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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
2276
DWM
Darwin Wealth Management
Florida
$6.98M -$3.59M 4 6.75% Reduced
2277
HC
Hendley & Co
Ohio
$6.97M -$85.8K 1 3.81% Reduced
2278
FCG
FrontFour Capital Group
Connecticut
$6.97M +$6.54M 1 1.28% New
2279
Ascent Wealth Partners
Ascent Wealth Partners
New York
$6.96M +$55.1K 5 2.79% Increased
2280
MAA
Mraz Amerine & Associates
California
$6.93M -$797K 2 2.19% Reduced
2281
Tributary Capital Management
Tributary Capital Management
Nebraska
$6.93M +$2.06M 5 0.6% Increased
2282
Valley National Advisers
Valley National Advisers
Pennsylvania
$6.92M +$925K 11 2.37% Increased
2283
Jacobi Capital Management
Jacobi Capital Management
Pennsylvania
$6.92M +$3.19M 12 2.35% Increased
2284
CYG
Clean Yield Group
Vermont
$6.91M -$284K 4 2.82% Reduced
2285
GIPM
G2 Investment Partners Management
New York
$6.9M +$673K 1 2.73% Increased
2286
Sandhill Capital Partners
Sandhill Capital Partners
New York
$6.89M -$4.19M 2 1.34% Reduced
2287
LCM
Lucas Capital Management
New Jersey
$6.89M -$61.6K 6 6.18% Reduced
2288
Westover Capital Advisors
Westover Capital Advisors
Delaware
$6.89M +$401K 2 4.05% Increased
2289
PWSG
Pacific Wealth Strategies Group
California
$6.87M +$427K 4 5.42% Increased
2290
Marietta Wealth Management
Marietta Wealth Management
Georgia
$6.87M -$1.02M 5 3.85% Reduced
2291
ECM
Engle Capital Management
Connecticut
$6.86M +$175K 1 3.3% Increased
2292
Hikari Tsushin Inc
Hikari Tsushin Inc
Japan
$6.8M $0 1 1.99% Maintained
2293
Elgethun Capital Management
Elgethun Capital Management
South Dakota
$6.79M -$468K 5 4.99% Reduced
2294
SM
Seminole Management
New York
$6.79M +$254K 1 1.46% Increased
2295
Hood River Capital Management
Hood River Capital Management
Florida
$6.78M -$83.2K 1 0.43% Reduced
2296
BerganKDV Wealth Management
BerganKDV Wealth Management
Minnesota
$6.78M +$4.23M 6 1.7% Increased
2297
PC
Pecaut & Co
Iowa
$6.77M $0 2 5.54% Maintained
2298
AF
AMG Funds
Connecticut
$6.76M -$594K 4 3.71% Reduced
2299
CAM
Chesapeake Asset Management
New York
$6.74M -$215K 2 6.08% Reduced
2300
GWCM
Godshalk Welsh Capital Management
Pennsylvania
$6.74M -$213K 5 6.76% Reduced