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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
Canal Capital Management
Canal Capital Management
Virginia
$59.9M -$408K 6 8.99% Reduced
2077
Sandbox Financial Partners
Sandbox Financial Partners
Maryland
$59.9M -$539K 7 17.14% Reduced
2078
Gryphon Financial Partners
Gryphon Financial Partners
Ohio
$59.8M +$3.35M 9 6.82% Increased
2079
Connecticut Wealth Management
Connecticut Wealth Management
Connecticut
$59.8M +$3.46M 6 2.65% Increased
2080
Avantax Planning Partners
Avantax Planning Partners
Iowa
$59.8M +$2.8M 8 1.71% Increased
2081
Hunter Associates Investment Management
Hunter Associates Investment Management
Pennsylvania
$59.6M +$1.75M 6 8.28% Increased
2082
RGC
Rubicon Global Capital
United Kingdom
$59.4M -$2.1M 3 13.14% Reduced
2083
One Wealth Capital Management
One Wealth Capital Management
Arizona
$59.3M -$8.48M 5 26.6% Reduced
2084
Westend Capital Management
Westend Capital Management
California
$59.3M +$24.3M 8 17.27% Increased
2085
Tweedy, Browne Co
Tweedy, Browne Co
Connecticut
$59.1M -$19.7M 3 5.14% Reduced
2086
Grove Bank & Trust
Grove Bank & Trust
Florida
$59.1M -$4.35M 16 6.92% Reduced
2087
Stevens Capital Management
Stevens Capital Management
Pennsylvania
$59.1M +$42.8M 7 7.83% Increased
2088
Arkfeld Wealth Strategies
Arkfeld Wealth Strategies
Nebraska
$59M -$296K 8 21.54% Reduced
2089
Money Concepts Capital
Money Concepts Capital
Florida
$58.9M +$8.63M 10 3.63% Increased
2090
Bay Colony Advisors
Bay Colony Advisors
Massachusetts
$58.8M +$2.4M 7 6.96% Increased
2091
Cape Cod Five Cents Savings Bank
Cape Cod Five Cents Savings Bank
Massachusetts
$58.8M $0 6 5.38% Maintained
2092
Financial Partners Group (Kansas)
Financial Partners Group (Kansas)
Kansas
$58.7M +$453K 5 7.31% Increased
2093
Family Management
Family Management
New York
$58.7M +$931K 7 8.07% Increased
2094
Hamilton Point Investment Advisors
Hamilton Point Investment Advisors
North Carolina
$58.6M -$73.8K 6 9.15% Reduced
2095
Sheets Smith Wealth Management
Sheets Smith Wealth Management
North Carolina
$58.6M -$2.57M 7 6.63% Reduced
2096
Concord Investment Counsel
Concord Investment Counsel
California
$58.5M +$56.2M 5 18.58% New
2097
Lead Edge Capital Management
Lead Edge Capital Management
New York
$58.5M -$9.34M 1 15.46% Reduced
2098
Waterloo Capital
Waterloo Capital
Texas
$58.5M +$4.74M 8 4.35% Increased
2099
Haverford Financial Services
Haverford Financial Services
Pennsylvania
$58.5M -$7.21M 3 16.41% Reduced
2100
WPA
Wealth Preservation Advisors
Tennessee
$58.5M -$381K 12 34.01% Reduced