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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
1776
Manchester Capital Management
Manchester Capital Management
Vermont
$70.8M -$7.2M 18 8.22% Reduced
1777
Brian C. Broderick
Brian C. Broderick
$70.8M +$1.83M 5 13.88% Increased
1778
Pennsylvania Capital Management
Pennsylvania Capital Management
Pennsylvania
$70.8M -$255K 7 24.27% Reduced
1779
Slow Capital
Slow Capital
California
$70.6M -$2.37M 7 10% Reduced
1780
UG Investment Advisers
UG Investment Advisers
Taiwan
$70.6M +$26.1M 2 27.63% Increased
1781
CWM
Cornerstone Wealth Management
Missouri
$70.3M +$1.1M 8 4.74% Increased
1782
Alight Capital Management
Alight Capital Management
New York
$70.2M +$6.46M 10 22.92% Increased
1783
Nations Financial Group
Nations Financial Group
Iowa
$70.2M -$13.1M 8 5.14% Reduced
1784
Cooper Financial Group
Cooper Financial Group
California
$70.1M +$4.97M 9 8.44% Increased
1785
Thompson Investment Management
Thompson Investment Management
Wisconsin
$70M -$2.87M 6 10.06% Reduced
1786
Willis Investment Counsel
Willis Investment Counsel
Georgia
$69.9M +$1.46M 4 4.59% Increased
1787
Farmers Trust Company
Farmers Trust Company
Ohio
$69.8M -$119K 9 13.03% Reduced
1788
Toth Financial Advisory
Toth Financial Advisory
Virginia
$69.6M +$1.44M 13 8.19% Increased
1789
Spirepoint Private Client
Spirepoint Private Client
Florida
$69.6M +$4.56M 6 8.72% Increased
1790
DSG Capital Advisors
DSG Capital Advisors
Minnesota
$69.6M +$68M 7 12.61% New
1791
Benchstone Capital Management
Benchstone Capital Management
New York
$69.6M +$64.7M 2 7.2% New
1792
Phraction Management
Phraction Management
Connecticut
$69.6M -$288K 5 24.39% Reduced
1793
ArchPoint Investors
ArchPoint Investors
Florida
$69.6M -$552K 4 22.85% Reduced
1794
Readystate Asset Management
Readystate Asset Management
Illinois
$69.5M +$11.9M 5 2.14% Increased
1795
SFMG Wealth Advisors
SFMG Wealth Advisors
Texas
$69.4M +$1.1M 6 5.47% Increased
1796
CM
Conifer Management
New York
$69.2M -$73.1M 1 8.93% Reduced
1797
Lincoln Capital
Lincoln Capital
Nebraska
$69.1M -$810K 6 14.52% Reduced
1798
City Holding Co
City Holding Co
West Virginia
$69M -$6.64M 12 9.78% Reduced
1799
Harbour Trust & Investment Management
Harbour Trust & Investment Management
Indiana
$69M +$1.64M 6 7.85% Increased
1800
PWW
Pettyjohn Wood & White
Virginia
$69M -$135K 6 12.64% Reduced