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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
1876
Hayek Kallen Investment Management
Hayek Kallen Investment Management
Alabama
$15.3M -$70.7K 4 10.06% Reduced
1877
MA
Marshwinds Advisory
Georgia
$15.3M -$967K 3 7.09% Reduced
1878
Hollow Brook Wealth Management
Hollow Brook Wealth Management
New York
$15.3M -$1.47M 2 11.22% Reduced
1879
New England Asset Management
New England Asset Management
Connecticut
$15.3M -$752K 5 0.32% Reduced
1880
IHT Wealth Management
IHT Wealth Management
Illinois
$15.3M +$5.28M 18 4.04% Increased
1881
MA
Menlo Advisors
California
$15.3M -$63.6K 3 11.04% Reduced
1882
SII Investments
SII Investments
Wisconsin
$15.2M -$21.2M 8 1.58% Reduced
1883
Capital City Trust
Capital City Trust
Florida
$15.2M -$458K 5 6.2% Reduced
1884
Adalta Capital Management
Adalta Capital Management
New York
$15.2M -$628K 4 11.55% Reduced
1885
Belpointe Asset Management
Belpointe Asset Management
Nevada
$15.1M -$628K 9 3.31% Reduced
1886
City Holding Co
City Holding Co
West Virginia
$15.1M +$821K 10 4.78% Increased
1887
HGC Investment Management
HGC Investment Management
Ontario, Canada
$15.1M +$1.78M 1 5.62% Increased
1888
Atlantic Union Bankshares
Atlantic Union Bankshares
Virginia
$15M -$3.76M 6 4.66% Reduced
1889
Haverford Financial Services
Haverford Financial Services
Pennsylvania
$15M +$235K 2 5.48% Increased
1890
Grassi Investment Management
Grassi Investment Management
California
$15M +$743K 8 2.43% Increased
1891
Winch Advisory Services
Winch Advisory Services
Wisconsin
$15M -$135K 8 9.01% Reduced
1892
Hutchinson Capital Management
Hutchinson Capital Management
California
$15M -$49.5K 2 3.88% Reduced
1893
L.J. Altfest & Co
L.J. Altfest & Co
New York
$14.9M -$510K 7 5.66% Reduced
1894
WBI Investments
WBI Investments
New Jersey
$14.9M -$14.4M 2 0.69% Reduced
1895
Congress Park Capital
Congress Park Capital
New York
$14.9M +$14.8M 7 15% New
1896
Physicians Financial Services
Physicians Financial Services
North Carolina
$14.9M -$21.8K 6 11.36% Reduced
1897
Colrain Capital
Colrain Capital
Massachusetts
$14.9M -$9.9M 4 12.3% Reduced
1898
ThornTree Capital Partners
ThornTree Capital Partners
Massachusetts
$14.9M -$10.2M 1 6.68% Reduced
1899
America First Investment Advisors
America First Investment Advisors
Nebraska
$14.8M +$91.7K 6 5.08% Increased
1900
Hudson Edge Investment Partners
Hudson Edge Investment Partners
New Jersey
$14.8M -$369K 2 2.05% Reduced