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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
3326
Chesapeake Asset Management
Chesapeake Asset Management
New York
$11.9M -$1.5M 12 11.55% Reduced
3327
WAM
Westport Asset Management
Connecticut
$11.9M +$347K 7 7.02% Increased
3328
Private Ocean
Private Ocean
California
$11.9M -$1.26M 10 1.51% Reduced
3329
Beaumont Asset Management
Beaumont Asset Management
Texas
$11.9M -$661K 3 9.76% Reduced
3330
Evergreen Wealth Management
Evergreen Wealth Management
Michigan
$11.9M +$145K 4 9.39% Increased
3331
First Community Trust
First Community Trust
Iowa
$11.9M -$111K 9 13.57% Reduced
3332
Deepwater Asset Management
Deepwater Asset Management
Minnesota
$11.9M -$875K 2 5.45% Reduced
3333
CMT Capital Markets Trading
CMT Capital Markets Trading
Germany
$11.9M +$10.9M 4 0.15% Increased
3334
SWP
Semus Wealth Partners
Florida
$11.9M +$541K 4 11.05% Increased
3335
Eads & Heald Wealth Management
Eads & Heald Wealth Management
Georgia
$11.9M -$432K 6 6.22% Reduced
3336
Watchman Group
Watchman Group
Texas
$11.8M -$749K 4 5.03% Reduced
3337
Northcape Wealth Management
Northcape Wealth Management
New York
$11.8M -$578K 5 4.54% Reduced
3338
PBK
Peoples Bank (Kansas)
Kansas
$11.8M +$12.3M 8 10.12% New
3339
Builder Investment Group
Builder Investment Group
Georgia
$11.8M +$72.8K 4 4.64% Increased
3340
Versant Capital Management
Versant Capital Management
Arizona
$11.8M +$40K 23 3.76% Increased
3341
Peterson Wealth Services
Peterson Wealth Services
Utah
$11.8M +$326K 4 8.85% Increased
3342
Kolinsky Wealth Management
Kolinsky Wealth Management
New Jersey
$11.8M +$201K 6 11.74% Increased
3343
Somerset Group
Somerset Group
Minnesota
$11.8M -$994K 3 11.1% Reduced
3344
San Luis Wealth Advisors
San Luis Wealth Advisors
California
$11.8M -$11M 3 5.67% Reduced
3345
Truepoint Inc
Truepoint Inc
Ohio
$11.8M +$7.19M 6 0.38% Increased
3346
McGinn Penninger Investment Management
McGinn Penninger Investment Management
Virginia
$11.8M -$637K 1 9.26% Reduced
3347
Bluesphere Advisors
Bluesphere Advisors
Pennsylvania
$11.7M -$131K 5 8.45% Reduced
3348
Palumbo Wealth Management
Palumbo Wealth Management
New York
$11.7M +$2.08M 5 6.45% Increased
3349
Pacific Heights Asset Management
Pacific Heights Asset Management
California
$11.7M +$62.3K 1 1.11% Increased
3350
Cladis Investment Advisory
Cladis Investment Advisory
Montana
$11.7M +$412K 6 10.25% Increased