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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
Gryphon Financial Partners
Gryphon Financial Partners
Ohio
$63.4M +$5.64M 8 6.49% Increased
1927
TSM
Two Star Manager
Florida
$63.3M -$3.75M 2 24.92% Reduced
1928
Elk River Wealth Management
Elk River Wealth Management
Colorado
$63.3M -$143M 4 10.5% Reduced
1929
Deeter Investments
Deeter Investments
Texas
$63.2M +$11.2M 2 7.09% Increased
1930
IP
Interval Partners
New York
$63M -$65.9M 1 1.65% Reduced
1931
MainStreet Investment Advisors
MainStreet Investment Advisors
Illinois
$63M -$3.54M 7 9.49% Reduced
1932
MKC
M. Kraus & Co
Vermont
$62.9M +$29.7K 6 18.35% Increased
1933
Capital Planning Advisors
Capital Planning Advisors
California
$62.7M -$1.57M 6 9.07% Reduced
1934
CNBTD
Citizens National Bank Trust Department
Mississippi
$62.7M +$220K 7 10.43% Increased
1935
Bearing Point Capital
Bearing Point Capital
Minnesota
$62.6M +$5.77M 6 9.81% Increased
1936
GeoWealth Management
GeoWealth Management
Illinois
$62.5M -$684K 12 2.25% Reduced
1937
Leo Wealth LLC
Leo Wealth LLC
Texas
$62.5M +$49.2K 7 4.54% Increased
1938
Inscription Capital
Inscription Capital
Texas
$62.5M -$780K 13 6.57% Reduced
1939
LCA
Legend Capital Advisors
New York
$62.4M -$2.84M 5 39.02% Reduced
1940
CBT
Central Bank & Trust
Kentucky
$62.4M +$1.56M 7 9.8% Increased
1941
Octavia Wealth Advisors
Octavia Wealth Advisors
Ohio
$62.3M -$553K 7 5.96% Reduced
1942
Crewe Advisors
Crewe Advisors
Utah
$62.3M +$10.2M 16 5.31% Increased
1943
Intellectus Partners
Intellectus Partners
California
$62.2M +$130K 10 12.7% Increased
1944
Marks Group Wealth Management
Marks Group Wealth Management
Minnesota
$62.1M -$10.4M 7 5.99% Reduced
1945
Condor Capital Management
Condor Capital Management
New Jersey
$62.1M -$4.9M 5 5.19% Reduced
1946
Long Walk Management
Long Walk Management
Connecticut
$62.1M +$4.05M 2 18.06% Increased
1947
IAM
Infinitum Asset Management
Florida
$62M +$8.31M 3 7.75% Increased
1948
Lake Street Private Wealth
Lake Street Private Wealth
Illinois
$62M -$1.69M 10 7.9% Reduced
1949
VI
VectorGlobal IAG
Florida
$61.9M +$68M 7 16.08% New
1950
DCM
Delaney Capital Management
$61.8M -$6.9M 6 9.93% Reduced