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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
Crystal Rock Capital Management
Crystal Rock Capital Management
Illinois
$21.9M -$104M 5 18.84% Reduced
2202
Valmark Advisers
Valmark Advisers
Ohio
$21.8M +$191K 6 0.5% Increased
2203
NVWM LLC
NVWM LLC
Pennsylvania
$21.8M -$342K 7 7.92% Reduced
2204
McDonough Capital Management
McDonough Capital Management
Florida
$21.8M -$11.3K 3 25.21% Reduced
2205
MJP
Michael J. Puzo
$21.7M -$227K 3 7.85% Reduced
2206
HRC
Hoertkorn Richard Charles
$21.7M +$240K 5 11.54% Increased
2207
Rempart Asset Management
Rempart Asset Management
Canada
$21.7M +$259K 1 5.12% Increased
2208
Destiny Wealth Partners
Destiny Wealth Partners
Florida
$21.7M +$1.55M 11 4.7% Increased
2209
Trek Financial
Trek Financial
Arizona
$21.7M +$3.71M 6 2.16% Increased
2210
Trivium Point Advisory
Trivium Point Advisory
Connecticut
$21.7M +$1.8M 7 6.31% Increased
2211
S.E.E.D. Planning Group
S.E.E.D. Planning Group
New York
$21.7M +$3.15M 4 9.39% Increased
2212
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$21.7M -$5.84M 5 5.03% Reduced
2213
Pavion Blue Capital
Pavion Blue Capital
California
$21.6M +$1.14M 5 13.79% Increased
2214
Claro Advisors
Claro Advisors
Massachusetts
$21.5M +$6.7M 8 7.04% Increased
2215
Boston Research & Management
Boston Research & Management
Massachusetts
$21.5M -$524K 6 6.65% Reduced
2216
NAH
Neumann Advisory (HK)
Hong Kong
$21.4M -$6.37M 2 13.19% Reduced
2217
Boyd Watterson Asset Management
Boyd Watterson Asset Management
Ohio
$21.4M -$408K 10 8.84% Reduced
2218
Keystone Financial Group (Kentucky)
Keystone Financial Group (Kentucky)
Kentucky
$21.4M +$556K 6 4.23% Increased
2219
United Capital Management of KS
United Capital Management of KS
Kansas
$21.4M +$951K 4 8.84% Increased
2220
Broadleaf Partners
Broadleaf Partners
Ohio
$21.4M -$17.3M 3 8.45% Reduced
2221
Murchinson
Murchinson
Ontario, Canada
$21.2M +$10M 3 2.8% Increased
2222
Cabot Wealth Management
Cabot Wealth Management
Massachusetts
$21.2M -$780K 6 3.58% Reduced
2223
Sunbelt Securities
Sunbelt Securities
Texas
$21.2M -$184K 8 4.15% Reduced
2224
Hartford Financial Management
Hartford Financial Management
Connecticut
$21.2M -$946K 9 5.6% Reduced
2225
Unio Capital
Unio Capital
New Jersey
$21.2M +$339K 3 11.76% Increased