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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
PDS Planning
PDS Planning
Ohio
$43.3M +$4.14M 8 3.65% Increased
2102
WPA
Wealth Preservation Advisors
Tennessee
$43.3M +$49.4M 12 30.93% New
2103
Hamilton Point Investment Advisors
Hamilton Point Investment Advisors
North Carolina
$43.3M +$77.3K 5 7.78% Increased
2104
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$43.2M +$14M 3 3.54% Increased
2105
Apexium Financial
Apexium Financial
Texas
$43.2M +$4.46M 6 2.57% Increased
2106
SHFA
SS&H Financial Advisors
Michigan
$43.1M +$525K 6 16.08% Increased
2107
IFG Advisory
IFG Advisory
Georgia
$42.9M +$3.71M 8 2.38% Increased
2108
Symmetry Investments
Symmetry Investments
Jersey
$42.9M -$11.6M 4 2.97% Reduced
2109
Iowa State Bank
Iowa State Bank
Iowa
$42.9M -$855K 5 9.11% Reduced
2110
First Interstate Bank
First Interstate Bank
Montana
$42.9M -$2.12M 6 2.56% Reduced
2111
CV Advisors
CV Advisors
Florida
$42.9M +$1.98M 4 15.08% Increased
2112
Noesis Capital Mangement
Noesis Capital Mangement
Florida
$42.8M +$810K 6 8.51% Increased
2113
Ausdal Financial Partners
Ausdal Financial Partners
Iowa
$42.8M +$5.05M 9 3.22% Increased
2114
Long Walk Management
Long Walk Management
Connecticut
$42.7M -$16.3M 2 13.85% Reduced
2115
Cardinal Capital Management Inc (North Carolina)
Cardinal Capital Management Inc (North Carolina)
North Carolina
$42.7M -$521K 4 6.62% Reduced
2116
Roberts Wealth Advisors
Roberts Wealth Advisors
California
$42.7M -$545K 6 13.18% Reduced
2117
RMR Wealth Builders
RMR Wealth Builders
New Jersey
$42.7M +$434K 8 4.49% Increased
2118
QV Investors
QV Investors
Alberta, Canada
$42.6M +$1.57M 4 4.3% Increased
2119
Winch Advisory Services
Winch Advisory Services
Wisconsin
$42.5M -$773K 10 11.24% Reduced
2120
Brookwood Investment Group
Brookwood Investment Group
Arizona
$42.5M +$47.9M 7 7.3% New
2121
Hood River Capital Management
Hood River Capital Management
Florida
$42.5M +$100K 2 0.72% Increased
2122
Ceredex Value Advisors
Ceredex Value Advisors
Florida
$42.5M -$30.3M 1 0.93% Reduced
2123
Haverford Financial Services
Haverford Financial Services
Pennsylvania
$42.4M +$1.6M 3 13.06% Increased
2124
Vicus Capital
Vicus Capital
Pennsylvania
$42.4M +$105K 6 3.95% Increased
2125
Paragon Capital Management (Colorado)
Paragon Capital Management (Colorado)
Colorado
$42.3M +$1.8M 6 8.67% Increased