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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
Venturi Wealth Management
Venturi Wealth Management
Texas
$17.9M -$2.21M 7 2.43% Reduced
1952
SC
Stralem & Co
New York
$17.9M -$3.79M 3 9.75% Reduced
1953
Global Retirement Partners
Global Retirement Partners
California
$17.9M +$4.84M 16 3.43% Increased
1954
HIM
Hotaling Investment Management
Pennsylvania
$17.9M +$173K 4 11.49% Increased
1955
Richard C. Young & Co
Richard C. Young & Co
Rhode Island
$17.9M +$5.37M 2 3.39% Increased
1956
CIM
CIM Investment Management
Pennsylvania
$17.8M +$2.73M 8 6.52% Increased
1957
TLW Wealth Management
TLW Wealth Management
Florida
$17.8M -$127K 3 17.36% Reduced
1958
Abacus Planning Group
Abacus Planning Group
South Carolina
$17.8M +$87.2K 7 10.7% Increased
1959
SFSIG
San Francisco Sentry Investment Group
California
$17.8M -$1.19M 12 8.17% Reduced
1960
Intersect Capital
Intersect Capital
California
$17.8M +$980K 7 6.87% Increased
1961
Rice Partnership
Rice Partnership
Hawaii
$17.8M +$322K 4 11.98% Increased
1962
Cedar Capital
Cedar Capital
Illinois
$17.8M +$2.47M 8 7.56% Increased
1963
Darwin Wealth Management
Darwin Wealth Management
Florida
$17.7M -$321K 6 5.49% Reduced
1964
Selective Wealth Management
Selective Wealth Management
Virginia
$17.7M +$101K 2 28.65% Increased
1965
MYCIO Wealth Partners
MYCIO Wealth Partners
Pennsylvania
$17.7M +$1.04M 7 1.39% Increased
1966
Brick & Kyle Associates
Brick & Kyle Associates
Pennsylvania
$17.7M -$141K 4 16.66% Reduced
1967
Stanley Capital Management
Stanley Capital Management
Texas
$17.6M -$825K 3 8.49% Reduced
1968
LWANC
Laurel Wealth Advisors (North Carolina)
North Carolina
$17.6M -$397K 9 6.19% Reduced
1969
CBTWT
Community Bank & Trust (Waco, Texas)
Texas
$17.6M +$320K 6 7.54% Increased
1970
Quantitative Systematic Strategies
Quantitative Systematic Strategies
Florida
$17.6M +$7.84M 7 3.31% Increased
1971
Aspiriant LLC
Aspiriant LLC
California
$17.6M -$1.27M 7 1.47% Reduced
1972
Xcel Wealth Management
Xcel Wealth Management
Florida
$17.6M +$2.08M 8 17.22% Increased
1973
Liberty Capital Management
Liberty Capital Management
Michigan
$17.5M +$83.8K 5 7.87% Increased
1974
Citizens & Northern Corp
Citizens & Northern Corp
Pennsylvania
$17.5M -$1.02M 5 9.72% Reduced
1975
Prelude Capital Management
Prelude Capital Management
New York
$17.5M +$625K 10 0.86% Increased