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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
Nelson Capital Management
Nelson Capital Management
California
$76.5M -$1.99M 7 8.95% Reduced
1902
PFG Advisors
PFG Advisors
Arizona
$76.5M -$38.8M 8 3.71% Reduced
1903
PDS Planning
PDS Planning
Ohio
$76.5M +$2.88M 10 5.11% Increased
1904
Stenger Family Office
Stenger Family Office
Illinois
$76.4M +$13.2M 5 15.78% Increased
1905
Rosenblum Silverman Sutton
Rosenblum Silverman Sutton
California
$76.4M -$1.21M 4 17.68% Reduced
1906
Fulcrum Asset Management
Fulcrum Asset Management
United Kingdom
$76.3M +$2.42M 5 21.24% Increased
1907
RCM
Ratan Capital Management
Florida
$76.3M +$65.1M 4 21% Increased
1908
Princeton Global Asset Management
Princeton Global Asset Management
New Jersey
$76.3M -$179K 13 12.35% Reduced
1909
BBES
Buffalo Business & Estate Services
New York
$76.2M +$73.7M 8 10.95% New
1910
Cisco Systems
Cisco Systems
California
$76.2M $0 1 23.16% Maintained
1911
Goldstream Capital Management
Goldstream Capital Management
Hong Kong
$76.1M -$14.7M 7 27.36% Reduced
1912
RAM Investment Partners
RAM Investment Partners
Washington
$76.1M +$442K 6 13.76% Increased
1913
Bell Asset Management
Bell Asset Management
Australia
$76.1M +$2.89M 4 20.33% Increased
1914
Nicolet Advisory Services
Nicolet Advisory Services
Wisconsin
$76M +$7.9M 8 5.12% Increased
1915
Everhart Financial Group
Everhart Financial Group
Ohio
$75.8M +$5.27M 10 7.03% Increased
1916
Quantum Private Wealth
Quantum Private Wealth
Florida
$75.8M +$628K 8 22.14% Increased
1917
Heron Bay Capital Management
Heron Bay Capital Management
Michigan
$75.8M -$15.3M 4 14.46% Reduced
1918
UNICOM Systems
UNICOM Systems
Nevada
$75.8M +$4.01M 4 7.41% Increased
1919
Hedeker Wealth
Hedeker Wealth
Illinois
$75.7M -$3.75M 5 15.88% Reduced
1920
Destiny Wealth Partners
Destiny Wealth Partners
Florida
$75.5M -$1.07M 5 8.66% Reduced
1921
Capital Planning Advisors
Capital Planning Advisors
California
$75.4M -$1.01M 6 10.08% Reduced
1922
KC
KCM Capital
Kansas
$75.3M +$74.7M 4 14.4% New
1923
Centiva Capital
Centiva Capital
New York
$75.2M +$42.2M 16 0.61% Increased
1924
AC
AMS Capital
Brazil
$75.2M -$15.9M 3 29.08% Reduced
1925
CPH
C Partners Holding
Switzerland
$75.2M +$8.75M 1 20.22% Increased