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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
Cubic Asset Management
Cubic Asset Management
Massachusetts
$40.9M -$179K 6 10.13% Reduced
1877
Constitution Capital
Constitution Capital
Connecticut
$40.9M -$7.85M 4 24.55% Reduced
1878
LWANC
Laurel Wealth Advisors (North Carolina)
North Carolina
$40.9M -$3.48M 11 9.03% Reduced
1879
Ramsay Stattman Vela & Price
Ramsay Stattman Vela & Price
Colorado
$40.8M -$56.6K 4 10.18% Reduced
1880
WESPAC Advisors SoCal
WESPAC Advisors SoCal
California
$40.8M +$446K 3 13.32% Increased
1881
MKC
M. Kraus & Co
Vermont
$40.6M +$1.05M 4 14.47% Increased
1882
Oxler Private Wealth
Oxler Private Wealth
New York
$40.6M -$1.9M 7 17.9% Reduced
1883
TLW Wealth Management
TLW Wealth Management
Florida
$40.6M +$1.71M 3 22.19% Increased
1884
Bruderman Asset Management
Bruderman Asset Management
New York
$40.5M +$994K 5 10.18% Increased
1885
Clear Harbor Asset Management
Clear Harbor Asset Management
Connecticut
$40.3M -$88.1K 8 0.75% Reduced
1886
Institute for Wealth Management
Institute for Wealth Management
Colorado
$40.3M +$156K 8 7.07% Increased
1887
Farmers Trust Company
Farmers Trust Company
Ohio
$40.3M -$1.46M 6 8.96% Reduced
1888
AlphaStar Capital Management
AlphaStar Capital Management
North Carolina
$40.2M +$31M 10 2.74% Increased
1889
Sturgeon Ventures
Sturgeon Ventures
United Kingdom
$40.2M +$3.97M 4 19.39% Increased
1890
Arkadios Wealth Advisors
Arkadios Wealth Advisors
Georgia
$40.1M -$6.08M 25 5.79% Reduced
1891
Anomaly Capital Management
Anomaly Capital Management
New York
$40M -$9.03M 1 2.57% Reduced
1892
Eudaimonia Partners
Eudaimonia Partners
Tennessee
$39.9M +$1.01M 8 7.2% Increased
1893
Laidlaw Wealth Management
Laidlaw Wealth Management
New York
$39.9M +$859K 7 10.23% Increased
1894
Managed Asset Portfolios
Managed Asset Portfolios
Michigan
$39.8M -$919K 1 6.06% Reduced
1895
Capital Planning Advisors
Capital Planning Advisors
California
$39.8M +$230K 6 8.26% Increased
1896
1WCM
12 West Capital Management
New York
$39.8M $0 1 1.81% Maintained
1897
Peninsula Wealth
Peninsula Wealth
California
$39.8M +$1.85M 2 12.63% Increased
1898
NG
Northstar Group
New York
$39.7M +$317K 6 10.33% Increased
1899
Condor Capital Management
Condor Capital Management
New Jersey
$39.7M -$38.7K 6 4.22% Reduced
1900
Sowell Financial Services
Sowell Financial Services
Arkansas
$39.6M -$4.94M 4 2.67% Reduced