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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
CMG
Cavalry Management Group
California
$45.8M -$10.5M 1 5.2% Reduced
1902
Cubic Asset Management
Cubic Asset Management
Massachusetts
$45.7M -$137K 6 10.36% Reduced
1903
GM Advisory Group
GM Advisory Group
New York
$45.7M -$1.93M 8 4.07% Reduced
1904
West Branch Capital
West Branch Capital
Massachusetts
$45.7M +$934K 15 19.45% Increased
1905
Riverstone Advisors
Riverstone Advisors
Texas
$45.7M +$5.91M 4 20.11% Increased
1906
Legacy Private Trust
Legacy Private Trust
Wisconsin
$45.6M +$2.55M 5 3.42% Increased
1907
Cota Capital Management
Cota Capital Management
California
$45.6M +$7.3M 1 7.81% Increased
1908
Bremer Bank National Association
Bremer Bank National Association
Minnesota
$45.6M -$6.61M 7 7.54% Reduced
1909
Clear Harbor Asset Management
Clear Harbor Asset Management
Connecticut
$45.5M +$1.25M 9 4.94% Increased
1910
Foster Victor Wealth Advisors
Foster Victor Wealth Advisors
South Carolina
$45.5M +$4.14M 5 6.19% Increased
1911
Meristem Family Wealth
Meristem Family Wealth
Minnesota
$45.4M -$2.75M 7 3.89% Reduced
1912
LWANC
Laurel Wealth Advisors (North Carolina)
North Carolina
$45.4M -$30.6K 14 9.31% Reduced
1913
TFS
Thoroughbred Financial Services
Tennessee
$45.4M +$1.98M 9 9.51% Increased
1914
Institute for Wealth Management
Institute for Wealth Management
Colorado
$45.3M +$1.8M 11 7.38% Increased
1915
Canvas Wealth Advisors
Canvas Wealth Advisors
Kansas
$45.3M -$478K 7 16.29% Reduced
1916
PWW
Pettyjohn Wood & White
Virginia
$45.2M -$682K 6 9.32% Reduced
1917
Advisor Resource Council
Advisor Resource Council
Texas
$45.2M +$33.1M 8 3.51% Increased
1918
Roberts, Glore & Co
Roberts, Glore & Co
Illinois
$45M -$601K 7 11.84% Reduced
1919
Minot Wealth Management
Minot Wealth Management
Massachusetts
$45M -$251K 8 8.67% Reduced
1920
Harbor Capital Advisors
Harbor Capital Advisors
Illinois
$44.9M +$46.1M 7 16.33% New
1921
Avidian Wealth Enterprises
Avidian Wealth Enterprises
Texas
$44.8M +$11.3M 8 2.79% Increased
1922
Crescent Park Management
Crescent Park Management
California
$44.8M -$6.5M 2 7.3% Reduced
1923
PDT Partners
PDT Partners
New York
$44.7M -$1.49M 11 3.4% Reduced
1924
TLW Wealth Management
TLW Wealth Management
Florida
$44.6M -$28.4K 3 23.79% Reduced
1925
Advisornet Financial
Advisornet Financial
Minnesota
$44.6M +$1.23M 26 2.75% Increased