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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
1901
American National Registered Investment Advisor
American National Registered Investment Advisor
Texas
$35.6M +$988K 9 13.78% Increased
1902
Texas Yale Capital Corp
Texas Yale Capital Corp
Florida
$35.4M -$2.42M 7 2.23% Reduced
1903
John G. Ullman & Associates
John G. Ullman & Associates
New York
$35.4M +$1.23M 5 4.75% Increased
1904
Nixon Peabody Trust
Nixon Peabody Trust
Massachusetts
$35.4M -$147K 4 14.34% Reduced
1905
PI
Pennant Investors
New Jersey
$35.3M -$4.59M 3 9.74% Reduced
1906
Financial Architects (New Jersey)
Financial Architects (New Jersey)
New Jersey
$35.2M +$16M 10 5.52% Increased
1907
MCI
McDonald Capital Investors
California
$35.1M -$328K 1 2.8% Reduced
1908
Bedell Frazier Investment Counselling
Bedell Frazier Investment Counselling
California
$35.1M +$3.9M 5 9.92% Increased
1909
Arjuna Capital
Arjuna Capital
North Carolina
$35.1M +$337K 5 17.25% Increased
1910
PWW
Pettyjohn Wood & White
Virginia
$34.9M -$152K 6 8.29% Reduced
1911
Avior Wealth Management
Avior Wealth Management
Nebraska
$34.9M -$88.6K 16 3.73% Reduced
1912
Jeneq Management
Jeneq Management
New York
$34.9M -$47.6M 1 8.16% Reduced
1913
Centaurus Financial
Centaurus Financial
California
$34.9M -$1.71M 12 3.44% Reduced
1914
Stokes Family Office
Stokes Family Office
Louisiana
$34.9M +$253K 7 5.42% Increased
1915
KLCM Advisors
KLCM Advisors
Wisconsin
$34.9M +$1.19M 6 7.91% Increased
1916
Oxler Private Wealth
Oxler Private Wealth
New York
$34.8M +$1.49M 7 17.62% Increased
1917
Dividend Assets Capital
Dividend Assets Capital
South Carolina
$34.8M -$489K 9 6.61% Reduced
1918
GWSG
GPS Wealth Strategies Group
Colorado
$34.7M +$513K 14 10.24% Increased
1919
Hourglass Capital
Hourglass Capital
Texas
$34.7M +$1.81M 7 8.76% Increased
1920
Cota Capital Management
Cota Capital Management
California
$34.7M +$4.62M 1 7.63% Increased
1921
Condor Capital Management
Condor Capital Management
New Jersey
$34.7M +$513K 6 4.12% Increased
1922
Draper Asset Management
Draper Asset Management
New York
$34.7M +$1.37M 7 37.35% Increased
1923
Herald Investment Management
Herald Investment Management
United Kingdom
$34.6M -$732K 9 6.02% Reduced
1924
Avory & Company
Avory & Company
Florida
$34.6M +$11.9M 2 19.92% Increased
1925
PM Capital
PM Capital
Australia
$34.6M +$350K 1 6.31% Increased