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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
3151
Wealth Management Partners
Wealth Management Partners
Arizona
$10.1M -$1.72M 5 8.88% Reduced
3152
Geneva Capital Management
Geneva Capital Management
Wisconsin
$10.1M -$291K 3 0.23% Reduced
3153
LWM Advisory Services
LWM Advisory Services
Florida
$10.1M +$572K 6 11.43% Increased
3154
Prosperity Consulting Group
Prosperity Consulting Group
Maryland
$10.1M +$113K 5 8.27% Increased
3155
Beddow Capital Management
Beddow Capital Management
Wyoming
$10.1M +$80.8K 3 6.09% Increased
3156
BCWM LLC
BCWM LLC
Kansas
$10M +$103K 2 3.65% Increased
3157
Baystate Wealth Management
Baystate Wealth Management
Massachusetts
$10M -$15.4K 17 1.03% Reduced
3158
Davidson Trust Company
Davidson Trust Company
Washington
$10M +$236K 6 9.64% Increased
3159
Peddock Capital Advisors
Peddock Capital Advisors
Massachusetts
$10M +$325K 6 4.12% Increased
3160
Absoluto Partners Gestao de Recursos
Absoluto Partners Gestao de Recursos
Brazil
$10M -$2.38M 4 4.07% Reduced
3161
Miller Investment Management
Miller Investment Management
Pennsylvania
$10M -$57K 4 2.09% Reduced
3162
Somerset Group
Somerset Group
Minnesota
$10M +$1.24M 3 9.15% Increased
3163
Martin Investment Management
Martin Investment Management
Florida
$10M -$68.5K 4 3.5% Reduced
3164
Craft Ventures GP II
Craft Ventures GP II
California
$10M +$8.92M 1 41.42% New
3165
MFC
Mechanics Financial Corp
Ohio
$10M -$134K 8 6.51% Reduced
3166
Security National Bank of Sioux City Iowa
Security National Bank of Sioux City Iowa
Iowa
$10M +$442K 5 8.87% Increased
3167
First Command Bank
First Command Bank
Texas
$10M +$277K 10 1.45% Increased
3168
First Command Financial Services
First Command Financial Services
Texas
$10M +$277K 10 1.45% Increased
3169
Linden Advisors
Linden Advisors
New York
$10M $0 2 0.09% Maintained
3170
Norway Savings Bank
Norway Savings Bank
Maine
$9.9M +$553K 7 5.42% Increased
3171
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$9.9M -$521K 5 16.84% Reduced
3172
American Trust Investment Advisors
American Trust Investment Advisors
New Hampshire
$9.9M -$57K 4 6.37% Reduced
3173
Main Street Research
Main Street Research
Connecticut
$9.9M +$2.64M 5 2.19% Increased
3174
Oak Asset Management
Oak Asset Management
California
$9.9M +$10.3M 7 4.81% Increased
3175
Blackhawk Capital Partners
Blackhawk Capital Partners
Wisconsin
$9.9M -$834K 3 8.18% Reduced