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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
Supplemental Annuity Collective Trust (SACT) of New Jersey
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$60.3M -$2.32M 6 17.74% Reduced
1927
EFG Asset Management (Americas)
EFG Asset Management (Americas)
Florida
$60.2M -$4.61M 5 11.71% Reduced
1928
Syon Capital
Syon Capital
California
$60.1M -$657K 7 5.41% Reduced
1929
11 Capital Partners
11 Capital Partners
Connecticut
$60.1M -$2.78M 3 24.18% Reduced
1930
New Hampshire Trust
New Hampshire Trust
New Hampshire
$60.1M +$642K 6 12.66% Increased
1931
Larson Financial Group
Larson Financial Group
Missouri
$60.1M +$5.12M 25 3.1% Increased
1932
Intellectus Partners
Intellectus Partners
California
$59.9M +$5.79M 10 13.27% Increased
1933
Capital Group Investment Management
Capital Group Investment Management
Singapore
$59.8M +$2.38M 5 11.36% Increased
1934
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management
New Jersey
$59.8M +$3.97M 11 2.71% Increased
1935
Park Presidio Capital
Park Presidio Capital
California
$59.7M -$1.1M 1 13.6% Reduced
1936
Horizon Investments
Horizon Investments
North Carolina
$59.7M +$17.4M 12 1.71% Increased
1937
Generali Powszechne Towarzystwo Emerytalne
Generali Powszechne Towarzystwo Emerytalne
Poland
$59.7M $0 4 20.03% Maintained
1938
Marks Group Wealth Management
Marks Group Wealth Management
Minnesota
$59.6M +$38.7K 7 5.87% Increased
1939
WCMN
Westchester Capital Management (Nebraska)
Nebraska
$59.6M -$285K 4 14.99% Reduced
1940
Private Capital Advisors
Private Capital Advisors
Connecticut
$59.4M -$488K 5 7.07% Reduced
1941
Perkins Coie Trust Company
Perkins Coie Trust Company
Washington
$59.3M -$1.31M 9 13.04% Reduced
1942
Central Pacific Bank - Trust Division
Central Pacific Bank - Trust Division
Hawaii
$59.2M -$4.64M 10 7.75% Reduced
1943
AC
AMS Capital
Brazil
$59.2M -$1.21M 2 29.77% Reduced
1944
Gifford Fong Associates
Gifford Fong Associates
California
$59.2M $0 6 14.52% Maintained
1945
WealthPlan Investment Management
WealthPlan Investment Management
Nebraska
$59.2M +$8.17K 6 5.85% Increased
1946
Condor Capital Management
Condor Capital Management
New Jersey
$59.1M -$493K 4 5.21% Reduced
1947
Eagle Rock Investment Company
Eagle Rock Investment Company
Georgia
$59M +$1.61M 6 9.81% Increased
1948
Elevatus Welath Management
Elevatus Welath Management
New York
$58.9M +$8.42M 6 20.16% Increased
1949
Ascent Wealth Partners
Ascent Wealth Partners
New York
$58.8M +$1.94M 6 7.93% Increased
1950
NG
Northstar Group
New York
$58.8M +$223K 7 9.85% Increased