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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
2326
Haverford Financial Services
Haverford Financial Services
Pennsylvania
$35.1M -$131K 2 10.11% Reduced
2327
WCM
Woodson Capital Management
Connecticut
$35.1M -$12.5M 1 5.6% Reduced
2328
Marcum Wealth
Marcum Wealth
Ohio
$35M +$1.93M 6 3.55% Increased
2329
Advanced Asset Management Advisors
Advanced Asset Management Advisors
Ohio
$35M -$84.8K 4 8.64% Reduced
2330
CIC Wealth
CIC Wealth
Maryland
$34.9M -$505K 6 10.17% Reduced
2331
Asio Capital
Asio Capital
Kentucky
$34.9M +$1.27M 5 7.42% Increased
2332
Rings Capital Management
Rings Capital Management
Illinois
$34.9M $0 1 19.1% Maintained
2333
Fairfield, Bush & Co
Fairfield, Bush & Co
Connecticut
$34.9M -$1.05M 6 20.67% Reduced
2334
SF
Symphony Financial
Texas
$34.9M -$4.35M 5 8.13% Reduced
2335
Glassy Mountain Advisors
Glassy Mountain Advisors
Maryland
$34.9M -$543K 4 13.12% Reduced
2336
Sands Capital Ventures
Sands Capital Ventures
Virginia
$34.8M -$44.2K 1 8.4% Reduced
2337
Kelly Lawrence W & Associates
Kelly Lawrence W & Associates
California
$34.8M -$1.26M 9 7.92% Reduced
2338
Baker Ellis Asset Management
Baker Ellis Asset Management
Washington
$34.8M +$240K 5 5.18% Increased
2339
Globeflex Capital
Globeflex Capital
California
$34.7M -$3.43M 8 3.38% Reduced
2340
Security National Bank
Security National Bank
Nebraska
$34.7M +$51.3K 7 5.25% Increased
2341
BIMC
Benson Investment Management Company
Virginia
$34.7M -$1.15M 5 14.76% Reduced
2342
Fort Point Capital Partners
Fort Point Capital Partners
California
$34.7M -$76K 6 4.62% Reduced
2343
Bennett Selby Investments
Bennett Selby Investments
Maine
$34.6M +$107K 3 16.17% Increased
2344
Point72 Italy
Point72 Italy
Italy
$34.6M -$4.63M 3 14.21% Reduced
2345
RA
Ransom Advisory
Rhode Island
$34.6M +$33M 10 18.46% New
2346
6CM
683 Capital Management
New York
$34.6M +$11.8M 2 2.53% Increased
2347
Beverly Hills Private Wealth
Beverly Hills Private Wealth
California
$34.6M +$2.44M 11 7.99% Increased
2348
White Pine Investment Company
White Pine Investment Company
Michigan
$34.6M -$714K 3 10.21% Reduced
2349
PCMK
Paragon Capital Management (Kansas)
Kansas
$34.6M -$376K 4 18.62% Reduced
2350
Liberty One Investment Management
Liberty One Investment Management
Illinois
$34.5M -$726K 10 3.91% Reduced