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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
CCM
Conway Capital Management
California
$45.7M -$17.7K 4 20.24% Reduced
2202
Edgestream Partners
Edgestream Partners
New Jersey
$45.7M +$9.11M 12 1.95% Increased
2203
Glen Eagle Advisors
Glen Eagle Advisors
New Jersey
$45.7M -$213K 15 7.58% Reduced
2204
Park West Asset Management
Park West Asset Management
California
$45.7M -$25.4M 2 3.67% Reduced
2205
VST
Van Strum & Towne
California
$45.7M -$2.28M 6 16.07% Reduced
2206
Lathrop Investment Management
Lathrop Investment Management
Arkansas
$45.6M -$1.19M 6 8.69% Reduced
2207
SOA Wealth Advisors
SOA Wealth Advisors
New York
$45.5M -$756K 11 8.38% Reduced
2208
Beverly Hills Private Wealth
Beverly Hills Private Wealth
California
$45.5M +$739K 11 9.19% Increased
2209
Blue Grotto Capital
Blue Grotto Capital
Georgia
$45.5M -$5.29M 2 8.31% Reduced
2210
Archford Capital Strategies
Archford Capital Strategies
Illinois
$45.5M +$1.03M 9 6.88% Increased
2211
Advisornet Financial
Advisornet Financial
Minnesota
$45.4M -$10.1M 24 3.8% Reduced
2212
TLW Wealth Management
TLW Wealth Management
Florida
$45.4M +$140K 3 27.06% Increased
2213
HeadInvest LLC
HeadInvest LLC
Maine
$45.4M +$356K 6 8.57% Increased
2214
Wells Trecaso Financial Group
Wells Trecaso Financial Group
Ohio
$45.3M -$417K 5 14.82% Reduced
2215
PDS Planning
PDS Planning
Ohio
$45.3M +$2.41M 8 4.03% Increased
2216
Capital Investment Counsel (Colorado)
Capital Investment Counsel (Colorado)
Colorado
$45.3M +$842K 5 7.56% Increased
2217
Field & Main Bank
Field & Main Bank
Kentucky
$45.3M -$323K 7 15.92% Reduced
2218
LJHT
Laurie J. Hall Trustee
$45.2M -$627K 11 14.85% Reduced
2219
Pekin Hardy Strauss
Pekin Hardy Strauss
Illinois
$45.2M +$9.43M 8 5.73% Increased
2220
Connecticut Wealth Management
Connecticut Wealth Management
Connecticut
$45.2M +$1.07M 5 2.22% Increased
2221
JAT Capital Management
JAT Capital Management
Connecticut
$45.1M +$19.2M 4 7.14% Increased
2222
Governors Lane
Governors Lane
New York
$45M +$30.5M 1 3.51% Increased
2223
GenTrust
GenTrust
Florida
$45M +$10.3M 7 1.96% Increased
2224
M Holdings Securities
M Holdings Securities
Oregon
$45M +$17.6M 5 7.26% Increased
2225
Tanager Wealth Management
Tanager Wealth Management
United Kingdom
$45M +$3.9M 6 5.84% Increased