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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
2126
DIM
Delta Investment Management
California
$61.6M -$3.64M 9 10.15% Reduced
2127
MCC
Money Concepts Capital
Florida
$61.6M +$851K 10 2.85% Increased
2128
BWM
BNC Wealth Management
Oregon
$61.6M +$9.02M 6 14.89% Increased
2129
PFGIA
Patriot Financial Group Insurance Agency
Massachusetts
$61.5M -$63.8M 7 6.32% Reduced
2130
SGA
Strategic Global Advisors
California
$61.5M -$630K 3 8.76% Reduced
2131
ECM
EagleClaw Capital Management
Massachusetts
$61.5M +$767K 6 8.25% Increased
2132
HPC
Highland Peak Capital
Connecticut
$61.4M +$16.4M 1 17.86% Increased
2133
CA
Continuum Advisory
Idaho
$61.3M +$3.75M 21 4.96% Increased
2134
PS
Pennant Select
New Jersey
$61.3M $0 3 27.24% Maintained
2135
TWP
Triad Wealth Partners
Kansas
$61.3M +$7.61M 9 3.61% Increased
2136
PC
Panview Capital
Hong Kong
$61.2M -$30.5M 1 10.77% Reduced
2137
VFM
Viking Fund Management
North Dakota
$61.1M +$3.04M 6 5.47% Increased
2138
HPIA
Hamilton Point Investment Advisors
North Carolina
$61.1M -$538K 5 8.6% Reduced
2139
NAH
Neumann Advisory (HK)
Hong Kong
$61M +$3.6M 1 17.15% Increased
2140
FC
Farley Capital
New York
$61M -$8.5M 3 47.87% Reduced
2141
WA
WP Advisors
California
$61M -$1.45M 7 14.75% Reduced
2142
BAM
Bellevue Asset Management
Washington
$60.9M -$1.61M 10 28.12% Reduced
2143
ANHIM
Alan N. Hoffman Investment Management
Massachusetts
$60.9M -$1.39M 4 36% Reduced
2144
GBT
Grove Bank & Trust
Florida
$60.9M +$3.17M 14 6.04% Increased
2145
WSC
Wellington Shields & Co
New York
$60.7M +$403K 8 13.61% Increased
2146
DCM
Decatur Capital Management
Georgia
$60.7M +$6.17M 4 20.6% Increased
2147
RIA
Regal Investment Advisors
Michigan
$60.6M +$1.58M 7 3.15% Increased
2148
TAM
Titleist Asset Management
Texas
$60.6M -$7.99M 11 4.08% Reduced
2149
SACTSONJ
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$60.6M -$3.1M 7 15.55% Reduced
2150
HKIM
Hayek Kallen Investment Management
Alabama
$60.3M -$560K 6 18.3% Reduced