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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
Wellspring Financial Advisors
Wellspring Financial Advisors
Ohio
$49.7M -$407M 8 3.73% Reduced
2202
TLW Wealth Management
TLW Wealth Management
Florida
$49.7M +$754K 3 29.09% Increased
2203
Foyston, Gordon, & Payne
Foyston, Gordon, & Payne
Ontario, Canada
$49.6M -$8.15M 2 11.45% Reduced
2204
Vicus Capital
Vicus Capital
Pennsylvania
$49.6M -$620K 6 3.65% Reduced
2205
Marble Wealth
Marble Wealth
Alabama
$49.6M -$23M 6 8.68% Reduced
2206
Jacobson & Schmitt Advisors
Jacobson & Schmitt Advisors
Wisconsin
$49.6M +$2.35M 4 8.99% Increased
2207
Annis Gardner Whiting Capital Advisors
Annis Gardner Whiting Capital Advisors
Florida
$49.4M +$14.6M 18 7.92% Increased
2208
Accurate Wealth Management
Accurate Wealth Management
Florida
$49.4M +$3.84M 7 5.95% Increased
2209
McRae Capital Management
McRae Capital Management
New Jersey
$49.4M +$2.53M 5 10.24% Increased
2210
Sandbox Financial Partners
Sandbox Financial Partners
Maryland
$49.4M +$296K 7 13.88% Increased
2211
SWK
Stephen W. Kidder
$49.3M -$896K 4 14.51% Reduced
2212
American Money Management
American Money Management
California
$49.3M -$154K 5 7.81% Reduced
2213
ShankerValleau Wealth Advisors
ShankerValleau Wealth Advisors
Illinois
$49.3M -$1.19M 6 13.9% Reduced
2214
Mane Global Capital Management
Mane Global Capital Management
New York
$49.2M -$199M 4 5.07% Reduced
2215
Perennial Investment Advisors
Perennial Investment Advisors
California
$49.2M +$1.23M 9 3.92% Increased
2216
Decatur Capital Management
Decatur Capital Management
Georgia
$49.1M -$910K 4 22.49% Reduced
2217
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$49.1M +$4.39M 5 0.72% Increased
2218
Sivia Capital Partners
Sivia Capital Partners
California
$49M +$12.1M 13 9.5% Increased
2219
Hudson Value Partners
Hudson Value Partners
Florida
$49M +$135K 6 14.62% Increased
2220
Mezzasalma Advisors
Mezzasalma Advisors
New Jersey
$48.9M +$645K 5 12.5% Increased
2221
UAG
United Advisor Group
Ohio
$48.9M +$3.95M 10 6.03% Increased
2222
JCIC Asset Management
JCIC Asset Management
Ontario, Canada
$48.9M -$7.03M 6 14.98% Reduced
2223
Banque de Luxembourg
Banque de Luxembourg
Luxembourg
$48.9M -$3.77M 5 25.29% Reduced
2224
Valmark Advisers
Valmark Advisers
Ohio
$48.9M +$263K 6 0.58% Increased
2225
WPI
Walter Public Investments
Canada
$48.9M -$24.6M 3 11.69% Reduced