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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
3351
AFS
Aft Forsyth & Sober
Florida
$25.5M $0 4 7.73% Maintained
3352
Campbell & Co Investment Adviser
Campbell & Co Investment Adviser
Maryland
$25.5M -$822K 11 1.22% Reduced
3353
Westend Capital Management
Westend Capital Management
California
$25.5M -$37M 6 7.15% Reduced
3354
Heathbridge Capital Management
Heathbridge Capital Management
Ontario, Canada
$25.4M -$4.43M 2 9.72% Reduced
3355
Twin Peaks Wealth Advisors
Twin Peaks Wealth Advisors
California
$25.4M +$3.23M 11 7.41% Increased
3356
Compass Ion Advisors
Compass Ion Advisors
Pennsylvania
$25.4M -$1.02M 6 2.42% Reduced
3357
Core Wealth Partners
Core Wealth Partners
California
$25.4M +$228K 8 11.44% Increased
3358
SWP
Semus Wealth Partners
Florida
$25.4M +$1.46M 6 13.66% Increased
3359
Dymon Asia Capital (Singapore)
Dymon Asia Capital (Singapore)
Singapore
$25.4M +$11.8M 4 2.46% Increased
3360
PWAM
Pinnacle West Asset Management
Wyoming
$25.3M -$405K 6 16.47% Reduced
3361
Mark Sheptoff Financial Planning
Mark Sheptoff Financial Planning
Connecticut
$25.3M -$140K 10 12.07% Reduced
3362
American Trust Investment Advisors
American Trust Investment Advisors
New Hampshire
$25.3M +$175K 5 13.54% Increased
3363
Riggs Asset Management
Riggs Asset Management
Pennsylvania
$25.3M -$2.51M 6 5.11% Reduced
3364
Nutshell Asset Management
Nutshell Asset Management
United Kingdom
$25.3M +$748K 2 9.03% Increased
3365
Piscataqua Savings Bank
Piscataqua Savings Bank
New Hampshire
$25.3M +$906K 7 17.76% Increased
3366
Peddock Capital Advisors
Peddock Capital Advisors
Massachusetts
$25.3M -$345K 6 5.3% Reduced
3367
Inman Jager Wealth Management
Inman Jager Wealth Management
Mississippi
$25.3M -$633K 4 15.48% Reduced
3368
Charles Schwab Trust
Charles Schwab Trust
Nevada
$25.3M -$746K 6 1.66% Reduced
3369
Cooper Capital Advisors
Cooper Capital Advisors
California
$25.2M +$100K 6 15.89% Increased
3370
QTR Family Wealth
QTR Family Wealth
Florida
$25.2M +$629K 8 11.11% Increased
3371
Evergreen Private Wealth
Evergreen Private Wealth
Colorado
$25.2M -$3.99M 4 9.95% Reduced
3372
BCS Private Wealth Management
BCS Private Wealth Management
New Jersey
$25.2M -$236K 5 8.61% Reduced
3373
Bienville Capital Management
Bienville Capital Management
New York
$25.2M -$10.5M 4 4% Reduced
3374
AIC
AWM Investment Company
New York
$25.2M -$5.02M 3 2.43% Reduced
3375
Watchman Group
Watchman Group
Texas
$25.1M -$672K 4 6% Reduced