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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
2151
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$27.1M -$13.6M 4 0.19% Reduced
2152
Personal CFO Solutions
Personal CFO Solutions
New Jersey
$27.1M +$1.13M 8 5.87% Increased
2153
MRCP
Manor Road Capital Partners
New York
$27.1M -$11.9M 1 20.1% Reduced
2154
CIM
CIM Investment Management
Pennsylvania
$27M +$222K 9 8.51% Increased
2155
Haverford Financial Services
Haverford Financial Services
Pennsylvania
$27M -$194K 2 7.05% Reduced
2156
Bridger Management
Bridger Management
New York
$26.9M +$26.5M 1 2.52% New
2157
Court Place Advisors
Court Place Advisors
Maryland
$26.9M -$337K 4 8.34% Reduced
2158
Cabot Wealth Management
Cabot Wealth Management
Massachusetts
$26.9M +$2.93M 6 3.79% Increased
2159
HeadInvest LLC
HeadInvest LLC
Maine
$26.9M -$414K 7 5.48% Reduced
2160
Arkadios Wealth Advisors
Arkadios Wealth Advisors
Georgia
$26.8M +$3.64M 24 4.41% Increased
2161
BDO Wealth Advisors
BDO Wealth Advisors
Florida
$26.8M +$9.6M 19 3.16% Increased
2162
Cornercap Investment Counsel
Cornercap Investment Counsel
Georgia
$26.8M +$2.21M 11 3% Increased
2163
9258 Wealth Management
9258 Wealth Management
Ohio
$26.7M -$568K 9 8.01% Reduced
2164
NTV Asset Management
NTV Asset Management
West Virginia
$26.7M -$723K 7 4.93% Reduced
2165
Marietta Wealth Management
Marietta Wealth Management
Georgia
$26.7M +$1.1M 4 6.64% Increased
2166
Davis Rea
Davis Rea
Ontario, Canada
$26.6M -$175K 4 14.24% Reduced
2167
Sirios Capital Management
Sirios Capital Management
Massachusetts
$26.6M +$8.96M 1 2.24% Increased
2168
Ninety One
Ninety One
South Africa
$26.6M -$16.5M 5 10.1% Reduced
2169
Rempart Asset Management
Rempart Asset Management
Canada
$26.6M -$1.43M 1 7.01% Reduced
2170
Keystone Financial Group (Kentucky)
Keystone Financial Group (Kentucky)
Kentucky
$26.6M -$927K 7 5.17% Reduced
2171
Sunbelt Securities
Sunbelt Securities
Texas
$26.5M +$39.3K 9 5.22% Increased
2172
Cutler Investment Counsel
Cutler Investment Counsel
Oregon
$26.4M +$5.39M 4 4.6% Increased
2173
SimplyRich
SimplyRich
California
$26.4M +$21.2K 7 10.5% Increased
2174
Kelleher Financial Advisors
Kelleher Financial Advisors
New York
$26.4M +$3.96M 6 16.97% Increased
2175
LBC
Lawrence B. Cohen
$26.4M -$148K 4 14.31% Reduced