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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
2201
FIB
First Interstate Bank
Montana
$57.5M -$321K 6 3% Reduced
2202
AF
Advisornet Financial
Minnesota
$57.3M +$382K 26 2.62% Increased
2203
RCM
Radnor Capital Management
Pennsylvania
$57.3M +$1.17M 10 8.05% Increased
2204
PCM
Pennsylvania Capital Management
Pennsylvania
$57.3M -$3.03M 6 14.51% Reduced
2205
SAM
Shikiar Asset Management
New York
$57.2M +$3.15M 6 14.46% Increased
2206
OWCM
One Wealth Capital Management
Arizona
$57.1M +$11.4M 6 16.09% Increased
2207
ATS
Ashton Thomas Securities
New York
$57.1M +$8.79M 7 8.43% Increased
2208
CAM
Cypress Asset Management
Texas
$57M +$508K 5 11.1% Increased
2209
BIG
Brookwood Investment Group
Arizona
$56.9M +$4.5M 7 6.42% Increased
2210
UAG
United Advisor Group
Ohio
$56.9M -$741K 12 6.01% Reduced
2211
XI
XXEC Inc
Oklahoma
$56.9M +$15.4M 1 7.38% Increased
2212
CF
Convergence Financial
Missouri
$56.9M +$24.5M 6 4.52% Increased
2213
SHFA
SS&H Financial Advisors
Michigan
$56.8M +$60M 7 14.54% New
2214
JWM
Jupiter Wealth Management
Colorado
$56.8M -$342K 5 22.71% Reduced
2215
FGP
Foyston, Gordon, & Payne
Ontario, Canada
$56.8M +$966K 3 12.14% Increased
2216
PHAM
Pacific Heights Asset Management
California
$56.7M $0 1 1.8% Maintained
2217
PE
PCM Encore
Colorado
$56.7M -$999K 10 9.96% Reduced
2218
BLC
Brown, Lisle/Cummings
Rhode Island
$56.7M +$457K 16 12.72% Increased
2219
BCM
Bornite Capital Management
New York
$56.7M +$59.7M 1 7.13% New
2220
NAM
NTV Asset Management
West Virginia
$56.6M -$721K 10 5.55% Reduced
2221
MIG
McGuire Investment Group
Rhode Island
$56.6M +$2.29M 5 4.96% Increased
2222
LFA
Legacy Financial Advisors
Kentucky
$56.6M +$4.18M 10 6.9% Increased
2223
JSAM
J. Safra Asset Management
New York
$56.6M +$5.62M 9 2.61% Increased
2224
MMG
Monetary Management Group
Missouri
$56.6M -$6.35M 7 11.62% Reduced
2225
BL
BFSG LLC
California
$56.5M +$238K 9 5.01% Increased