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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
Meridian Wealth Management
Meridian Wealth Management
Kentucky
$46.7M -$85.9M 5 5.58% Reduced
2102
Financial Partners Group (Kansas)
Financial Partners Group (Kansas)
Kansas
$46.6M +$281K 5 7.35% Increased
2103
GFG Capital
GFG Capital
Florida
$46.5M +$377K 6 12.34% Increased
2104
Peachtree Investment Partners
Peachtree Investment Partners
Florida
$46.5M -$593K 4 18.23% Reduced
2105
Nicolet Advisory Services
Nicolet Advisory Services
Wisconsin
$46.4M +$888K 6 4.45% Increased
2106
Alpha Omega Wealth Management
Alpha Omega Wealth Management
Virginia
$46.3M -$550K 7 8.86% Reduced
2107
Vishria Bird Financial Group
Vishria Bird Financial Group
Tennessee
$46.2M -$366K 6 19.43% Reduced
2108
Parkside Financial Bank & Trust
Parkside Financial Bank & Trust
Missouri
$46.2M +$200K 21 7.24% Increased
2109
1834 Investment Advisors
1834 Investment Advisors
Wisconsin
$46.2M -$1.7M 7 5.57% Reduced
2110
Chemistry Wealth Management
Chemistry Wealth Management
New York
$46.2M +$935K 6 11.94% Increased
2111
Confluence Wealth Services
Confluence Wealth Services
Pennsylvania
$46.2M +$3.59M 7 3.68% Increased
2112
KAS
Kemnay Advisory Services
New York
$46.1M -$16.5M 5 9.59% Reduced
2113
Naviter Wealth
Naviter Wealth
Arkansas
$46.1M +$5.58M 6 6.88% Increased
2114
STF Management
STF Management
Texas
$46M -$2.18M 5 19.41% Reduced
2115
FPFS
First Personal Financial Services
North Carolina
$46M +$1.06M 9 10.41% Increased
2116
Paragon Capital Management (Colorado)
Paragon Capital Management (Colorado)
Colorado
$46M +$105K 5 8.45% Increased
2117
PS
Pennant Select
New Jersey
$46M $0 3 32.28% Maintained
2118
Manhattan West Asset Management
Manhattan West Asset Management
California
$45.9M -$6.56M 5 12.4% Reduced
2119
Formidable Asset Management
Formidable Asset Management
Ohio
$45.9M +$2.53M 8 7.42% Increased
2120
Glen Eagle Advisors
Glen Eagle Advisors
New Jersey
$45.8M +$301K 14 8.39% Increased
2121
BCA
Bray Capital Advisors
Florida
$45.8M -$100K 5 11.5% Reduced
2122
SWK
Stephen W. Kidder
$45.8M -$259K 4 14.3% Reduced
2123
JAT Capital Management
JAT Capital Management
Connecticut
$45.7M +$23.4M 4 5.9% Increased
2124
CCM
Consolidated Capital Management
California
$45.7M -$3.54M 3 21.84% Reduced
2125
Hamilton Point Investment Advisors
Hamilton Point Investment Advisors
North Carolina
$45.6M +$292K 5 8.66% Increased