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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
Horan Capital Advisors
Horan Capital Advisors
Ohio
$23.9M -$101K 4 9.35% Reduced
2452
Shorepoint Capital Partners
Shorepoint Capital Partners
Massachusetts
$23.9M -$134K 5 6.74% Reduced
2453
Carolinas Wealth Consulting
Carolinas Wealth Consulting
North Carolina
$23.9M -$409K 13 4.74% Reduced
2454
Jump Financial
Jump Financial
Illinois
$23.9M +$5.4M 17 0.88% Increased
2455
Farmers National Bank
Farmers National Bank
Kentucky
$23.9M +$93.8K 6 8.14% Increased
2456
1776 Wealth
1776 Wealth
Georgia
$23.9M +$713K 5 12.57% Increased
2457
AAM
AR Asset Management
California
$23.8M $0 5 6.4% Maintained
2458
Stableford Capital II
Stableford Capital II
Arizona
$23.8M +$20.4M 5 10.54% Increased
2459
Quantbot Technologies
Quantbot Technologies
New York
$23.8M +$8.11M 11 1.56% Increased
2460
RHDIC
R.H. Dinel Investment Counsel
California
$23.8M $0 2 16.64% Maintained
2461
Resonant Capital Advisors
Resonant Capital Advisors
Wisconsin
$23.7M -$786K 6 2.58% Reduced
2462
New England Asset Management
New England Asset Management
Connecticut
$23.7M -$2.82M 3 3.43% Reduced
2463
Delta Financial Advisors
Delta Financial Advisors
Louisiana
$23.7M +$552K 5 10.46% Increased
2464
M. Kulyk & Associates
M. Kulyk & Associates
Georgia
$23.6M -$703K 5 6.59% Reduced
2465
F/M Investments
F/M Investments
District of Columbia
$23.6M -$274K 5 17.4% Reduced
2466
Kentucky Farm Bureau Mutual Insurance
Kentucky Farm Bureau Mutual Insurance
Kentucky
$23.6M $0 3 6.55% Maintained
2467
Westmount Partners
Westmount Partners
California
$23.6M +$597K 6 10.27% Increased
2468
Alpha Capital Management
Alpha Capital Management
Texas
$23.6M $0 6 5.89% Maintained
2469
GoodHaven Capital Management
GoodHaven Capital Management
New Jersey
$23.5M -$36.4K 3 14.11% Reduced
2470
Blue Edge Capital
Blue Edge Capital
Virginia
$23.5M +$267K 6 4.74% Increased
2471
Rodgers Brothers
Rodgers Brothers
Pennsylvania
$23.5M +$1.51M 7 4.14% Increased
2472
Udine Wealth Management
Udine Wealth Management
Florida
$23.5M +$1.28M 3 22.33% Increased
2473
RA
Rovida Advisors
Florida
$23.5M $0 3 10.25% Maintained
2474
Vest Financial
Vest Financial
Virginia
$23.5M +$9.9M 3 2.19% Increased
2475
Capital Planning
Capital Planning
Washington
$23.5M -$568K 2 9.16% Reduced