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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
PAM
Premier Asset Management
Illinois
$43.1M -$20.8M 7 13.42% Reduced
1877
PWW
Pettyjohn Wood & White
Virginia
$43M +$522K 6 9.2% Increased
1878
Constitution Capital
Constitution Capital
Connecticut
$43M -$7.95M 4 23.57% Reduced
1879
Apriem Advisors
Apriem Advisors
California
$43M +$523K 5 6.31% Increased
1880
Duncker Streett & Co
Duncker Streett & Co
Missouri
$42.9M -$1.82M 11 8.53% Reduced
1881
Vicus Capital
Vicus Capital
Pennsylvania
$42.9M +$2.84M 7 4.3% Increased
1882
Brian C. Broderick
Brian C. Broderick
$42.8M +$1.6M 4 10.94% Increased
1883
Intact Investment Management
Intact Investment Management
Quebec, Canada
$42.8M -$5.61M 6 1.09% Reduced
1884
Premier Fund Managers
Premier Fund Managers
United Kingdom
$42.8M +$2.03M 2 1.5% Increased
1885
Laidlaw Wealth Management
Laidlaw Wealth Management
New York
$42.8M -$659K 8 7.15% Reduced
1886
Summit Financial
Summit Financial
New Jersey
$42.8M +$4.73M 7 3.34% Increased
1887
Atwood & Palmer
Atwood & Palmer
Missouri
$42.6M -$237K 10 3.67% Reduced
1888
TLW Wealth Management
TLW Wealth Management
Florida
$42.5M +$45.6K 3 24.91% Increased
1889
Avidian Wealth Enterprises
Avidian Wealth Enterprises
Texas
$42.5M +$19.5K 8 2.6% Increased
1890
Winch Advisory Services
Winch Advisory Services
Wisconsin
$42.4M -$1.63M 15 14.75% Reduced
1891
Resonate Capital
Resonate Capital
California
$42.3M +$2.96M 5 37.63% Increased
1892
Mather Group
Mather Group
Illinois
$42.3M +$10.2M 7 0.84% Increased
1893
Clear Harbor Asset Management
Clear Harbor Asset Management
Connecticut
$42.2M -$366K 9 4.8% Reduced
1894
Capital Planning Advisors
Capital Planning Advisors
California
$42.2M +$98.6K 6 9.03% Increased
1895
Marietta Wealth Management
Marietta Wealth Management
Georgia
$42.2M +$8.14M 4 8.83% Increased
1896
LWANC
Laurel Wealth Advisors (North Carolina)
North Carolina
$42.1M -$723K 15 8.85% Reduced
1897
Walleye Capital
Walleye Capital
New York
$42.1M +$7.39M 17 1.13% Increased
1898
CoreView Capital Management
CoreView Capital Management
Hong Kong
$42M +$44.5M 1 8.36% New
1899
Stewart & Patten Company
Stewart & Patten Company
California
$42M -$1.6M 6 6.75% Reduced
1900
Harbor Capital Advisors
Harbor Capital Advisors
Illinois
$42M +$2.32M 10 19.8% Increased