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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
3451
First County Bank
First County Bank
Connecticut
$15.5M +$1.72M 6 8.59% Increased
3452
NFP Retirement Inc
NFP Retirement Inc
California
$15.5M +$179K 6 1.23% Increased
3453
Family Capital Management
Family Capital Management
Michigan
$15.5M +$290K 4 9.58% Increased
3454
Slagle Financial
Slagle Financial
Illinois
$15.5M +$226K 4 6.89% Increased
3455
Spahn Wealth & Retirement
Spahn Wealth & Retirement
Arizona
$15.5M +$559K 3 11.38% Increased
3456
Tikehau Investment Management
Tikehau Investment Management
France
$15.5M -$8.93M 3 23.94% Reduced
3457
Gilbert & Cook
Gilbert & Cook
Iowa
$15.5M -$1.89M 4 2.25% Reduced
3458
NEWAS
N.E.W. Advisory Services
Wisconsin
$15.5M +$2.75M 14 1.18% Increased
3459
Orser Capital Management
Orser Capital Management
Texas
$15.5M +$11.5K 4 11.36% Increased
3460
Kensington Investment Counsel
Kensington Investment Counsel
California
$15.5M -$208K 4 6.87% Reduced
3461
OTL
Oak Thistle LLC
New York
$15.5M +$9.49M 9 3.11% Increased
3462
Asset Planning Inc
Asset Planning Inc
California
$15.5M -$241K 6 12.13% Reduced
3463
Traphagen Investment Advisors
Traphagen Investment Advisors
New Jersey
$15.4M +$798K 7 1.61% Increased
3464
BCM
Bayesian Capital Management
New York
$15.4M -$25M 9 2.55% Reduced
3465
Deuterium Capital Management
Deuterium Capital Management
Florida
$15.4M +$9.9M 2 34.36% Increased
3466
Consilium Wealth Advisory
Consilium Wealth Advisory
Texas
$15.4M -$692K 5 7.73% Reduced
3467
WAM
Westport Asset Management
Connecticut
$15.4M $0 6 7.46% Maintained
3468
CIA
Cape Investment Advisory
Georgia
$15.4M -$395K 13 6.13% Reduced
3469
BV
Boxwood Ventures
Illinois
$15.4M $0 3 21.95% Maintained
3470
IP
Investment Partners
Ohio
$15.3M +$380K 6 6.36% Increased
3471
Foresight Capital Management Advisors
Foresight Capital Management Advisors
Michigan
$15.3M +$40.1K 4 9.52% Increased
3472
AGUR Provident & Training Funds Management
AGUR Provident & Training Funds Management
Israel
$15.3M $0 3 6.13% Maintained
3473
Park Place Capital
Park Place Capital
Alabama
$15.3M -$359K 14 4.15% Reduced
3474
Ranmore Fund Management
Ranmore Fund Management
United Kingdom
$15.3M +$14.3M 1 9.15% Increased
3475
Centurion Wealth Management
Centurion Wealth Management
Virginia
$15.3M $0 7 4.78% Maintained