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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
2601
Cardan Capital Partners
Cardan Capital Partners
Colorado
$10.7M -$69K 6 1.44% Reduced
2602
Resource Management
Resource Management
Louisiana
$10.7M -$38.8K 6 1.72% Reduced
2603
Bell Bank
Bell Bank
North Dakota
$10.7M -$484K 6 1.94% Reduced
2604
Ashton Thomas Private Wealth
Ashton Thomas Private Wealth
Arizona
$10.7M +$3.1M 7 3.53% Increased
2605
Totem Point Management
Totem Point Management
New York
$10.7M -$5.2M 1 4.57% Reduced
2606
Scion Asset Management
Scion Asset Management
California
$10.7M $0 1 13% Maintained
2607
RB Capital Management
RB Capital Management
Nevada
$10.7M -$700K 7 6.1% Reduced
2608
Live Oak Private Wealth
Live Oak Private Wealth
North Carolina
$10.7M +$10.1M 4 10.37% New
2609
Pecaut & Co
Pecaut & Co
Iowa
$10.7M -$9.03K 2 6.8% Reduced
2610
LA
Lau Associates
Delaware
$10.6M -$99.4K 6 5.29% Reduced
2611
S.E.E.D. Planning Group
S.E.E.D. Planning Group
New York
$10.6M +$10.1M 4 9.23% New
2612
Burke & Herbert Bank & Trust
Burke & Herbert Bank & Trust
Virginia
$10.6M +$891K 7 8.18% Increased
2613
Claro Advisors
Claro Advisors
Massachusetts
$10.6M +$2.1M 7 8.16% Increased
2614
CWM
Cordatus Wealth Management
Pennsylvania
$10.6M -$649K 3 5.27% Reduced
2615
Cincinnati Specialty Underwriters Insurance
Cincinnati Specialty Underwriters Insurance
Ohio
$10.5M $0 2 5.74% Maintained
2616
Silphium Asset Management
Silphium Asset Management
United Kingdom
$10.5M +$1.11M 4 5.51% Increased
2617
Amica Retiree Medical Trust
Amica Retiree Medical Trust
Rhode Island
$10.5M -$245K 7 8.12% Reduced
2618
AIM
Axiom Investment Management
New York
$10.5M -$7.32M 7 15.06% Reduced
2619
Hixon Zuercher
Hixon Zuercher
Ohio
$10.5M +$9.9M 4 10% New
2620
Moseley Investment Management
Moseley Investment Management
Florida
$10.5M +$205K 5 10.31% Increased
2621
Eudaimonia Partners
Eudaimonia Partners
Tennessee
$10.5M +$10M 11 4.16% New
2622
Baldwin Investment Management
Baldwin Investment Management
Pennsylvania
$10.5M -$275K 4 2.8% Reduced
2623
Institutional & Family Asset Management
Institutional & Family Asset Management
Colorado
$10.4M -$528K 13 2.2% Reduced
2624
Summit Financial Wealth Advisors
Summit Financial Wealth Advisors
Louisiana
$10.4M +$462K 4 2.53% Increased
2625
Salem Capital Management
Salem Capital Management
Massachusetts
$10.4M -$103K 2 5.65% Reduced