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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
Centaurus Financial
Centaurus Financial
California
$52.6M +$6.28M 12 3.68% Increased
1877
American National Bank & Trust (Virginia)
American National Bank & Trust (Virginia)
Virginia
$52.6M +$50M 4 12.42% New
1878
Analyst IMS Investment Management Services
Analyst IMS Investment Management Services
Israel
$52.5M +$930K 7 2.29% Increased
1879
Naples Global Advisors
Naples Global Advisors
Florida
$52.5M -$356K 7 5.37% Reduced
1880
KWMG
King Wealth Management Group
Florida
$52.5M +$1.16M 7 9.2% Increased
1881
GDS Wealth Management
GDS Wealth Management
Texas
$52.4M +$2.49M 6 6.14% Increased
1882
New Hampshire Trust
New Hampshire Trust
New Hampshire
$52.4M -$2.74M 5 12.24% Reduced
1883
Institute for Wealth Management
Institute for Wealth Management
Colorado
$52.2M +$109K 9 6.73% Increased
1884
First National Advisers
First National Advisers
Nebraska
$52.2M +$9.11M 5 11.68% Increased
1885
Stokes Family Office
Stokes Family Office
Louisiana
$52.2M +$1.43M 6 6.52% Increased
1886
GAMMA Investing
GAMMA Investing
California
$52.2M +$8.69M 27 10.62% Increased
1887
Greatmark Investment Partners
Greatmark Investment Partners
Georgia
$52.1M -$1.06M 6 7.41% Reduced
1888
Blue Trust Inc
Blue Trust Inc
Georgia
$52M +$1.35M 23 0.73% Increased
1889
Wright Investors Service
Wright Investors Service
Connecticut
$52M -$3.74M 6 13.19% Reduced
1890
Smithbridge Asset Management
Smithbridge Asset Management
Pennsylvania
$52M -$1.99M 6 10.74% Reduced
1891
Bright Rock Capital Management
Bright Rock Capital Management
Massachusetts
$51.9M $0 2 10.76% Maintained
1892
Cornerstone Advisory
Cornerstone Advisory
Maryland
$51.9M -$995K 9 7.4% Reduced
1893
Concord Investment Counsel
Concord Investment Counsel
California
$51.9M +$49M 5 18.74% New
1894
Hedeker Wealth
Hedeker Wealth
Illinois
$51.9M -$69.2K 5 14.94% Reduced
1895
LFCM
Long Focus Capital Management
Puerto Rico
$51.8M +$6.01M 2 2.65% Increased
1896
Aspiriant LLC
Aspiriant LLC
California
$51.7M -$105K 9 2.14% Reduced
1897
Financial Engines Advisors
Financial Engines Advisors
California
$51.6M +$784K 6 0.12% Increased
1898
Optas LLC
Optas LLC
Texas
$51.6M -$213K 6 14.09% Reduced
1899
Blue Grotto Capital
Blue Grotto Capital
Georgia
$51.5M -$1.88M 2 10.46% Reduced
1900
XML Financial
XML Financial
Maryland
$51.5M -$4.45M 6 5.27% Reduced