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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
Concentric Wealth Management
Concentric Wealth Management
California
$29.3M -$900K 6 8.95% Reduced
2202
MA
Menlo Advisors
California
$29.2M -$5.52K 3 15.42% Reduced
2203
Signet Financial Management
Signet Financial Management
New Jersey
$29.1M +$17.6M 8 5.03% Increased
2204
Hendley & Co
Hendley & Co
Ohio
$29.1M +$924K 2 10.16% Increased
2205
Greatmark Investment Partners
Greatmark Investment Partners
Georgia
$29.1M -$1.24M 6 5.44% Reduced
2206
Hamilton Point Investment Advisors
Hamilton Point Investment Advisors
North Carolina
$29M +$355K 5 7.69% Increased
2207
Insight Advisors
Insight Advisors
Pennsylvania
$28.9M +$858K 9 8.63% Increased
2208
Chronos Wealth Management
Chronos Wealth Management
Florida
$28.9M -$1.94M 4 19.65% Reduced
2209
Y-Intercept (HK)
Y-Intercept (HK)
Hong Kong
$28.9M +$15.2M 13 5.25% Increased
2210
Haverford Financial Services
Haverford Financial Services
Pennsylvania
$28.8M -$3.88M 2 7.01% Reduced
2211
Meridian Wealth Advisors
Meridian Wealth Advisors
Texas
$28.8M -$61.9K 5 8.02% Reduced
2212
Camden National Bank
Camden National Bank
Maine
$28.8M -$6.43M 6 5.54% Reduced
2213
Shepherd Financial Partners
Shepherd Financial Partners
Massachusetts
$28.7M -$155K 6 5.54% Reduced
2214
Blackhill Capital
Blackhill Capital
New Jersey
$28.7M -$103K 4 2.48% Reduced
2215
PAM
Pegasus Asset Management
New York
$28.6M +$512K 6 13.15% Increased
2216
Grove Bank & Trust
Grove Bank & Trust
Florida
$28.6M +$398K 6 6.02% Increased
2217
Fort Point Capital Partners
Fort Point Capital Partners
California
$28.6M +$8.49M 6 4.29% Increased
2218
GPM Growth Investors
GPM Growth Investors
Michigan
$28.6M -$179K 3 15.07% Reduced
2219
PCMK
Paragon Capital Management (Kansas)
Kansas
$28.6M -$1.83M 3 15.02% Reduced
2220
DFPG Investments
DFPG Investments
Utah
$28.6M +$2.51M 10 10.81% Increased
2221
Advanced Asset Management Advisors
Advanced Asset Management Advisors
Ohio
$28.5M -$157K 5 6.12% Reduced
2222
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ)
Florida
$28.5M -$33.5M 2 0.76% Reduced
2223
BNC Wealth Management
BNC Wealth Management
Oregon
$28.5M +$545K 5 16.88% Increased
2224
Indus Capital Partners
Indus Capital Partners
New York
$28.4M -$9.4M 1 4.91% Reduced
2225
Providence Capital Advisors
Providence Capital Advisors
North Carolina
$28.4M -$2.47M 7 8.85% Reduced