associates
Maryland
$4.1M -$2.44K 4 8.86% Reduced
2077
Pinkerton Retirement Specialists
Pinkerton Retirement Specialists
Idaho
$4.09M +$1.29M 5 2.53% Increased
2078
MS
Marshall & Sullivan
Washington
$4.09M -$142K 4 5.5% Reduced
2079
Caprock Group
Caprock Group
Idaho
$4.07M +$746K 5 3.73% Increased
2080
JPTCCM
J.P. Turner & Co Capital Management
Georgia
$4.07M +$661K 5 3.16% Increased
2081
Formidable Asset Management
Formidable Asset Management
Ohio
$4.06M -$7.04K 6 2.59% Reduced
2082
SSI
Scott & Selber Inc
Texas
$4.05M +$3.31M 2 2.79% Increased
2083
First Heartland Consultants
First Heartland Consultants
Missouri
$4.05M -$392K 5 1.1% Reduced
2084
CAIMH
Central Asset Investments & Management Holdings
Hong Kong
$4.04M -$1.85M 3 3.97% Reduced
2085
WIA
Westbourne Investment Advisors
Maryland
$4.02M +$4.18M 3 3.66% New
2086
Alpha Capital Management
Alpha Capital Management
Texas
$4.02M -$702K 2 3.03% Reduced
2087
AMIM
Aull & Monroe Investment Management
Alabama
$4.02M -$177K 2 2.36% Reduced
2088
Telemus Capital
Telemus Capital
Michigan
$4M -$106K 3 1% Reduced
2089
PVWM
Point View Wealth Management
New Jersey
$3.96M +$8.83K 3 3.07% Increased
2090
SBWM
Sunflower Bank Wealth Management
Arizona
$3.95M +$180K 4 1.35% Increased
2091
CSUI
Cincinnati Specialty Underwriters Insurance
Ohio
$3.95M $0 2 5.23% Maintained
2092
Punch & Associates Investment Management
Punch & Associates Investment Management
Minnesota
$3.95M +$52.9K 1 0.5% Increased
2093
PWS
Peloton Wealth Strategists
Indiana
$3.95M +$156K 3 3.14% Increased
2094
Waratah Capital Advisors
Waratah Capital Advisors
Ontario, Canada
$3.94M -$6.59M 2 0.89% Reduced
2095
Hilltop Holdings
Hilltop Holdings
Texas
$3.93M -$3.51M 6 1.07% Reduced
2096
HCA
Horan Capital Advisors
Ohio
$3.93M +$192K 3 3.31% Increased
2097
ISB
Iowa State Bank
Iowa
$3.92M +$60K 1 2.47% Increased
2098
J.P. Marvel Investment Advisors
J.P. Marvel Investment Advisors
Massachusetts
$3.92M -$2.25K 2 1.32% Reduced
2099
BPM
Bronson Point Management
Connecticut
$3.91M -$13.3M 1 0.47% Reduced
2100
AB
Atlas Brown
Kentucky
$3.9M -$1.58K 4 1.52% Reduced