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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
CIM
CIM Investment Management
Pennsylvania
$34.6M -$33.5M 8 9.39% Reduced
2752
Advanced Asset Management Advisors
Advanced Asset Management Advisors
Ohio
$34.6M -$5.41M 4 9.25% Reduced
2753
Ravenstone Capital Management
Ravenstone Capital Management
$34.6M -$1.13M 4 16.93% Reduced
2754
Osprey Private Wealth
Osprey Private Wealth
New York
$34.6M +$9.7M 4 12.56% Increased
2755
Austin Private Wealth
Austin Private Wealth
Texas
$34.5M -$1.03M 6 2.62% Reduced
2756
Palumbo Wealth Management
Palumbo Wealth Management
New York
$34.5M +$6.22M 10 11.02% Increased
2757
Focused Wealth Management
Focused Wealth Management
New York
$34.5M +$623K 10 3.67% Increased
2758
Glass Wealth Management
Glass Wealth Management
Texas
$34.5M +$2.02M 5 15.36% Increased
2759
Townsend Asset Management
Townsend Asset Management
North Carolina
$34.4M +$576K 6 12.24% Increased
2760
CMT Capital Markets Trading
CMT Capital Markets Trading
Germany
$34.4M +$14.5M 5 0.32% Increased
2761
Capital Planning
Capital Planning
Washington
$34.4M -$192K 5 10.01% Reduced
2762
American Trust
American Trust
Kentucky
$34.4M -$2.16M 8 2.9% Reduced
2763
IFC Advisors
IFC Advisors
California
$34.3M -$584K 5 6.28% Reduced
2764
Whitebark Investors
Whitebark Investors
Nevada
$34.3M $0 1 16.31% Maintained
2765
Trust Company of Kansas
Trust Company of Kansas
Kansas
$34.2M +$103K 6 16.4% Increased
2766
Kahn Brothers Group
Kahn Brothers Group
New York
$34.2M +$13.4M 3 6.44% Increased
2767
HCM
Hall Capital Management
Rhode Island
$34.2M -$349K 5 13.49% Reduced
2768
Richards, Merrill & Peterson
Richards, Merrill & Peterson
Washington
$34.2M -$38K 7 14.75% Reduced
2769
SP
Saranac Partners
$34.2M -$1.41M 7 6.19% Reduced
2770
SM
Scoggin Management
New York
$34.2M -$3.47M 3 5.35% Reduced
2771
LMG Wealth Partners
LMG Wealth Partners
Louisiana
$34.2M -$44.4K 6 6.35% Reduced
2772
Wisconsin Capital Management
Wisconsin Capital Management
Wisconsin
$34.1M -$640K 4 17.42% Reduced
2773
Shelter Mutual Insurance
Shelter Mutual Insurance
Missouri
$34.1M $0 2 7.65% Maintained
2774
Marshall & Sullivan
Marshall & Sullivan
Washington
$34.1M -$1.2M 4 15.81% Reduced
2775
Wells Trecaso Financial Group
Wells Trecaso Financial Group
Ohio
$34.1M -$21.3M 5 16.19% Reduced