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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
1701
Americana Partners
Americana Partners
Texas
$51M -$1.71M 6 6.56% Reduced
1702
SWS
SYSTM Wealth Solutions
Illinois
$51M +$4.47M 8 6.91% Increased
1703
Perennial Advisors
Perennial Advisors
New York
$50.8M +$1.87M 5 12.94% Increased
1704
Stokes Family Office
Stokes Family Office
Louisiana
$50.7M +$695K 6 5.86% Increased
1705
Penobscot Investment Management
Penobscot Investment Management
Massachusetts
$50.7M +$27.5K 6 8.34% Increased
1706
Wallington Asset Management
Wallington Asset Management
Indiana
$50.6M +$571K 3 9.09% Increased
1707
CFM Wealth Partners
CFM Wealth Partners
Texas
$50.6M +$10.3M 7 12.28% Increased
1708
HughesLittle Investment Management
HughesLittle Investment Management
$50.5M -$6.75M 2 14.29% Reduced
1709
Toth Financial Advisory
Toth Financial Advisory
Virginia
$50.4M +$2.84M 14 7.29% Increased
1710
John G. Ullman & Associates
John G. Ullman & Associates
New York
$50.4M -$96.5K 7 7.77% Reduced
1711
Dubuque Bank & Trust
Dubuque Bank & Trust
Iowa
$50.3M -$532K 6 6.48% Reduced
1712
Verity & Verity
Verity & Verity
South Carolina
$50.3M +$1.39M 5 6.17% Increased
1713
Absher Wealth Management
Absher Wealth Management
North Carolina
$50.2M -$8.74M 4 8.31% Reduced
1714
ALAM
Asahi Life Asset Management
Japan
$50.2M -$7.47M 8 16.51% Reduced
1715
Phraction Management
Phraction Management
Connecticut
$50.1M +$184K 4 24.74% Increased
1716
Hilltop Holdings
Hilltop Holdings
Texas
$50M +$8.76M 8 6.08% Increased
1717
Venturi Wealth Management
Venturi Wealth Management
Texas
$49.9M +$656K 21 4.01% Increased
1718
East Coast Asset Management
East Coast Asset Management
Massachusetts
$49.9M -$8.15M 5 22.32% Reduced
1719
Buckley Wealth Management
Buckley Wealth Management
Nevada
$49.8M -$4.69M 5 16.93% Reduced
1720
JCI
Jet Capital Investors
New York
$49.7M +$2.73M 1 9.59% Increased
1721
Arcadia Investment Management
Arcadia Investment Management
Michigan
$49.7M +$757K 9 10.07% Increased
1722
Synergy Asset Management
Synergy Asset Management
Washington
$49.6M -$8.68M 3 12.28% Reduced
1723
Pacifica Capital Investments
Pacifica Capital Investments
Texas
$49.6M +$50.7K 2 15.26% Increased
1724
Cypress Capital Group
Cypress Capital Group
Florida
$49.5M -$265K 7 7.16% Reduced
1725
Mount Yale Investment Advisors
Mount Yale Investment Advisors
Colorado
$49.5M -$7.72M 8 5.24% Reduced