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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
NWF Advisory Services
NWF Advisory Services
California
$75M -$236K 8 8.29% Reduced
1927
MKC
M. Kraus & Co
Vermont
$75M +$350K 6 20.95% Increased
1928
Lake Street Private Wealth
Lake Street Private Wealth
Illinois
$75M +$1.97M 12 9.18% Increased
1929
BCM
Bluefin Capital Management
New York
$75M +$27.1M 4 18.58% Increased
1930
Cartenna Capital
Cartenna Capital
Connecticut
$75M +$51.5M 1 2.5% Increased
1931
CFSG
Community Financial Services Group
Vermont
$74.9M -$930K 6 13.76% Reduced
1932
Bristol Gate Capital Partners
Bristol Gate Capital Partners
Ontario, Canada
$74.9M -$11.2M 1 4.32% Reduced
1933
Alvarez & Marsal Private Wealth Partners
Alvarez & Marsal Private Wealth Partners
Florida
$74.8M +$72.7M 5 14.37% New
1934
Absher Wealth Management
Absher Wealth Management
North Carolina
$74.8M -$2.14M 5 8.87% Reduced
1935
Platform Wealth Management
Platform Wealth Management
Utah
$74.7M +$70.2M 4 19.87% New
1936
Sound Income Strategies
Sound Income Strategies
Florida
$74.7M +$7.61M 25 3.53% Increased
1937
Regal Partners
Regal Partners
Australia
$74.7M -$16.1M 3 4.31% Reduced
1938
Hood River Capital Management
Hood River Capital Management
Florida
$74.6M -$690K 3 0.82% Reduced
1939
Stockman Wealth Management
Stockman Wealth Management
Montana
$74.6M +$440K 6 8.68% Increased
1940
Farmers & Merchants Trust Company
Farmers & Merchants Trust Company
California
$74.4M -$6.54M 6 16.98% Reduced
1941
Maven Securities
Maven Securities
Jersey
$74.3M +$45.5M 5 1.64% Increased
1942
Csenge Advisory Group
Csenge Advisory Group
Florida
$74.2M +$3.39M 9 3.35% Increased
1943
Exane Asset Management
Exane Asset Management
France
$74.1M +$60.4M 5 15.58% Increased
1944
Inscription Capital
Inscription Capital
Texas
$74M +$2.52M 12 7.59% Increased
1945
Gifford Fong Associates
Gifford Fong Associates
California
$73.9M $0 6 14.74% Maintained
1946
MLCM
M & L Capital Management
United Kingdom
$73.8M $0 2 15.4% Maintained
1947
Wealth Enhancement Trust Services
Wealth Enhancement Trust Services
South Dakota
$73.7M +$72.4M 9 9.31% New
1948
Premier Path Wealth Partners
Premier Path Wealth Partners
New Jersey
$73.7M +$2.72M 10 9.51% Increased
1949
Westerkirk Capital
Westerkirk Capital
$73.6M +$1.62M 8 7.18% Increased
1950
GeoWealth Management
GeoWealth Management
Illinois
$73.4M -$7.67M 11 2.71% Reduced