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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
CFO4Life Group
CFO4Life Group
Texas
$20.7M -$1.68M 4 5.5% Reduced
2302
Chronos Wealth Management
Chronos Wealth Management
Florida
$20.7M -$794K 3 17.12% Reduced
2303
Laird Norton Wetherby Trust Company
Laird Norton Wetherby Trust Company
Washington
$20.7M -$211M 4 4.7% Reduced
2304
Legacy Advisors
Legacy Advisors
Pennsylvania
$20.7M +$5.2M 5 4.57% Increased
2305
AAM
Autus Asset Management
Arizona
$20.7M -$177K 4 3.96% Reduced
2306
Penbrook Management
Penbrook Management
New York
$20.7M +$153K 6 17.78% Increased
2307
Pavion Blue Capital
Pavion Blue Capital
California
$20.7M +$284K 5 14.81% Increased
2308
O'Brien Greene & Co
O'Brien Greene & Co
Pennsylvania
$20.6M +$16.2M 2 2.74% Increased
2309
JWCA
J.W. Coons Advisors
Ohio
$20.6M +$1.02M 6 7.81% Increased
2310
Radnor Capital Management
Radnor Capital Management
Pennsylvania
$20.6M +$1.53M 8 5.98% Increased
2311
Hodges Capital Management
Hodges Capital Management
Texas
$20.6M -$7.19M 6 3.39% Reduced
2312
McDonald Partners
McDonald Partners
Ohio
$20.6M -$7.92M 7 7.86% Reduced
2313
Marks Group Wealth Management
Marks Group Wealth Management
Minnesota
$20.6M +$2.37M 6 3.13% Increased
2314
McGuire Investment Group
McGuire Investment Group
Rhode Island
$20.6M +$586K 4 4.69% Increased
2315
Cherry Creek Investment Advisors
Cherry Creek Investment Advisors
Colorado
$20.6M +$1.54M 8 17.04% Increased
2316
Next Century Growth Investors
Next Century Growth Investors
Minnesota
$20.5M +$2.62M 4 2.5% Increased
2317
Inlet Private Wealth
Inlet Private Wealth
Florida
$20.5M -$369K 7 6.12% Reduced
2318
Bennett Selby Investments
Bennett Selby Investments
Maine
$20.5M +$568K 3 16.4% Increased
2319
Mendel Money Management
Mendel Money Management
Illinois
$20.5M +$229K 7 12.79% Increased
2320
Riverpark Capital Management
Riverpark Capital Management
New York
$20.5M -$618K 5 18.48% Reduced
2321
Element Capital Management
Element Capital Management
New York
$20.5M $0 7 9.82% Maintained
2322
Riggs Asset Management
Riggs Asset Management
Pennsylvania
$20.5M +$2.41M 11 8.11% Increased
2323
Quattro Financial Advisors
Quattro Financial Advisors
Texas
$20.4M +$2.18M 6 8.17% Increased
2324
Adalta Capital Management
Adalta Capital Management
New York
$20.4M -$932K 7 14.68% Reduced
2325
BFSG LLC
BFSG LLC
California
$20.4M -$2.05M 4 4.35% Reduced