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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
Allied Investment Advisors
Allied Investment Advisors
Montana
$22.4M +$364K 3 8.03% Increased
2302
Grandview Asset Management
Grandview Asset Management
Pennsylvania
$22.4M -$588K 6 12.51% Reduced
2303
Eventide Asset Management
Eventide Asset Management
Massachusetts
$22.3M -$1.05M 1 0.48% Reduced
2304
AAM
Autus Asset Management
Arizona
$22.3M -$867K 4 3.97% Reduced
2305
VisionPoint Advisory Group
VisionPoint Advisory Group
Texas
$22.3M +$837K 4 8.81% Increased
2306
Peachtree Investment Partners
Peachtree Investment Partners
Florida
$22.3M -$4.98M 5 13.9% Reduced
2307
Portland Global Advisors
Portland Global Advisors
Maine
$22.3M +$108K 7 4.26% Increased
2308
Wahed Invest
Wahed Invest
New York
$22.2M +$21.7M 5 13.7% Increased
2309
Strategic Wealth Investment Group
Strategic Wealth Investment Group
Kentucky
$22.2M -$2M 5 5.55% Reduced
2310
Infusive Asset Management
Infusive Asset Management
New York
$22.1M -$23.6M 2 16.42% Reduced
2311
City of London Investment Management
City of London Investment Management
United Kingdom
$22.1M +$1.26M 3 1.59% Increased
2312
Fort Point Capital Partners
Fort Point Capital Partners
California
$22.1M -$3.71M 6 3.61% Reduced
2313
Haverford Financial Services
Haverford Financial Services
Pennsylvania
$22.1M -$1.85M 2 6.42% Reduced
2314
Udine Wealth Management
Udine Wealth Management
Florida
$22.1M -$7.05M 2 39.96% Reduced
2315
IDG-Accel China Capital GP II Associates
IDG-Accel China Capital GP II Associates
Hong Kong
$22M $0 1 95.92% Maintained
2316
Greenline Partners
Greenline Partners
New York
$22M +$470K 4 4.75% Increased
2317
Cornercap Investment Counsel
Cornercap Investment Counsel
Georgia
$22M +$546K 9 3.81% Increased
2318
Brick & Kyle Associates
Brick & Kyle Associates
Pennsylvania
$22M +$81.2K 4 12.31% Increased
2319
Armor Advisors
Armor Advisors
New York
$22M -$8.27M 1 12.01% Reduced
2320
XS
XR Securities
Illinois
$21.9M +$10.9M 5 7.28% Increased
2321
Mendel Money Management
Mendel Money Management
Illinois
$21.9M +$292K 7 13.07% Increased
2322
Parkside Investments
Parkside Investments
Illinois
$21.9M +$1.36M 3 4.61% Increased
2323
Montecito Bank & Trust
Montecito Bank & Trust
California
$21.9M -$2.95M 5 5.2% Reduced
2324
Winton Group
Winton Group
United Kingdom
$21.9M -$24.9M 8 1.16% Reduced
2325
Engle Capital Management
Engle Capital Management
Connecticut
$21.9M -$12M 1 8.7% Reduced