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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
Daily Journal Corp
Daily Journal Corp
California
$24.5M $0 1 10.17% Maintained
3152
Griffith & Werner
Griffith & Werner
Georgia
$24.5M +$5.13M 6 12.12% Increased
3153
Blackhawk Capital Partners
Blackhawk Capital Partners
Wisconsin
$24.4M -$263K 4 8.97% Reduced
3154
Wealth Alliance Advisory Group
Wealth Alliance Advisory Group
Kansas
$24.4M -$290K 6 3.87% Reduced
3155
GWM
GSB Wealth Management
Connecticut
$24.4M -$229K 6 5.51% Reduced
3156
Opal Capital
Opal Capital
Florida
$24.4M +$5.51M 6 4.32% Increased
3157
Integrated Quantitative Investments
Integrated Quantitative Investments
Washington
$24.3M +$248K 6 4.42% Increased
3158
Bank of Stockton
Bank of Stockton
California
$24.3M +$342K 6 7.51% Increased
3159
Kennedy Investment Group
Kennedy Investment Group
New Jersey
$24.3M +$177K 5 9.52% Increased
3160
Madrona Financial Services
Madrona Financial Services
Washington
$24.3M -$4.22M 5 5.32% Reduced
3161
SWP
Semus Wealth Partners
Florida
$24.3M +$2.54M 6 13.57% Increased
3162
Summit Securities Group
Summit Securities Group
New York
$24.3M +$7.15M 12 3% Increased
3163
Davidson Trust Company
Davidson Trust Company
Washington
$24.3M -$1.86M 6 10.47% Reduced
3164
Monetta Financial Services
Monetta Financial Services
Illinois
$24.3M +$576K 5 18.81% Increased
3165
Cohen Investment Advisors
Cohen Investment Advisors
New Hampshire
$24.2M -$44.2K 5 11.52% Reduced
3166
TrueWealth Financial Partners
TrueWealth Financial Partners
Washington
$24.2M +$26.5M 5 9.66% Increased
3167
Lantz Financial
Lantz Financial
Illinois
$24.2M -$161K 6 5.01% Reduced
3168
Torrey Growth & Income Advisors
Torrey Growth & Income Advisors
California
$24.2M +$154K 10 10.13% Increased
3169
SKBA Capital Management
SKBA Capital Management
California
$24.2M -$285K 3 3.32% Reduced
3170
SWS Partners
SWS Partners
Ohio
$24.2M -$712K 6 5.96% Reduced
3171
First Business Financial Services
First Business Financial Services
Wisconsin
$24.1M +$1.55M 6 2.14% Increased
3172
Intrinsic Value Partners
Intrinsic Value Partners
Arizona
$24.1M -$1.14M 4 18.56% Reduced
3173
BOK Financial Private Wealth
BOK Financial Private Wealth
Colorado
$24M -$1.65M 11 1.45% Reduced
3174
D'Orazio & Associates
D'Orazio & Associates
Virginia
$24M +$261K 7 3.11% Increased
3175
TAA
TB Alternative Assets
Cayman Islands
$24M -$82M 1 4.99% Reduced