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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
Acorn Financial Advisory Services
Acorn Financial Advisory Services
Virginia
$26.6M -$848K 11 7.84% Reduced
2302
Steel Grove Capital Advisors
Steel Grove Capital Advisors
Tennessee
$26.6M +$787K 5 7.27% Increased
2303
Ausdal Financial Partners
Ausdal Financial Partners
Iowa
$26.5M +$1.07M 9 4.02% Increased
2304
Hillman Capital Management
Hillman Capital Management
Maryland
$26.5M +$1.71M 4 10.09% Increased
2305
Private Management Group
Private Management Group
California
$26.5M +$11.3M 5 1.16% Increased
2306
Alight Capital Management
Alight Capital Management
New York
$26.4M +$14.1M 4 7.59% Increased
2307
Bell Bank
Bell Bank
North Dakota
$26.3M +$4.44M 7 3.48% Increased
2308
Pacific Wealth Strategies Group
Pacific Wealth Strategies Group
California
$26.3M +$510K 4 10.08% Increased
2309
Tiemann Investment Advisors
Tiemann Investment Advisors
California
$26.3M -$2.23M 7 12.31% Reduced
2310
SKBA Capital Management
SKBA Capital Management
California
$26.3M -$5.62M 2 5.15% Reduced
2311
IMOV
Investment Management of Virginia
Virginia
$26.3M +$3.2M 7 5.07% Increased
2312
Paradigm Financial Advisors
Paradigm Financial Advisors
Missouri
$26.3M -$2.14M 7 5.85% Reduced
2313
ASA
Armstrong Shaw Associates
Connecticut
$26.2M -$1.22M 5 22.8% Reduced
2314
Cardan Capital Partners
Cardan Capital Partners
Colorado
$26.2M -$542K 7 2.92% Reduced
2315
MCG
McCollum Christoferson Group
New York
$26.2M -$98.6K 3 6.23% Reduced
2316
Lincluden Management
Lincluden Management
Ontario, Canada
$26.2M -$2.5M 4 2.51% Reduced
2317
Nachman Norwood & Parrott
Nachman Norwood & Parrott
South Carolina
$26.2M -$85.9K 7 2.66% Reduced
2318
TBH Global Asset Management
TBH Global Asset Management
Tennessee
$26.1M +$2.25M 7 6.02% Increased
2319
J. Arnold Wealth Management
J. Arnold Wealth Management
Ohio
$26.1M +$1.14M 3 12.69% Increased
2320
MI
Markston International
New York
$26M -$140M 6 15.82% Reduced
2321
Dumont & Blake Investment Advisors
Dumont & Blake Investment Advisors
New Jersey
$26M -$116K 6 7.38% Reduced
2322
Valley National Advisers
Valley National Advisers
Pennsylvania
$25.9M +$540K 16 4.74% Increased
2323
Insight Advisors
Insight Advisors
Pennsylvania
$25.9M +$566K 9 8.13% Increased
2324
SeaBridge Investment Advisors
SeaBridge Investment Advisors
New Jersey
$25.9M -$489K 5 8.35% Reduced
2325
America First Investment Advisors
America First Investment Advisors
Nebraska
$25.9M -$277K 5 7.58% Reduced