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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
1576
Birinyi Associates
Birinyi Associates
Connecticut
$109M -$2.07M 6 27.22% Reduced
1577
WealthPlan Investment Management
WealthPlan Investment Management
Nebraska
$109M +$15.8M 6 6.92% Increased
1578
Sand Hill Global Advisors
Sand Hill Global Advisors
California
$109M -$558K 7 3.79% Reduced
1579
Norden Group
Norden Group
Utah
$109M +$1.1M 11 10.63% Increased
1580
Auxano Advisors
Auxano Advisors
Washington
$109M -$2.57M 6 21.43% Reduced
1581
CCM
Cohen Capital Management
California
$108M -$192K 7 16.34% Reduced
1582
WoodTrust Financial
WoodTrust Financial
Wisconsin
$108M +$363K 9 12.65% Increased
1583
Mirador Capital Partners
Mirador Capital Partners
California
$108M +$2.96M 8 14.85% Increased
1584
Progressive Investment Management
Progressive Investment Management
Oregon
$108M -$886K 6 25.92% Reduced
1585
Bensler
Bensler
Washington
$108M +$1.29M 5 10.84% Increased
1586
TAA
TB Alternative Assets
Cayman Islands
$108M +$14.5M 2 17.72% Increased
1587
Trust Asset Management
Trust Asset Management
Texas
$108M -$3.92M 7 7.36% Reduced
1588
Diversify Wealth Management
Diversify Wealth Management
Utah
$108M +$5.12M 12 5.02% Increased
1589
Foster & Motley
Foster & Motley
Ohio
$108M -$2.97M 8 5.74% Reduced
1590
CastleKnight Management
CastleKnight Management
New York
$108M -$6.62M 13 2.38% Reduced
1591
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors
Missouri
$107M +$3.34M 8 2.03% Increased
1592
CSNH
Crow's Nest Holdings
Virginia
$107M -$13.6M 2 24.43% Reduced
1593
Alphadyne Asset Management
Alphadyne Asset Management
New York
$107M +$106M 11 2.5% Increased
1594
BI
BBFIT Investments
$107M +$119M 1 10.65% New
1595
Spirepoint Private Client
Spirepoint Private Client
Florida
$106M +$7.4M 9 10.18% Increased
1596
River Wealth Advisors
River Wealth Advisors
Pennsylvania
$106M -$579K 5 11.92% Reduced
1597
Nishkama Capital LLC
Nishkama Capital LLC
Puerto Rico
$106M -$95.5M 3 4.24% Reduced
1598
Prosperity Consulting Group
Prosperity Consulting Group
Maryland
$106M +$4.65M 6 4.75% Increased
1599
Bourne Lent Asset Management
Bourne Lent Asset Management
New York
$105M -$4.45M 5 34.99% Reduced
1600
Solidarity Wealth
Solidarity Wealth
Utah
$105M +$12.6M 4 21.57% Increased