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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
FFH
Fairfax Financial Holdings
Ontario, Canada
$16M +$18.6M 1 1.1% New
2202
Riverpark Capital Management
Riverpark Capital Management
New York
$15.9M -$5.19M 6 21.19% Reduced
2203
Optas LLC
Optas LLC
Texas
$15.8M -$851K 5 7.9% Reduced
2204
RMSCM
R.M. Sincerbeaux Capital Management
New York
$15.8M $0 2 15.71% Maintained
2205
Boston Research & Management
Boston Research & Management
Massachusetts
$15.8M -$696K 5 7.94% Reduced
2206
Private Management Group
Private Management Group
California
$15.8M -$4.31M 3 1.29% Reduced
2207
Spectrum Management Group
Spectrum Management Group
Indiana
$15.8M +$1.21M 7 5.32% Increased
2208
SFMG Wealth Advisors
SFMG Wealth Advisors
Texas
$15.8M +$1.71M 6 2.37% Increased
2209
Balasa Dinverno & Foltz
Balasa Dinverno & Foltz
$15.8M +$496K 6 1.99% Increased
2210
CFMC
Curbstone Financial Management Corp
New Hampshire
$15.8M -$2.05M 5 4.76% Reduced
2211
AJ Wealth Strategies
AJ Wealth Strategies
New York
$15.8M +$9.01M 5 2.14% Increased
2212
Ameritas Investment Company
Ameritas Investment Company
Nebraska
$15.7M +$7.17M 15 2.52% Increased
2213
Minot Wealth Management
Minot Wealth Management
Massachusetts
$15.7M +$553K 5 11.25% Increased
2214
BFSG LLC
BFSG LLC
California
$15.7M -$5.1M 3 4.03% Reduced
2215
Security National Bank
Security National Bank
Nebraska
$15.7M +$173K 4 8.23% Increased
2216
III
Independent Investors Inc
New York
$15.7M -$47.6K 5 6.5% Reduced
2217
Woodmont Investment Counsel
Woodmont Investment Counsel
Tennessee
$15.6M +$488K 5 4.31% Increased
2218
RPg Family Wealth Advisory
RPg Family Wealth Advisory
Massachusetts
$15.6M -$1.57M 7 12.14% Reduced
2219
PAM
Pegasus Asset Management
New York
$15.6M +$2.74M 5 12.87% Increased
2220
Pacific Wealth Strategies Group
Pacific Wealth Strategies Group
California
$15.6M +$554K 4 10.62% Increased
2221
WA
WealthTrust Axiom
Pennsylvania
$15.5M -$327K 6 7.62% Reduced
2222
ETI
Enterprise Trust & Investment
California
$15.5M -$1.52M 7 10.86% Reduced
2223
Tandem Investment Advisors
Tandem Investment Advisors
South Carolina
$15.5M -$6.93M 1 2.3% Reduced
2224
Snow Capital Management
Snow Capital Management
Pennsylvania
$15.5M -$1.94M 4 3.55% Reduced
2225
Old Mission Capital
Old Mission Capital
Illinois
$15.5M +$480K 6 1.31% Increased