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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
TSM
Two Star Manager
Florida
$42.6M +$5.86M 3 22.21% Increased
2102
Parkwood LLC
Parkwood LLC
Ohio
$42.5M +$9.26M 4 3.83% Increased
2103
Cardinal Capital Management Inc (North Carolina)
Cardinal Capital Management Inc (North Carolina)
North Carolina
$42.5M +$1.27M 4 6.91% Increased
2104
Lathrop Investment Management
Lathrop Investment Management
Arkansas
$42.3M +$766K 6 8.2% Increased
2105
Decatur Capital Management
Decatur Capital Management
Georgia
$42.3M +$1.7M 3 23% Increased
2106
Xcel Wealth Management
Xcel Wealth Management
Florida
$42.2M -$1.27M 6 13.19% Reduced
2107
HeadInvest LLC
HeadInvest LLC
Maine
$42.2M -$520K 6 8.23% Reduced
2108
Field & Main Bank
Field & Main Bank
Kentucky
$42.2M -$1.6M 7 16.38% Reduced
2109
Marietta Investment Partners
Marietta Investment Partners
Wisconsin
$42.1M +$111K 6 9.21% Increased
2110
Spectrum Wealth Counsel
Spectrum Wealth Counsel
Indiana
$42.1M +$2.75M 7 5.15% Increased
2111
Parkside Financial Bank & Trust
Parkside Financial Bank & Trust
Missouri
$42.1M +$2.36M 19 6.75% Increased
2112
Trek Financial
Trek Financial
Arizona
$42M +$5.51M 8 3.33% Increased
2113
Heirloom Wealth Management
Heirloom Wealth Management
Colorado
$42M -$848K 3 14.29% Reduced
2114
Glen Eagle Advisors
Glen Eagle Advisors
New Jersey
$41.9M -$344K 16 7.96% Reduced
2115
Brooklyn Investment Group
Brooklyn Investment Group
New York
$41.9M +$567K 9 18.04% Increased
2116
NBW Capital
NBW Capital
Massachusetts
$41.9M +$166K 3 8.57% Increased
2117
Westover Capital Advisors
Westover Capital Advisors
Delaware
$41.9M +$1.45M 8 12.26% Increased
2118
Johnson Financial Group Inc (Wisconsin)
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$41.9M -$4.04M 14 2.25% Reduced
2119
Sandbox Financial Partners
Sandbox Financial Partners
Maryland
$41.8M +$1.05M 7 17.57% Increased
2120
Dynasty Wealth Management
Dynasty Wealth Management
Florida
$41.8M +$39.4M 5 1.33% New
2121
Financial Partners Group (Kansas)
Financial Partners Group (Kansas)
Kansas
$41.8M +$118K 5 6.67% Increased
2122
PS
Pennant Select
New Jersey
$41.7M -$16.2M 3 31.39% Reduced
2123
Draper Asset Management
Draper Asset Management
New York
$41.7M +$909K 4 36.27% Increased
2124
Towarzystwo Funduszy Inwestycyjnych PZU SA
Towarzystwo Funduszy Inwestycyjnych PZU SA
$41.6M -$430K 16 17.62% Reduced
2125
Strategy Asset Managers
Strategy Asset Managers
California
$41.6M +$2.33M 5 8.91% Increased