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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
Selway Asset Management
Selway Asset Management
$37.5M -$251K 6 15% Reduced
2252
EWG
Executive Wealth Group
Washington
$37.5M +$24.8M 4 7.81% Increased
2253
Keywise Capital Management (HK)
Keywise Capital Management (HK)
Hong Kong
$37.5M -$562K 2 5.06% Reduced
2254
Rench Wealth Management
Rench Wealth Management
Texas
$37.5M +$863K 4 14.36% Increased
2255
CC
Codex Capital
New York
$37.5M -$1.79M 5 18.26% Reduced
2256
MSA Advisors
MSA Advisors
California
$37.3M +$6.91M 3 11.18% Increased
2257
Elevatus Welath Management
Elevatus Welath Management
New York
$37.3M -$5.03M 5 14.71% Reduced
2258
Concentric Wealth Management
Concentric Wealth Management
California
$37.3M +$185K 6 9.92% Increased
2259
Naviter Wealth
Naviter Wealth
Arkansas
$37.2M +$6.72M 6 6.09% Increased
2260
FC
Franchise Capital
Cayman Islands
$37.2M -$9.11M 1 6.93% Reduced
2261
Litman Gregory Wealth Management
Litman Gregory Wealth Management
California
$37.2M -$88.8K 4 3.38% Reduced
2262
American Money Management
American Money Management
California
$37.2M -$385K 4 7.76% Reduced
2263
Rowlandmiller & Partners
Rowlandmiller & Partners
Georgia
$37.2M +$195K 6 7.84% Increased
2264
EFG Asset Management
EFG Asset Management
Oregon
$37.1M +$5.15M 6 6.41% Increased
2265
Quantitative Investment Management
Quantitative Investment Management
Virginia
$37.1M -$77.7M 5 2.19% Reduced
2266
&Partners
&Partners
Tennessee
$37.1M +$10.8M 9 5.11% Increased
2267
Mayflower Financial Advisors
Mayflower Financial Advisors
Massachusetts
$37.1M -$33.3M 8 6.2% Reduced
2268
Annandale Capital
Annandale Capital
Texas
$37M +$438K 5 6.82% Increased
2269
KAM
Kinney Asset Management
Illinois
$37M $0 1 23.78% Maintained
2270
Portfolio Design Labs
Portfolio Design Labs
California
$37M -$3.03M 5 12.44% Reduced
2271
Northside Capital Management
Northside Capital Management
Oregon
$36.9M -$213K 5 6.59% Reduced
2272
Walter & Keenan Wealth Management
Walter & Keenan Wealth Management
Indiana
$36.9M -$610K 6 12.1% Reduced
2273
BNC Wealth Management
BNC Wealth Management
Oregon
$36.9M +$244K 5 15.76% Increased
2274
Coulter & Justus Financial Services
Coulter & Justus Financial Services
Tennessee
$36.8M +$23.7M 5 8.18% Increased
2275
Noesis Capital Mangement
Noesis Capital Mangement
Florida
$36.8M -$1.57M 5 8.18% Reduced