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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
Ascent Group
Ascent Group
Virginia
$31.9M +$35.4M 8 4.07% New
2252
Zhang Financial
Zhang Financial
Michigan
$31.9M +$14.8M 5 5.65% Increased
2253
Mandatum Life Insurance Company
Mandatum Life Insurance Company
Finland
$31.8M -$15.9M 5 8.41% Reduced
2254
M.D. Sass LLC
M.D. Sass LLC
New York
$31.8M -$22M 3 4.94% Reduced
2255
Camden National Bank
Camden National Bank
Maine
$31.8M -$935K 6 5.58% Reduced
2256
Quantitative Investment Management
Quantitative Investment Management
Virginia
$31.7M -$19.8M 4 4.45% Reduced
2257
QV Investors
QV Investors
Alberta, Canada
$31.6M -$5.85M 3 2.2% Reduced
2258
Firsthand Capital Management
Firsthand Capital Management
California
$31.6M -$7.92M 3 12.05% Reduced
2259
Udine Wealth Management
Udine Wealth Management
Florida
$31.6M +$31.5M 3 32.66% New
2260
Aaron Wealth Advisors
Aaron Wealth Advisors
Illinois
$31.6M +$2.1M 6 8.83% Increased
2261
NME
Notis-McConarty Edward
$31.5M -$1.31M 5 10.52% Reduced
2262
Chronos Wealth Management
Chronos Wealth Management
Florida
$31.4M -$329K 4 19.05% Reduced
2263
CFM
Comprehensive Financial Management
California
$31.4M -$32.8M 3 0.4% Reduced
2264
Teamwork Financial Advisors
Teamwork Financial Advisors
Texas
$31.4M +$2.82M 11 5.76% Increased
2265
Barometer Capital Management
Barometer Capital Management
Ontario, Canada
$31.4M +$394K 2 5.27% Increased
2266
Hartford Financial Management
Hartford Financial Management
Connecticut
$31.4M -$413K 11 7.29% Reduced
2267
Quadrant Private Wealth Management
Quadrant Private Wealth Management
Pennsylvania
$31.3M -$2.73M 7 11.63% Reduced
2268
HH
HWG Holdings
Texas
$31.3M +$30.9M 5 13.57% New
2269
Valley National Advisers
Valley National Advisers
Pennsylvania
$31.2M +$390K 18 5.75% Increased
2270
Eagle Rock Investment Company
Eagle Rock Investment Company
Georgia
$31.2M +$31M 5 5.96% New
2271
SC
Shellback Capital
Massachusetts
$31.2M -$6.17M 2 1.81% Reduced
2272
Blue Grotto Capital
Blue Grotto Capital
Georgia
$31.1M +$741K 2 7.27% Increased
2273
Haverford Financial Services
Haverford Financial Services
Pennsylvania
$31.1M -$1.7M 2 7.05% Reduced
2274
Brave Asset Management
Brave Asset Management
New Jersey
$31.1M +$635K 6 8.52% Increased
2275
Arete Wealth Advisors
Arete Wealth Advisors
Illinois
$31.1M +$4.32M 10 2.65% Increased