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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
2751
Howard Hughes Medical Institute
Howard Hughes Medical Institute
Maryland
$17.7M $0 2 5.92% Maintained
2752
Texas Capital Bank Wealth Management Services
Texas Capital Bank Wealth Management Services
Texas
$17.7M +$411K 5 2.21% Increased
2753
DRW Securities
DRW Securities
Illinois
$17.6M -$20.4M 7 0.55% Reduced
2754
Capital Planning
Capital Planning
Washington
$17.6M -$1.87M 4 7.5% Reduced
2755
WFI
West Family Investments
California
$17.6M +$16.8M 7 4.77% New
2756
Grace Capital
Grace Capital
Massachusetts
$17.6M -$237K 9 11.79% Reduced
2757
JNBA Financial Advisors
JNBA Financial Advisors
Minnesota
$17.6M +$27.2K 12 2.38% Increased
2758
Plante Moran Financial Advisors
Plante Moran Financial Advisors
Michigan
$17.6M +$876K 13 4.27% Increased
2759
Jump Financial
Jump Financial
Illinois
$17.6M -$19.4M 14 1.7% Reduced
2760
LWMM
Legacy Wealth Management (Mississippi)
Mississippi
$17.5M -$555K 4 9.71% Reduced
2761
Keystone Financial Planning
Keystone Financial Planning
Ohio
$17.5M -$393K 2 6.34% Reduced
2762
Amarillo National Bank
Amarillo National Bank
Texas
$17.5M $0 6 5.01% Maintained
2763
WealthBridge Capital Management
WealthBridge Capital Management
Ohio
$17.5M -$84.8K 5 6.35% Reduced
2764
Heartland Bank & Trust
Heartland Bank & Trust
Illinois
$17.4M -$601K 3 16.06% Reduced
2765
Seaview Investment Managers
Seaview Investment Managers
Florida
$17.4M +$118K 3 8.9% Increased
2766
Cincinnati Specialty Underwriters Insurance
Cincinnati Specialty Underwriters Insurance
Ohio
$17.4M $0 2 7.1% Maintained
2767
Brown Miller Wealth Management
Brown Miller Wealth Management
Virginia
$17.4M -$94.1K 5 11.13% Reduced
2768
Field & Main Bank
Field & Main Bank
Kentucky
$17.4M +$530K 7 11.16% Increased
2769
HCM
Horrell Capital Management
Arkansas
$17.4M +$6.05M 8 6.43% Increased
2770
FCA
FLC Capital Advisors
California
$17.4M +$256K 5 5.12% Increased
2771
Regency Capital Management
Regency Capital Management
Hawaii
$17.4M +$7.1M 6 13.15% Increased
2772
DA
DSC Advisors
Illinois
$17.4M -$15.8M 6 12.55% Reduced
2773
Horizon Kinetics Asset Management
Horizon Kinetics Asset Management
New York
$17.4M -$147K 4 0.35% Reduced
2774
General Industrial Partners
General Industrial Partners
United Kingdom
$17.4M +$16.1M 1 9.53% New
2775
Doheny Asset Management
Doheny Asset Management
California
$17.4M -$716K 6 11.18% Reduced