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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
2301
Exeter Financial
Exeter Financial
Arizona
$10.6M -$56.1K 4 8.73% Reduced
2302
RCM
Ratan Capital Management
Florida
$10.6M -$6.06M 2 6.59% Reduced
2303
SOL Capital Management
SOL Capital Management
Maryland
$10.6M +$232K 9 2.86% Increased
2304
WC
Whitnell & Co
Illinois
$10.6M -$151K 6 4.17% Reduced
2305
PAS
Partnervest Advisory Services
California
$10.6M +$3.57M 7 4.19% Increased
2306
Segment Wealth Management
Segment Wealth Management
Texas
$10.5M +$207K 6 2.3% Increased
2307
Brown Capital Management
Brown Capital Management
Maryland
$10.5M +$240K 5 0.1% Increased
2308
Avalon Capital Management
Avalon Capital Management
California
$10.5M +$116K 4 9.62% Increased
2309
Redmond Asset Management
Redmond Asset Management
Virginia
$10.5M -$863K 5 4.12% Reduced
2310
Bowie Capital Management
Bowie Capital Management
Texas
$10.5M +$848K 1 1.79% Increased
2311
Fund Evaluation Group
Fund Evaluation Group
Ohio
$10.5M -$1.7M 4 1.73% Reduced
2312
Providence First Trust
Providence First Trust
Arizona
$10.5M +$206K 4 8.03% Increased
2313
Elo Mutual Pension Insurance
Elo Mutual Pension Insurance
Finland
$10.4M $0 1 0.44% Maintained
2314
FormulaFolio Investments
FormulaFolio Investments
Michigan
$10.4M +$1.17M 7 0.46% Increased
2315
Kirr Marbach & Co
Kirr Marbach & Co
Indiana
$10.4M +$350K 1 2.31% Increased
2316
Benedict Financial Advisors
Benedict Financial Advisors
Georgia
$10.4M -$486K 1 4.67% Reduced
2317
AAM
AR Asset Management
California
$10.4M $0 3 3.83% Maintained
2318
Hollow Brook Wealth Management
Hollow Brook Wealth Management
New York
$10.4M -$337K 2 8.13% Reduced
2319
G2 Investment Partners Management
G2 Investment Partners Management
New York
$10.4M +$43.3K 2 3.77% Increased
2320
Heritage Wealth Advisors
Heritage Wealth Advisors
Virginia
$10.3M +$1.55M 8 2.03% Increased
2321
Bridge Creek Capital Management
Bridge Creek Capital Management
Massachusetts
$10.3M -$203K 5 5.18% Reduced
2322
Addison Capital
Addison Capital
Pennsylvania
$10.3M +$222K 5 7.71% Increased
2323
Annex Advisory Services
Annex Advisory Services
Wisconsin
$10.3M -$1.02M 5 1.59% Reduced
2324
AO
Allen Operations
New York
$10.3M $0 2 3.72% Maintained
2325
Abbot Financial Management
Abbot Financial Management
Massachusetts
$10.3M -$262K 5 7.67% Reduced