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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
Circle Wealth Management
Circle Wealth Management
New Jersey
$33.6M -$868K 7 5.35% Reduced
1952
Farmers & Merchants Trust Company
Farmers & Merchants Trust Company
California
$33.5M +$1.04M 6 11.28% Increased
1953
Transform Wealth
Transform Wealth
Colorado
$33.5M -$404K 4 6.72% Reduced
1954
GFG Capital
GFG Capital
Florida
$33.5M +$455K 5 11.57% Increased
1955
Managed Asset Portfolios
Managed Asset Portfolios
Michigan
$33.5M -$485K 2 5.38% Reduced
1956
Capital Planning Advisors
Capital Planning Advisors
California
$33.5M -$1.7M 6 7.5% Reduced
1957
Octavia Wealth Advisors
Octavia Wealth Advisors
Ohio
$33.4M +$198K 6 9.95% Increased
1958
Trust Company of Kansas
Trust Company of Kansas
Kansas
$33.4M +$69.9K 3 21.86% Increased
1959
Ramsay Stattman Vela & Price
Ramsay Stattman Vela & Price
Colorado
$33.4M +$36.5K 3 8.86% Increased
1960
Crystal Rock Capital Management
Crystal Rock Capital Management
Illinois
$33.4M -$2.77M 5 18.13% Reduced
1961
Berkshire Bank
Berkshire Bank
Massachusetts
$33.4M -$999K 6 8.39% Reduced
1962
CCC
Chelsea Counsel Company
California
$33.4M -$1.25M 5 16.53% Reduced
1963
SF
Symphony Financial
Texas
$33.3M +$24.2M 9 8.8% Increased
1964
Steigerwald Gordon & Koch
Steigerwald Gordon & Koch
Virginia
$33.3M -$349K 6 6.19% Reduced
1965
Elk River Wealth Management
Elk River Wealth Management
Colorado
$33.3M +$1.71M 6 9.47% Increased
1966
Vishria Bird Financial Group
Vishria Bird Financial Group
Tennessee
$33.2M -$134K 5 18.31% Reduced
1967
DA
Dash Acquisitions
California
$33.2M +$6.13M 4 21.78% Increased
1968
Foster Victor Wealth Advisors
Foster Victor Wealth Advisors
South Carolina
$33.1M +$2.65M 6 6.17% Increased
1969
Brookstone Capital Management
Brookstone Capital Management
Illinois
$33.1M +$1.7M 7 1.27% Increased
1970
Sound View Wealth Advisors Group
Sound View Wealth Advisors Group
Georgia
$33M +$54.8K 7 7.69% Increased
1971
Lake Street Advisors Group
Lake Street Advisors Group
New Hampshire
$33M -$585K 6 2.68% Reduced
1972
Wellington Shields & Co
Wellington Shields & Co
New York
$32.8M -$43.8K 9 11.76% Reduced
1973
Renaissance Capital
Renaissance Capital
Connecticut
$32.8M -$6.87M 4 4.86% Reduced
1974
First Interstate Bancsystem
First Interstate Bancsystem
Montana
$32.8M +$32.5M 4 3.9% New
1975
Brightworth
Brightworth
Georgia
$32.7M +$1.81M 5 3.02% Increased