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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
Financial Partners Group (Kansas)
Financial Partners Group (Kansas)
Kansas
$45M +$741K 5 6.66% Increased
2102
Formidable Asset Management
Formidable Asset Management
Ohio
$44.9M -$713K 7 7.18% Reduced
2103
Blue Grotto Capital
Blue Grotto Capital
Georgia
$44.8M -$5.76M 2 8.33% Reduced
2104
LJHT
Laurie J. Hall Trustee
$44.8M +$2.09M 11 14.2% Increased
2105
Heirloom Wealth Management
Heirloom Wealth Management
Colorado
$44.8M +$776K 3 13.97% Increased
2106
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$44.7M -$20.4M 3 3.71% Reduced
2107
Sierra Summit Advisors
Sierra Summit Advisors
Nevada
$44.7M -$1.8M 7 10.28% Reduced
2108
Peachtree Investment Partners
Peachtree Investment Partners
Florida
$44.7M -$44.4K 5 16.81% Reduced
2109
Stanley-Laman Group
Stanley-Laman Group
Pennsylvania
$44.7M +$16.7M 7 6.27% Increased
2110
Wealth Alliance
Wealth Alliance
New York
$44.7M +$710K 9 5.33% Increased
2111
Brooklyn Investment Group
Brooklyn Investment Group
New York
$44.6M +$708K 19 14.66% Increased
2112
Pragma Gestao de Patrimonio
Pragma Gestao de Patrimonio
Brazil
$44.4M +$19.9M 3 22.98% Increased
2113
Hirtle Callaghan & Co
Hirtle Callaghan & Co
Pennsylvania
$44.4M -$16.6K 4 1.8% Reduced
2114
Lakeside Advisors
Lakeside Advisors
Washington
$44.4M -$653K 4 27.93% Reduced
2115
Field & Main Bank
Field & Main Bank
Kentucky
$44.4M -$419K 7 15.82% Reduced
2116
Drexel Morgan & Co
Drexel Morgan & Co
Pennsylvania
$44.4M $0 4 8.25% Maintained
2117
Manhattan West Asset Management
Manhattan West Asset Management
California
$44.2M +$818K 5 11.44% Increased
2118
Wells Trecaso Financial Group
Wells Trecaso Financial Group
Ohio
$44.2M +$72.6K 5 14.55% Increased
2119
Weik Capital Management
Weik Capital Management
Pennsylvania
$44.2M -$479K 5 17.84% Reduced
2120
Gavilan Investment Partners
Gavilan Investment Partners
California
$44.2M +$1.92M 1 12.69% Increased
2121
Vishria Bird Financial Group
Vishria Bird Financial Group
Tennessee
$44.2M +$436K 7 16.74% Increased
2122
QV Investors
QV Investors
Alberta, Canada
$44.1M -$14.1M 4 3.9% Reduced
2123
Renaissance Investment Group
Renaissance Investment Group
Massachusetts
$44.1M -$685K 5 9.18% Reduced
2124
Accent Capital Management
Accent Capital Management
Ohio
$44.1M +$1.9M 6 25.3% Increased
2125
Spectrum Wealth Counsel
Spectrum Wealth Counsel
Indiana
$44.1M -$1.3M 7 5.2% Reduced