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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
2251
Delta Investment Management
Delta Investment Management
California
$18.4M +$3.21M 5 7.67% Increased
2252
Pacifica Capital Investments
Pacifica Capital Investments
Texas
$18.4M +$2.28M 1 9.25% Increased
2253
FTB
First Trust Bank
Bahamas
$18.4M -$5.96M 3 32.6% Reduced
2254
SG
Swarthmore Group
Pennsylvania
$18.4M +$15.4M 2 6.26% Increased
2255
Executive Wealth Management
Executive Wealth Management
Michigan
$18.3M -$256K 7 2.76% Reduced
2256
Geneva Partners
Geneva Partners
Wisconsin
$18.3M +$358K 4 12.86% Increased
2257
WFA of San Diego
WFA of San Diego
California
$18.3M +$18.9M 7 4.29% New
2258
Van Leeuwen & Company
Van Leeuwen & Company
New Jersey
$18.3M +$4.04M 5 14.21% Increased
2259
Hamilton Point Investment Advisors
Hamilton Point Investment Advisors
North Carolina
$18.3M +$511K 5 7.06% Increased
2260
Peoples Financial Services Corp
Peoples Financial Services Corp
Pennsylvania
$18.3M -$130K 6 9.64% Reduced
2261
Brave Asset Management
Brave Asset Management
New Jersey
$18.3M +$1.16M 6 9.56% Increased
2262
GPM Growth Investors
GPM Growth Investors
Michigan
$18.3M +$184K 3 13.61% Increased
2263
MCM
McMillion Capital Management
North Carolina
$18.3M -$4.55M 3 12.03% Reduced
2264
DT Investment Partners
DT Investment Partners
Pennsylvania
$18.3M +$227K 6 2.27% Increased
2265
Evolution Wealth Advisors
Evolution Wealth Advisors
Florida
$18.3M +$92.4K 10 5.99% Increased
2266
Pavion Blue Capital
Pavion Blue Capital
California
$18.3M +$223K 5 15.91% Increased
2267
SCP Investment
SCP Investment
California
$18.2M -$6.32M 2 10.38% Reduced
2268
Augustine Asset Management
Augustine Asset Management
Florida
$18.2M +$934K 3 10.99% Increased
2269
JWCA
J.W. Coons Advisors
Ohio
$18.2M -$314K 6 8.07% Reduced
2270
JT Stratford LLC
JT Stratford LLC
Georgia
$18.2M +$3.1M 5 9.35% Increased
2271
Municipal Employees' Retirement System of Michigan
Municipal Employees' Retirement System of Michigan
Michigan
$18.1M -$52.1M 7 0.45% Reduced
2272
Old Dominion Capital Management
Old Dominion Capital Management
Virginia
$18.1M +$1.23M 7 5.61% Increased
2273
Lincoln Capital Corp
Lincoln Capital Corp
Rhode Island
$18.1M -$272K 5 14.18% Reduced
2274
CCP
Cunning Capital Partners
North Carolina
$18.1M $0 2 12.76% Maintained
2275
Tamar Securities
Tamar Securities
California
$18.1M +$16.4M 4 14.43% New