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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
Financial Avengers
Financial Avengers
California
$44.3M -$1.33M 7 22.43% Reduced
2077
Kercheville Advisors
Kercheville Advisors
Texas
$44.3M -$21.7K 6 18.05% Reduced
2078
Benchstone Capital Management
Benchstone Capital Management
New York
$44.3M -$18.2M 2 4.71% Reduced
2079
Balboa Wealth Partners
Balboa Wealth Partners
Arizona
$44.3M -$211K 8 10.69% Reduced
2080
Valmark Advisers
Valmark Advisers
Ohio
$44.3M -$1.49M 7 0.67% Reduced
2081
Needham Investment Management
Needham Investment Management
New York
$44.2M +$2.53M 5 4.14% Increased
2082
Cadinha & Co
Cadinha & Co
Hawaii
$44.2M -$23M 4 9.49% Reduced
2083
Apella Capital
Apella Capital
Connecticut
$44.1M +$6.77M 6 1.51% Increased
2084
Contrarius Group Holdings
Contrarius Group Holdings
Bermuda
$44.1M -$165M 4 3.02% Reduced
2085
NTV Asset Management
NTV Asset Management
West Virginia
$44M +$4.69M 9 5.87% Increased
2086
Wright Investors Service
Wright Investors Service
Connecticut
$44M +$3.37M 7 14.53% Increased
2087
Family Management
Family Management
New York
$43.9M -$6.41M 7 7.17% Reduced
2088
FAS Wealth Partners
FAS Wealth Partners
Kansas
$43.8M +$441K 8 3.58% Increased
2089
Lighthouse Investment Partners
Lighthouse Investment Partners
Florida
$43.8M -$50.8M 6 1.8% Reduced
2090
Gavilan Investment Partners
Gavilan Investment Partners
California
$43.8M +$2.17M 1 12.31% Increased
2091
TAP
Tounjian Advisory Partners
Florida
$43.7M +$50.9M 4 8.19% New
2092
Dividend Assets Capital
Dividend Assets Capital
South Carolina
$43.6M +$5.19M 6 8.26% Increased
2093
HAP Trading
HAP Trading
New York
$43.6M +$30.2M 8 4.67% Increased
2094
FIM
FWL Investment Management
Texas
$43.6M +$6.43M 8 16.19% Increased
2095
Foundry Partners
Foundry Partners
Minnesota
$43.5M -$7.36M 6 2.31% Reduced
2096
Providence Capital Advisors
Providence Capital Advisors
North Carolina
$43.5M -$201K 6 9.04% Reduced
2097
Hunter Associates Investment Management
Hunter Associates Investment Management
Pennsylvania
$43.5M -$430K 6 6.71% Reduced
2098
Everhart Financial Group
Everhart Financial Group
Ohio
$43.4M +$1.86M 7 5.94% Increased
2099
Advisor Resource Council
Advisor Resource Council
Texas
$43.4M +$56.3M 6 3.5% Increased
2100
SSI
Scott & Selber Inc
Texas
$43.3M +$208K 4 13.88% Increased