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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
Institute for Wealth Management
Institute for Wealth Management
Colorado
$46.3M -$2.62M 10 7.51% Reduced
1902
Stewart & Patten Company
Stewart & Patten Company
California
$46.2M -$1.09M 6 7.22% Reduced
1903
RDST Capital
RDST Capital
Washington
$46.1M -$2.34M 3 14.7% Reduced
1904
CL
CIM LLC
New York
$46M +$32.7K 6 7.16% Increased
1905
BG
BRX Global
New York
$45.9M $0 2 42.44% Maintained
1906
Polaris Capital Management
Polaris Capital Management
Massachusetts
$45.8M -$819K 1 2.21% Reduced
1907
United Bank (Virginia)
United Bank (Virginia)
Virginia
$45.8M -$121K 5 5.75% Reduced
1908
Azzad Asset Management
Azzad Asset Management
Virginia
$45.8M +$567K 6 5.79% Increased
1909
KWMG
King Wealth Management Group
Florida
$45.7M +$1.02M 8 8.83% Increased
1910
First Fiduciary Investment Counsel
First Fiduciary Investment Counsel
Ohio
$45.7M -$1.7M 4 10.09% Reduced
1911
Managed Asset Portfolios
Managed Asset Portfolios
Michigan
$45.7M -$1.05M 1 6.93% Reduced
1912
Stephens Investment Management Group
Stephens Investment Management Group
Texas
$45.6M +$5.61M 6 0.67% Increased
1913
Great Lakes Retirement
Great Lakes Retirement
Ohio
$45.6M +$3.01M 3 7.51% Increased
1914
Legion Partners Asset Management
Legion Partners Asset Management
California
$45.6M -$49.2M 1 11.89% Reduced
1915
NatWest Group
NatWest Group
United Kingdom
$45.6M +$14.2M 4 19.04% Increased
1916
Colonial Trust
Colonial Trust
South Carolina
$45.5M +$2M 14 9.49% Increased
1917
Romano Brothers & Co
Romano Brothers & Co
Illinois
$45.5M -$2.29M 7 6.77% Reduced
1918
Financial Engines Advisors
Financial Engines Advisors
California
$45.4M +$5.25M 6 0.11% Increased
1919
PFG Investments
PFG Investments
New York
$45.3M +$993K 9 8.42% Increased
1920
Stokes Family Office
Stokes Family Office
Louisiana
$45.3M -$13.7M 6 6.12% Reduced
1921
Sargent Investment Group
Sargent Investment Group
Maryland
$45.1M +$1.42M 6 9.88% Increased
1922
Farley Capital
Farley Capital
New York
$45.1M -$1.37M 4 47.13% Reduced
1923
CT
Chicago Trust
Illinois
$45M -$2.01M 8 10.02% Reduced
1924
Red Door Wealth Management
Red Door Wealth Management
Tennessee
$45M +$2.1M 7 9.78% Increased
1925
Bison Wealth
Bison Wealth
Georgia
$45M +$469K 7 7.97% Increased