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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
Lifeworks Advisors
Lifeworks Advisors
Michigan
$39.6M -$1.56M 8 5.13% Reduced
2702
Infusive Asset Management
Infusive Asset Management
New York
$39.6M -$12M 4 16.9% Reduced
2703
Spirit of America Management Corp
Spirit of America Management Corp
New York
$39.6M +$819K 8 8.39% Increased
2704
Finer Wealth Management
Finer Wealth Management
Massachusetts
$39.5M +$1.53M 5 19.13% Increased
2705
Chickasaw Capital Management
Chickasaw Capital Management
Tennessee
$39.5M +$634K 6 1.63% Increased
2706
CCC
Chelsea Counsel Company
California
$39.4M -$2.34M 8 16.94% Reduced
2707
MJP Associates
MJP Associates
Connecticut
$39.4M +$1.43M 9 4.93% Increased
2708
Aragon Global Management
Aragon Global Management
Florida
$39.4M +$10.6M 3 11.95% Increased
2709
MidWestOne Financial Group
MidWestOne Financial Group
Iowa
$39.3M -$1.31M 6 4.37% Reduced
2710
Stonebridge Financial Group (Pennsylvania)
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$39.3M +$2.68M 6 3.36% Increased
2711
Stokes Capital Advisors
Stokes Capital Advisors
South Carolina
$39.3M +$120K 4 8.98% Increased
2712
DCM Advisors
DCM Advisors
New York
$39.3M -$886K 4 16.31% Reduced
2713
FNBOMD
First National Bank of Mount Dora
Florida
$39.3M -$749K 5 8.58% Reduced
2714
Acumen Wealth Advisors
Acumen Wealth Advisors
Tennessee
$39.2M +$38.5M 10 11.3% New
2715
United Bank (Virginia)
United Bank (Virginia)
Virginia
$39.2M -$2.29M 5 5.18% Reduced
2716
Tulsa Wealth Advisors
Tulsa Wealth Advisors
Oklahoma
$39.2M +$39.2M 6 13.04% New
2717
Mendel Money Management
Mendel Money Management
Illinois
$39.2M -$1.86M 7 16.41% Reduced
2718
PWM
Positano Wealth Management
$39.2M +$37.2M 3 30.63% New
2719
TLC
True Light Capital
$39.2M +$43.5M 1 17.68% New
2720
CWAG
Compton Wealth Advisory Group
Virginia
$39.2M -$107K 5 8.56% Reduced
2721
Concord Asset Management (Virginia)
Concord Asset Management (Virginia)
Virginia
$39.1M +$1.22M 6 6.77% Increased
2722
TRUE Private Wealth Advisors
TRUE Private Wealth Advisors
Oregon
$39.1M -$344K 7 3.91% Reduced
2723
Ducere Wealth Management
Ducere Wealth Management
California
$39.1M +$37.7M 5 15.1% New
2724
Citizens & Northern Corp
Citizens & Northern Corp
Pennsylvania
$39M -$3.37M 6 9.67% Reduced
2725
TCI Wealth Advisors
TCI Wealth Advisors
Arizona
$38.9M -$1.14M 6 2.14% Reduced