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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
2101
IBEX Wealth Advisors
IBEX Wealth Advisors
New Jersey
$11.6M -$4.51M 2 4.7% Reduced
2102
WealthPLAN Partners
WealthPLAN Partners
Nebraska
$11.6M +$1.14M 6 2.54% Increased
2103
West Branch Capital
West Branch Capital
Massachusetts
$11.6M +$11.8M 6 12.69% New
2104
Bell Bank
Bell Bank
North Dakota
$11.6M +$116K 6 3.68% Increased
2105
Biltmore Family Office
Biltmore Family Office
North Carolina
$11.5M +$1.36M 7 5.11% Increased
2106
Members Trust
Members Trust
Florida
$11.5M -$2.2M 3 0.58% Reduced
2107
Waldron Private Wealth
Waldron Private Wealth
Pennsylvania
$11.5M +$459K 7 2.58% Increased
2108
Dumont & Blake Investment Advisors
Dumont & Blake Investment Advisors
New Jersey
$11.4M -$65.7K 6 4.88% Reduced
2109
Lourd Capital
Lourd Capital
California
$11.4M -$7.8M 3 1.54% Reduced
2110
Capital Analysts LLC
Capital Analysts LLC
Pennsylvania
$11.4M +$1.82M 7 1.41% Increased
2111
CRB
Chad R. Baker
$11.4M +$166K 2 4.5% Increased
2112
Sage Capital Advisors
Sage Capital Advisors
South Dakota
$11.4M -$3.43M 3 8.06% Reduced
2113
Eads & Heald Wealth Management
Eads & Heald Wealth Management
Georgia
$11.4M -$1.28M 6 7.21% Reduced
2114
KCM
Karp Capital Management
California
$11.3M +$2.22M 6 4.56% Increased
2115
Segment Wealth Management
Segment Wealth Management
Texas
$11.3M +$166K 6 2.81% Increased
2116
Harrington Investments
Harrington Investments
California
$11.3M +$220K 6 9.26% Increased
2117
RIA
RPG Investment Advisory
California
$11.3M +$970K 9 2.58% Increased
2118
Meridian Wealth Management
Meridian Wealth Management
Kentucky
$11.2M +$167K 6 5.61% Increased
2119
Whalerock Point Partners
Whalerock Point Partners
Rhode Island
$11.2M +$73K 4 3.6% Increased
2120
OCMI
Oaktop Capital Management II
New Jersey
$11.2M $0 1 2.35% Maintained
2121
QCI
Quaker Capital Investments
Pennsylvania
$11.2M $0 3 3.95% Maintained
2122
Point View Wealth Management
Point View Wealth Management
New Jersey
$11.2M +$91.1K 7 5.38% Increased
2123
Rational Advisors
Rational Advisors
New York
$11.2M +$2.68M 10 5.28% Increased
2124
PC
Palo Capital
California
$11.2M +$1.08M 6 4.06% Increased
2125
Oarsman Capital
Oarsman Capital
Wisconsin
$11.2M -$384K 6 5.08% Reduced