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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
1851
Johnson Financial Group Inc (Wisconsin)
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$28.6M +$40.6K 8 3.07% Increased
1852
Sphera Funds Management
Sphera Funds Management
Israel
$28.6M -$4.47M 2 2.69% Reduced
1853
PWW
Pettyjohn Wood & White
Virginia
$28.6M -$533K 6 9.14% Reduced
1854
Institute for Wealth Management
Institute for Wealth Management
Colorado
$28.5M +$1.57M 8 6.99% Increased
1855
Herald Investment Management
Herald Investment Management
United Kingdom
$28.5M -$758K 9 6.66% Reduced
1856
Altavista Wealth Management
Altavista Wealth Management
North Carolina
$28.5M -$1.25M 6 8.24% Reduced
1857
PT
Plimoth Trust
Massachusetts
$28.4M +$3.73M 7 10.11% Increased
1858
Toronado Partners
Toronado Partners
California
$28.4M -$38.4M 1 7.42% Reduced
1859
Arden Trust
Arden Trust
Delaware
$28.4M -$2.87M 11 5.22% Reduced
1860
Toth Financial Advisory
Toth Financial Advisory
Virginia
$28.4M -$1.2M 10 6.15% Reduced
1861
Circle Wealth Management
Circle Wealth Management
New Jersey
$28.4M +$3.63M 8 4.97% Increased
1862
Condor Capital Management
Condor Capital Management
New Jersey
$28.4M +$223K 7 4.38% Increased
1863
TAM
Tradition Asset Management
Virginia
$28.4M -$2.4M 9 8.11% Reduced
1864
Dillon & Associates
Dillon & Associates
Michigan
$28.4M -$32.4K 4 7.68% Reduced
1865
BW Gestao de Investimentos
BW Gestao de Investimentos
Brazil
$28.4M -$8.58M 4 6.76% Reduced
1866
Vishria Bird Financial Group
Vishria Bird Financial Group
Tennessee
$28.3M -$404K 5 22.16% Reduced
1867
PS
Portfolio Strategies
New York
$28.3M +$18.1M 5 10.01% Increased
1868
Sitrin Capital Management
Sitrin Capital Management
California
$28.2M -$6.52M 5 16.83% Reduced
1869
Selective Wealth Management
Selective Wealth Management
Virginia
$28.2M +$6.45M 8 23.39% Increased
1870
10-15 Associates
10-15 Associates
New York
$28.2M -$24.2K 4 5.69% Reduced
1871
Silicon Valley Capital Partners
Silicon Valley Capital Partners
California
$28.2M +$450K 3 8.77% Increased
1872
SWK
Stephen W. Kidder
$28.2M -$288K 4 10.73% Reduced
1873
West Branch Capital
West Branch Capital
Massachusetts
$28.1M +$1.88M 5 19.81% Increased
1874
Greenlea Lane Capital Management
Greenlea Lane Capital Management
Connecticut
$28.1M -$27.6M 1 13.43% Reduced
1875
Sound View Wealth Advisors Group
Sound View Wealth Advisors Group
Georgia
$28.1M +$3.04M 8 7.92% Increased