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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
AMJ Financial Wealth Management
AMJ Financial Wealth Management
Virginia
$27.8M -$3.13M 3 10.05% Reduced
2402
WBH Advisory
WBH Advisory
Maryland
$27.8M -$1.07M 6 3.17% Reduced
2403
McKinley Carter Wealth Services
McKinley Carter Wealth Services
West Virginia
$27.7M -$1.22M 7 2.07% Reduced
2404
GTCM
Gyon Technologies Capital Management
New Jersey
$27.7M +$17.5M 9 5.12% Increased
2405
Citizens & Northern Corp
Citizens & Northern Corp
Pennsylvania
$27.7M -$1.33M 5 9.93% Reduced
2406
BCM
Bluefin Capital Management
New York
$27.7M +$23.2M 4 1.93% Increased
2407
JWCA
J.W. Coons Advisors
Ohio
$27.7M +$303K 6 8.36% Increased
2408
swisspartners
swisspartners
Liechtenstein
$27.6M -$2.62M 5 19.57% Reduced
2409
Inscription Capital
Inscription Capital
Texas
$27.6M +$2.62M 6 7.55% Increased
2410
ASA
Armstrong Shaw Associates
Connecticut
$27.6M -$1.59M 5 22.47% Reduced
2411
III
Independent Investors Inc
New York
$27.6M -$171K 6 5.9% Reduced
2412
Eidelman Virant Capital
Eidelman Virant Capital
Missouri
$27.6M +$21.6K 4 10.01% Increased
2413
McRae Capital Management
McRae Capital Management
New Jersey
$27.6M -$670K 5 5.75% Reduced
2414
Thomas White International
Thomas White International
Illinois
$27.6M -$2.46M 6 4.36% Reduced
2415
Phraction Management
Phraction Management
Connecticut
$27.5M +$27.5M 4 16.67% New
2416
Totem Point Management
Totem Point Management
New York
$27.5M -$20.7M 3 18.19% Reduced
2417
RPg Family Wealth Advisory
RPg Family Wealth Advisory
Massachusetts
$27.4M -$325K 7 10.84% Reduced
2418
CF
Clarity Financial
Texas
$27.4M +$3.64M 4 4.28% Increased
2419
Surevest
Surevest
California
$27.4M -$2.92M 11 6.5% Reduced
2420
United Capital Management of KS
United Capital Management of KS
Kansas
$27.4M +$7.93M 4 10.22% Increased
2421
Radnor Capital Management
Radnor Capital Management
Pennsylvania
$27.3M +$22.1M 8 6.75% Increased
2422
Beck Capital Management
Beck Capital Management
Texas
$27.3M +$2.4M 5 8.45% Increased
2423
SCM
Springhouse Capital Management
Connecticut
$27.3M +$1.28M 4 19.23% Increased
2424
JAIC
Josh Arnold Investment Consultant
Minnesota
$27.3M +$28M 2 24.92% New
2425
WA1
Wimmer Associates 1
California
$27.3M +$313K 5 14.62% Increased