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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
1951
TWI
Thomas White International
Illinois
$5.06M -$2.75M 4 0.71% Reduced
1952
BE
Bonness Enterprises
District of Columbia
$5.06M $0 2 4.49% Maintained
1953
SC
Searle & Co
Connecticut
$5.05M +$541K 4 4.34% Increased
1954
Financial Architects (New Jersey)
Financial Architects (New Jersey)
New Jersey
$5.02M -$485K 8 1.94% Reduced
1955
Signet Financial Management
Signet Financial Management
New Jersey
$5.02M +$454K 4 1.39% Increased
1956
BW
Bison Wealth
Georgia
$5.01M -$501K 6 3.04% Reduced
1957
Vicus Capital
Vicus Capital
Pennsylvania
$5.01M +$620K 2 0.97% Increased
1958
Portolan Capital Management
Portolan Capital Management
Massachusetts
$4.97M +$2.72M 2 0.91% Increased
1959
ATC
Adirondack Trust Company
New York
$4.95M -$6.38K 8 3.7% Reduced
1960
ST
Somerset Trust
Pennsylvania
$4.95M +$196K 3 3.27% Increased
1961
KC
Kingfisher Capital
North Carolina
$4.93M +$42.2K 3 2.55% Increased
1962
Angelo Gordon & Co
Angelo Gordon & Co
New York
$4.92M +$3.05M 1 0.24% Increased
1963
ProVise Management Group
ProVise Management Group
Florida
$4.92M -$139K 4 1.04% Reduced
1964
CYG
Clean Yield Group
Vermont
$4.91M +$443K 4 2.1% Increased
1965
AGC
Alden Global Capital
Florida
$4.9M +$5.19M 1 3.48% New
1966
Sentinel Trust
Sentinel Trust
Texas
$4.89M +$164K 3 1.34% Increased
1967
CCM
Catapult Capital Management
New York
$4.88M +$4.01M 2 0.6% Increased
1968
BAM
Boyar Asset Management
New York
$4.88M -$2.18K 2 3.74% Reduced
1969
MAA
Mraz Amerine & Associates
California
$4.87M +$364K 2 1.82% Increased
1970
RCM
Reynolds Capital Management
Nevada
$4.86M -$1.42M 4 4.24% Reduced
1971
WBH Advisory
WBH Advisory
Maryland
$4.85M -$294K 5 1.36% Reduced
1972
RIG
Renaissance Investment Group
Massachusetts
$4.84M -$103K 3 2.24% Reduced
1973
Trust Company
Trust Company
Kansas
$4.84M +$4.9M 5 3.06% New
1974
GLI
Guardian Life Insurance
New York
$4.84M -$1.49M 8 0.46% Reduced
1975
CS
Credential Securities
$4.84M +$395K 4 3.14% Increased