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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
Kercheville Advisors
Kercheville Advisors
Texas
$64.2M -$130K 6 16.82% Reduced
2102
Quent Long Short Global Small Cap Fund
Quent Long Short Global Small Cap Fund
New York
$64.2M +$64M 10 5.2% New
2103
Advisory Alpha
Advisory Alpha
Michigan
$64.1M +$5.72M 6 1.75% Increased
2104
Continuum Advisory
Continuum Advisory
Idaho
$64.1M +$3.46M 6 6.42% Increased
2105
Draper Asset Management
Draper Asset Management
New York
$64.1M +$1.07M 3 33.72% Increased
2106
Farley Capital
Farley Capital
New York
$63.9M -$4.93M 4 47.6% Reduced
2107
SeaBridge Investment Advisors
SeaBridge Investment Advisors
New Jersey
$63.8M -$9.5M 8 10.54% Reduced
2108
Money Concepts Capital
Money Concepts Capital
Florida
$63.8M +$3.86M 10 3.58% Increased
2109
JCIC Asset Management
JCIC Asset Management
Ontario, Canada
$63.7M -$866K 6 19.48% Reduced
2110
Connecticut Wealth Management
Connecticut Wealth Management
Connecticut
$63.7M +$841K 6 2.77% Increased
2111
Financial Partners Group (Kansas)
Financial Partners Group (Kansas)
Kansas
$63.5M +$56.3K 5 7.34% Increased
2112
Crewe Advisors
Crewe Advisors
Utah
$63.5M -$1.19M 17 5.62% Reduced
2113
Bennett Selby Investments
Bennett Selby Investments
Maine
$63.5M +$50.6K 4 20.44% Increased
2114
Capital City Trust
Capital City Trust
Florida
$63.4M -$487K 6 14.1% Reduced
2115
Iowa State Bank
Iowa State Bank
Iowa
$63.3M +$1.66M 5 11.88% Increased
2116
Aprio Wealth Management
Aprio Wealth Management
Georgia
$63.3M +$18M 8 3.63% Increased
2117
NTV Asset Management
NTV Asset Management
West Virginia
$63.3M -$2.4M 9 6.71% Reduced
2118
Wilson Asset Management
Wilson Asset Management
Australia
$63.2M +$1.37M 4 16.22% Increased
2119
Hodges Capital Management
Hodges Capital Management
Texas
$63.2M -$6.47M 6 5.43% Reduced
2120
Laurel Oak Wealth Management
Laurel Oak Wealth Management
New Jersey
$63.1M +$61.7M 9 10.64% New
2121
Cardinal Capital Management Inc (North Carolina)
Cardinal Capital Management Inc (North Carolina)
North Carolina
$63.1M +$261K 5 8.36% Increased
2122
WESPAC Advisors SoCal
WESPAC Advisors SoCal
California
$63.1M +$1.19M 5 12.72% Increased
2123
Tweedy, Browne Co
Tweedy, Browne Co
Connecticut
$63.1M -$11.4M 2 5.09% Reduced
2124
Confluence Wealth Services
Confluence Wealth Services
Pennsylvania
$63M -$2.94M 6 2.61% Reduced
2125
Central Pacific Bank - Trust Division
Central Pacific Bank - Trust Division
Hawaii
$62.9M -$1.5M 13 7.71% Reduced