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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
4001
Canandaigua National Trust of Florida
Canandaigua National Trust of Florida
New York
$12.7M +$2.39M 6 9.91% Increased
4002
Woodward Diversified Capital
Woodward Diversified Capital
California
$12.7M -$2.8M 9 9.33% Reduced
4003
Advent International
Advent International
Massachusetts
$12.7M +$5.22M 1 0.3% Increased
4004
Richard W. Paul & Associates
Richard W. Paul & Associates
Michigan
$12.7M -$15.5K 8 4.62% Reduced
4005
Weybosset Research & Management
Weybosset Research & Management
Rhode Island
$12.7M -$121K 4 4.31% Reduced
4006
Evexia Wealth
Evexia Wealth
Wisconsin
$12.7M +$67.7K 1 4.29% Increased
4007
Bardin Hill Management Partners
Bardin Hill Management Partners
New York
$12.7M -$2.37M 1 6.02% Reduced
4008
BlackDiamond Wealth Management
BlackDiamond Wealth Management
New York
$12.7M +$110K 5 7.31% Increased
4009
Tealwood Asset Management
Tealwood Asset Management
Minnesota
$12.6M +$3.39M 8 5.23% Increased
4010
Peninsula Asset Management
Peninsula Asset Management
Florida
$12.6M -$153K 2 6.71% Reduced
4011
AC
ASB Consultores
Florida
$12.6M -$185K 7 5.26% Reduced
4012
OF
Outfitter Financial
Maine
$12.6M +$291K 7 10.1% Increased
4013
MSH Capital Advisors
MSH Capital Advisors
Arizona
$12.6M -$81.6K 5 3.97% Reduced
4014
CWMGP
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$12.6M +$2.58M 3 6.76% Increased
4015
Ariadne Wealth Management
Ariadne Wealth Management
California
$12.6M +$1.07M 10 5.77% Increased
4016
PAS
PKS Advisory Services
New York
$12.6M +$12.1M 6 3.15% New
4017
First National Bank Sioux Falls
First National Bank Sioux Falls
South Dakota
$12.6M +$3.95M 6 5.37% Increased
4018
Horizon Wealth Management
Horizon Wealth Management
Illinois
$12.6M +$436K 6 2.19% Increased
4019
Eagle Bay Advisors
Eagle Bay Advisors
New York
$12.6M -$2.34M 10 7.91% Reduced
4020
Waypoint Wealth Counsel
Waypoint Wealth Counsel
Georgia
$12.6M +$206K 5 8.2% Increased
4021
Trueblood Wealth Management
Trueblood Wealth Management
Ohio
$12.6M +$904K 7 6.2% Increased
4022
Mason & Associates (California)
Mason & Associates (California)
California
$12.6M +$36.5K 6 2.96% Increased
4023
Brass Tax Wealth Management
Brass Tax Wealth Management
Ohio
$12.6M +$2.59K 7 2.64% Increased
4024
Morgens Waterfall Vintiadis & Co
Morgens Waterfall Vintiadis & Co
New York
$12.6M $0 2 9.59% Maintained
4025
S.A. Mason
S.A. Mason
Michigan
$12.5M +$192K 7 6.59% Increased