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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
Legacy Private Trust
Legacy Private Trust
Wisconsin
$17.3M -$804K 5 2.06% Reduced
1877
SCP
Steamboat Capital Partners
New York
$17.3M +$315K 2 9.2% Increased
1878
Avior Wealth Management
Avior Wealth Management
Nebraska
$17.3M -$767K 11 3.89% Reduced
1879
BTNA
Bremer Trust National Association
Minnesota
$17.3M +$6.35M 8 4.76% Increased
1880
WC
Westwind Capital
New Mexico
$17.2M +$433K 4 13.09% Increased
1881
Blue Chip Partners
Blue Chip Partners
Michigan
$17.2M -$5.4M 4 4.56% Reduced
1882
LMR Partners
LMR Partners
United Kingdom
$17.2M -$41.9M 8 0.89% Reduced
1883
PFS
Physicians Financial Services
North Carolina
$17.2M +$168K 7 12.86% Increased
1884
LPC
Loeb Partners Corp
New York
$17.1M +$8.64M 4 4.33% Increased
1885
SSM
Sutton Square Management
New York
$17.1M -$6.14M 2 8.9% Reduced
1886
Pegasus Partners
Pegasus Partners
Wisconsin
$17.1M +$587K 8 3.94% Increased
1887
VBFG
Vishria Bird Financial Group
Tennessee
$17M +$16.1M 4 15.76% New
1888
Lockheed Martin Investment Management
Lockheed Martin Investment Management
Maryland
$17M -$17.7M 3 0.8% Reduced
1889
CMH Wealth Management
CMH Wealth Management
New Hampshire
$17M +$2.29M 4 9.71% Increased
1890
OIM
Orca Investment Management
Oregon
$17M +$1.01M 7 18.12% Increased
1891
KCP
Kenmare Capital Partners
New York
$17M +$108K 1 19.57% Increased
1892
HW
Hedeker Wealth
Illinois
$16.9M +$33.9K 5 13.01% Increased
1893
ACM
Adalta Capital Management
New York
$16.9M -$115K 5 11.96% Reduced
1894
CBNLCF
Cognios Beta Neutral Large Cap Fund
Kansas
$16.9M +$16.5M 7 5.9% New
1895
CC
Cognios Capital
Kansas
$16.9M +$913K 7 5.9% Increased
1896
MA
Menlo Advisors
California
$16.8M $0 3 12.39% Maintained
1897
PSC
Prentiss Smith & Co
Vermont
$16.8M +$305K 11 10.17% Increased
1898
WBC
West Branch Capital
Massachusetts
$16.8M +$3.44M 6 13.23% Increased
1899
CCT
Capital City Trust
Florida
$16.8M -$195K 5 7.17% Reduced
1900
Crosslink Capital
Crosslink Capital
California
$16.8M -$35.6M 2 4.2% Reduced