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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
2701
SICM
Sustainable Insight Capital Management
New York
$38.7M -$16.7M 5 16.58% Reduced
2702
SCI
Stableford Capital II
Arizona
$38.6M -$752K 8 13.39% Reduced
2703
RWC
Rare Wolf Capital
Washington
$38.6M -$1.73M 5 24.82% Reduced
2704
MCM
Monarch Capital Management
Indiana
$38.6M -$33.3K 5 8.85% Reduced
2705
SOAMC
Spirit of America Management Corp
New York
$38.6M -$281K 8 7.28% Reduced
2706
COI
Connable Office Inc
Michigan
$38.6M +$597K 6 3.4% Increased
2707
MWM
Mattern Wealth Management
Kansas
$38.6M +$2.8M 6 6.33% Increased
2708
PCM
Permanent Capital Management
Illinois
$38.6M +$718K 6 5.16% Increased
2709
GCC
Game Creek Capital
Massachusetts
$38.5M -$10.6M 6 13.6% Reduced
2710
SSW
Stone Summit Wealth
Florida
$38.5M -$361K 6 9.78% Reduced
2711
APSI
Asset Planning Services Inc
Louisiana
$38.5M -$1.74M 3 16.34% Reduced
2712
GWM
Glass Wealth Management
Texas
$38.5M +$1.07M 5 12.89% Increased
2713
WFG
Wormser Freres Gestion
France
$38.4M +$1.7M 7 21.7% Increased
2714
CWAG
Compton Wealth Advisory Group
Virginia
$38.4M -$160K 5 7.75% Reduced
2715
AI
Aperture Investors
New York
$38.4M +$23.2M 4 3.47% Increased
2716
UBG
United Bank (Georgia)
Georgia
$38.4M -$728K 5 11.67% Reduced
2717
BCM
Buckhead Capital Management
Georgia
$38.4M -$415K 6 13.16% Reduced
2718
SOW
State of Wyoming
Wyoming
$38.3M +$4.12M 23 3.88% Increased
2719
WPC
White Pine Capital
Minnesota
$38.3M -$518K 6 9.05% Reduced
2720
IA
IFC Advisors
California
$38.3M +$649K 4 4.86% Increased
2721
CWA
Clarity Wealth Advisors
California
$38.3M -$662K 9 6.75% Reduced
2722
PIP
Peachtree Investment Partners
Florida
$38.2M -$242K 5 12.26% Reduced
2723
PG
Patten Group
Tennessee
$38.2M +$2.75M 7 5.94% Increased
2724
IPW
Inlet Private Wealth
Florida
$38.2M -$4M 7 9.29% Reduced
2725
GC
GFG Capital
Florida
$38.2M +$582K 5 10.52% Increased