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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
1926
Clear Harbor Asset Management
Clear Harbor Asset Management
Connecticut
$32.4M -$273K 8 4.32% Reduced
1927
Csenge Advisory Group
Csenge Advisory Group
Florida
$32.4M -$1.86M 7 2.71% Reduced
1928
KWMG
King Wealth Management Group
Florida
$32.4M -$100K 5 7.75% Reduced
1929
3G Capital Partners
3G Capital Partners
New York
$32.3M -$36.5M 3 53.53% Reduced
1930
CWM
Cornerstone Wealth Management
Missouri
$32.3M +$3.93M 8 3.58% Increased
1931
Winch Advisory Services
Winch Advisory Services
Wisconsin
$32.3M +$79.9K 11 13.17% Increased
1932
Governors Lane
Governors Lane
New York
$32.2M -$9.5M 2 2.58% Reduced
1933
Trexquant Investment
Trexquant Investment
Connecticut
$32.2M -$4M 16 1.44% Reduced
1934
Deroy & Devereaux Private Investment Counsel
Deroy & Devereaux Private Investment Counsel
Michigan
$32.1M +$210K 5 2.66% Increased
1935
Centric Wealth Management
Centric Wealth Management
Illinois
$32.1M +$7.46M 7 11.77% Increased
1936
Perkins Coie Trust Company
Perkins Coie Trust Company
Washington
$32M +$131K 9 11.67% Increased
1937
Optas LLC
Optas LLC
Texas
$31.9M +$12.3K 5 13.07% Increased
1938
Berkshire Bank
Berkshire Bank
Massachusetts
$31.8M +$157K 6 9.27% Increased
1939
Woodmont Investment Counsel
Woodmont Investment Counsel
Tennessee
$31.8M +$1.56M 5 3.92% Increased
1940
HCR Wealth Advisors
HCR Wealth Advisors
California
$31.7M +$212K 6 6.37% Increased
1941
Roberts Wealth Advisors
Roberts Wealth Advisors
California
$31.7M +$442K 7 13.82% Increased
1942
Apriem Advisors
Apriem Advisors
California
$31.7M -$250K 5 5.46% Reduced
1943
River Global Investors
River Global Investors
United Kingdom
$31.7M -$5.6M 7 5.61% Reduced
1944
Laidlaw Wealth Management
Laidlaw Wealth Management
New York
$31.7M -$1.97M 5 6.45% Reduced
1945
Cadence Bank
Cadence Bank
Mississippi
$31.6M -$12.1K 5 4.55% Reduced
1946
Magnus Financial Group
Magnus Financial Group
New York
$31.6M +$11M 8 5.81% Increased
1947
Duncker Streett & Co
Duncker Streett & Co
Missouri
$31.6M -$2.22M 11 7.58% Reduced
1948
Avior Wealth Management
Avior Wealth Management
Nebraska
$31.6M -$497K 17 3.19% Reduced
1949
NG
Northstar Group
New York
$31.6M +$317K 6 9.12% Increased
1950
Cornerstone Wealth Group
Cornerstone Wealth Group
North Carolina
$31.5M +$739K 6 6.59% Increased