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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
Spectrum Management Group
Spectrum Management Group
Indiana
$11.8M -$556K 8 3.54% Reduced
2302
Pinkerton Retirement Specialists
Pinkerton Retirement Specialists
Idaho
$11.8M +$594K 4 4.32% Increased
2303
Lincoln Capital Corp
Lincoln Capital Corp
Rhode Island
$11.8M -$2.48M 3 10.69% Reduced
2304
NAMP
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$11.8M +$210K 7 4.8% Increased
2305
Beacon Financial Group
Beacon Financial Group
Texas
$11.8M -$790K 7 1.93% Reduced
2306
Evermay Wealth Management
Evermay Wealth Management
Virginia
$11.8M +$144K 6 3.33% Increased
2307
KAM
Kavi Asset Management
New York
$11.8M +$13M 2 7.68% New
2308
Alpha Omega Wealth Management
Alpha Omega Wealth Management
Virginia
$11.8M -$110K 10 5.28% Reduced
2309
Brave Asset Management
Brave Asset Management
New Jersey
$11.7M +$489K 5 6.55% Increased
2310
Kiley Juergens Wealth Management
Kiley Juergens Wealth Management
Washington
$11.7M +$4.04K 1 14.61% Increased
2311
WCMN
Westchester Capital Management (Nebraska)
Nebraska
$11.7M -$147K 3 5.01% Reduced
2312
Richard C. Young & Co
Richard C. Young & Co
Rhode Island
$11.7M +$7.2M 2 2.23% Increased
2313
Heritage Wealth Advisors
Heritage Wealth Advisors
Virginia
$11.7M +$1.2M 8 1.92% Increased
2314
GoodHaven Capital Management
GoodHaven Capital Management
New Jersey
$11.7M -$898K 2 9.46% Reduced
2315
WBH Advisory
WBH Advisory
Maryland
$11.6M -$88.6K 7 2.77% Reduced
2316
Neumann Capital Management
Neumann Capital Management
California
$11.6M -$10.8K 5 7.44% Reduced
2317
Brown Capital Management
Brown Capital Management
Maryland
$11.6M +$415K 5 0.12% Increased
2318
Ascent Wealth Partners
Ascent Wealth Partners
New York
$11.6M +$92.7K 5 3.79% Increased
2319
Iowa State Bank
Iowa State Bank
Iowa
$11.6M -$316K 3 5.34% Reduced
2320
Monarch Capital Management
Monarch Capital Management
Indiana
$11.6M -$31.7K 4 4.22% Reduced
2321
Sensato Investors
Sensato Investors
California
$11.6M -$1.46M 2 3.25% Reduced
2322
Uncommon Cents Investing
Uncommon Cents Investing
Wisconsin
$11.6M -$398K 3 7.57% Reduced
2323
Mount Vernon Associates
Mount Vernon Associates
Maryland
$11.6M -$90.1K 4 17.69% Reduced
2324
Governors Lane
Governors Lane
New York
$11.6M -$408K 1 0.84% Reduced
2325
Elo Mutual Pension Insurance
Elo Mutual Pension Insurance
Finland
$11.6M $0 1 0.53% Maintained