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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
ICA Group Wealth Management
ICA Group Wealth Management
Colorado
$22.8M +$1.29M 10 4.85% Increased
2202
Y-Intercept (HK)
Y-Intercept (HK)
Hong Kong
$22.8M +$6.34M 9 2.28% Increased
2203
SeaBridge Investment Advisors
SeaBridge Investment Advisors
New Jersey
$22.8M +$514K 5 7.96% Increased
2204
Koshinski Asset Management
Koshinski Asset Management
Illinois
$22.8M -$11.2M 9 2.72% Reduced
2205
Hussman Strategic Advisors
Hussman Strategic Advisors
Maryland
$22.7M -$9.07M 6 3.92% Reduced
2206
Boston Research & Management
Boston Research & Management
Massachusetts
$22.7M +$661K 6 7.73% Increased
2207
Boyd Watterson Asset Management
Boyd Watterson Asset Management
Ohio
$22.7M +$417K 5 10.29% Increased
2208
IFG Advisory
IFG Advisory
Georgia
$22.7M +$3.51M 7 2.06% Increased
2209
Harbour Capital Advisors
Harbour Capital Advisors
Virginia
$22.6M -$124K 5 7.84% Reduced
2210
Shepherd Financial Partners
Shepherd Financial Partners
Massachusetts
$22.6M +$611K 5 4.41% Increased
2211
Pinnacle Wealth Planning Services
Pinnacle Wealth Planning Services
Ohio
$22.6M +$410K 7 4.18% Increased
2212
Jackson Hole Capital Partners
Jackson Hole Capital Partners
Oklahoma
$22.6M +$1.24M 8 6.95% Increased
2213
CCC
Chelsea Counsel Company
California
$22.6M -$4.79M 5 13.93% Reduced
2214
Valley National Advisers
Valley National Advisers
Pennsylvania
$22.5M +$32.3K 18 4.69% Increased
2215
Westwood Wealth Management
Westwood Wealth Management
California
$22.5M -$434K 5 20.25% Reduced
2216
Keystone Financial Group (Kentucky)
Keystone Financial Group (Kentucky)
Kentucky
$22.5M -$333K 6 4.55% Reduced
2217
SHFA
SS&H Financial Advisors
Michigan
$22.5M -$463K 6 11.61% Reduced
2218
Chemistry Wealth Management
Chemistry Wealth Management
New York
$22.5M +$465K 6 8.87% Increased
2219
Unio Capital
Unio Capital
New Jersey
$22.4M -$124K 3 13.54% Reduced
2220
Quantitative Investment Management
Quantitative Investment Management
Virginia
$22.4M +$21.8M 3 3.72% Increased
2221
BNC Wealth Management
BNC Wealth Management
Oregon
$22.3M -$934K 4 13.5% Reduced
2222
PCMK
Paragon Capital Management (Kansas)
Kansas
$22.3M -$564K 5 14.42% Reduced
2223
Gibraltar Capital Management
Gibraltar Capital Management
Oklahoma
$22.3M +$4.27M 4 11.43% Increased
2224
Gordian Capital (Singapore)
Gordian Capital (Singapore)
Singapore
$22.3M -$481K 7 29.57% Reduced
2225
Univest Financial
Univest Financial
Pennsylvania
$22.3M -$818K 3 7.29% Reduced