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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
2451
Univest Financial
Univest Financial
Pennsylvania
$18.9M -$704K 3 5.5% Reduced
2452
LeJeune Puetz Investment Counsel
LeJeune Puetz Investment Counsel
Michigan
$18.9M +$202 6 8.16% Increased
2453
Carolinas Wealth Consulting
Carolinas Wealth Consulting
North Carolina
$18.9M +$4.54M 13 5.08% Increased
2454
ETI
Enterprise Trust & Investment
California
$18.9M -$145K 8 8.9% Reduced
2455
AMJ Financial Wealth Management
AMJ Financial Wealth Management
Virginia
$18.9M -$17.3K 3 9.64% Reduced
2456
Formidable Asset Management
Formidable Asset Management
Ohio
$18.9M +$86.3K 7 4.37% Increased
2457
Sloy Dahl & Holst
Sloy Dahl & Holst
Washington
$18.8M +$6.66M 6 9.01% Increased
2458
White Pine Capital
White Pine Capital
Minnesota
$18.8M +$293K 6 6.65% Increased
2459
Bright Rock Capital Management
Bright Rock Capital Management
Massachusetts
$18.8M -$3.83M 2 5.12% Reduced
2460
WCM
Wunderlich Capital Managemnt
Tennessee
$18.8M -$56.2K 6 10.41% Reduced
2461
FIG
Freed Investment Group
Massachusetts
$18.8M +$18.2M 4 17.25% New
2462
Boyd Watterson Asset Management
Boyd Watterson Asset Management
Ohio
$18.8M -$667K 5 8.93% Reduced
2463
Aperture Investors
Aperture Investors
New York
$18.8M +$2.95M 3 3.19% Increased
2464
Olstein Capital Management
Olstein Capital Management
New York
$18.8M -$3.54M 3 3% Reduced
2465
Triangle Securities Wealth Management
Triangle Securities Wealth Management
North Carolina
$18.8M -$264K 6 7.43% Reduced
2466
Kingstown Capital Management
Kingstown Capital Management
New York
$18.7M -$8.53M 2 10.16% Reduced
2467
Bridge Creek Capital Management
Bridge Creek Capital Management
Massachusetts
$18.7M +$2.39M 5 7.77% Increased
2468
DRW Securities
DRW Securities
Illinois
$18.7M -$970K 7 0.66% Reduced
2469
Sonata Capital Group
Sonata Capital Group
Washington
$18.7M -$73K 7 9.24% Reduced
2470
Benin Management Corp
Benin Management Corp
Connecticut
$18.6M -$370K 7 7.5% Reduced
2471
Seaview Investment Managers
Seaview Investment Managers
Florida
$18.6M +$695K 9 13.06% Increased
2472
Capital Growth Management
Capital Growth Management
Massachusetts
$18.6M +$22.2M 1 1.88% New
2473
Darwin Wealth Management
Darwin Wealth Management
Florida
$18.6M -$1.21M 7 3.49% Reduced
2474
Main Street Financial Solutions
Main Street Financial Solutions
Pennsylvania
$18.6M +$18.2M 9 3.8% New
2475
Augustine Asset Management
Augustine Asset Management
Florida
$18.6M -$401K 3 9.64% Reduced