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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
2401
FIG
Freed Investment Group
Massachusetts
$24.1M +$617K 4 18.72% Increased
2402
Carderock Capital Management
Carderock Capital Management
Maryland
$24.1M +$1.87M 4 6.61% Increased
2403
MidWestOne Financial Group
MidWestOne Financial Group
Iowa
$24.1M +$122K 8 5.69% Increased
2404
JWCA
J.W. Coons Advisors
Ohio
$24.1M -$517K 6 8.54% Reduced
2405
Mitchell McLeod Pugh & Williams
Mitchell McLeod Pugh & Williams
Alabama
$24.1M +$737K 10 9.26% Increased
2406
WA1
Wimmer Associates 1
California
$24.1M -$821K 5 14.12% Reduced
2407
Regent Peak Wealth Advisors
Regent Peak Wealth Advisors
Georgia
$24.1M +$2.88M 8 6.73% Increased
2408
Platte River Wealth Advisors
Platte River Wealth Advisors
Colorado
$24.1M +$191K 5 9.14% Increased
2409
GVO Asset Management
GVO Asset Management
Switzerland
$24M -$41.5K 3 20.39% Reduced
2410
Allred Capital Management
Allred Capital Management
Texas
$24M -$822K 7 11.89% Reduced
2411
Delta Investment Management
Delta Investment Management
California
$24M -$2.1M 5 7.14% Reduced
2412
Blue Edge Capital
Blue Edge Capital
Virginia
$23.9M -$1.27M 6 4.97% Reduced
2413
AMJ Financial Wealth Management
AMJ Financial Wealth Management
Virginia
$23.9M +$166K 3 10.41% Increased
2414
Evolution Wealth Advisors
Evolution Wealth Advisors
Florida
$23.9M +$415K 12 4.85% Increased
2415
Convergence Investment Partners
Convergence Investment Partners
Florida
$23.9M -$349K 10 10.27% Reduced
2416
First Mercantile Trust
First Mercantile Trust
Tennessee
$23.9M +$146K 14 2.82% Increased
2417
SFG
SageGuard Financial Group
Tennessee
$23.8M -$2.3M 4 10.81% Reduced
2418
White Pine Capital
White Pine Capital
Minnesota
$23.8M +$186K 6 7.08% Increased
2419
Boyd Watterson Asset Management
Boyd Watterson Asset Management
Ohio
$23.8M +$133K 5 9.6% Increased
2420
HCA
Hyperion Capital Advisors
New York
$23.7M +$2.58M 5 6.78% Increased
2421
Roman Butler Fullerton & Co
Roman Butler Fullerton & Co
Missouri
$23.7M +$2.44M 6 11.55% Increased
2422
O'Neil Global Advisors
O'Neil Global Advisors
California
$23.7M +$11.7M 6 7.42% Increased
2423
Monarch Capital Management
Monarch Capital Management
Indiana
$23.7M +$7.73K 6 6.76% Increased
2424
Patton Albertson Miller Group
Patton Albertson Miller Group
Tennessee
$23.7M -$1.06M 7 5.39% Reduced
2425
Rowlandmiller & Partners
Rowlandmiller & Partners
Georgia
$23.6M +$656K 6 5.81% Increased