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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
Westover Capital Advisors
Westover Capital Advisors
Delaware
$35M -$1.03M 5 10.93% Reduced
2077
Krilogy Financial
Krilogy Financial
Missouri
$35M +$3.49M 7 3.58% Increased
2078
SSI
Scott & Selber Inc
Texas
$35M -$3.35M 4 13.5% Reduced
2079
Balentine LLC
Balentine LLC
Georgia
$35M +$13.1M 13 1.19% Increased
2080
Manchester Capital Management
Manchester Capital Management
Vermont
$35M +$250K 16 5.04% Increased
2081
ACG Wealth
ACG Wealth
Georgia
$35M -$24M 7 6.61% Reduced
2082
Walter & Keenan Wealth Management
Walter & Keenan Wealth Management
Indiana
$35M -$462K 6 11.87% Reduced
2083
Soltis Investment Advisors
Soltis Investment Advisors
Utah
$35M +$3.65M 7 4.86% Increased
2084
Meridian Wealth Advisors
Meridian Wealth Advisors
Texas
$34.9M +$4.15M 7 8.09% Increased
2085
Emerson Point Capital
Emerson Point Capital
New York
$34.9M -$1.56M 2 6.88% Reduced
2086
Unio Capital
Unio Capital
New Jersey
$34.7M -$1.98M 3 14.97% Reduced
2087
Renaissance Investment Group
Renaissance Investment Group
Massachusetts
$34.7M -$8.67M 5 10.15% Reduced
2088
Herald Investment Management
Herald Investment Management
United Kingdom
$34.5M +$428K 9 6.28% Increased
2089
Gordian Capital (Singapore)
Gordian Capital (Singapore)
Singapore
$34.5M +$876K 9 28.18% Increased
2090
Live Oak Private Wealth
Live Oak Private Wealth
North Carolina
$34.5M +$1.12M 5 6.68% Increased
2091
VDBMI
Van Den Berg Management I
Texas
$34.5M -$7.7M 3 7.75% Reduced
2092
FVCM
F&V Capital Management
Florida
$34.4M +$650K 4 10.42% Increased
2093
HeadInvest LLC
HeadInvest LLC
Maine
$34.3M +$460K 6 6.56% Increased
2094
Vishria Bird Financial Group
Vishria Bird Financial Group
Tennessee
$34.3M +$379K 5 18.97% Increased
2095
Udine Wealth Management
Udine Wealth Management
Florida
$34.3M +$4.04M 3 37.39% Increased
2096
Hohimer Wealth Management
Hohimer Wealth Management
Washington
$34.3M +$1.96M 5 6.77% Increased
2097
Bright Rock Capital Management
Bright Rock Capital Management
Massachusetts
$34.3M $0 2 8.09% Maintained
2098
Nations Financial Group
Nations Financial Group
Iowa
$34.3M -$4M 7 4.12% Reduced
2099
Atlas Capital Advisors
Atlas Capital Advisors
Wyoming
$34.2M +$547K 14 5.31% Increased
2100
Wisconsin Capital Management
Wisconsin Capital Management
Wisconsin
$34.2M -$3.34M 5 16.5% Reduced