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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
Elk River Wealth Management
Elk River Wealth Management
Colorado
$38.7M +$606K 6 10.04% Increased
1952
Laidlaw Wealth Management
Laidlaw Wealth Management
New York
$38.7M +$16.7M 7 9.99% Increased
1953
Eudaimonia Partners
Eudaimonia Partners
Tennessee
$38.6M +$4.92M 8 7.24% Increased
1954
John G. Ullman & Associates
John G. Ullman & Associates
New York
$38.6M -$674K 5 5.03% Reduced
1955
Absoluto Partners Gestao de Recursos
Absoluto Partners Gestao de Recursos
Brazil
$38.5M +$11.2M 3 4.9% Increased
1956
Steigerwald Gordon & Koch
Steigerwald Gordon & Koch
Virginia
$38.5M +$667K 6 6.37% Increased
1957
GFG Capital
GFG Capital
Florida
$38.5M +$863K 5 11.57% Increased
1958
Bruderman Asset Management
Bruderman Asset Management
New York
$38.5M -$498K 6 11.92% Reduced
1959
Capital Planning Advisors
Capital Planning Advisors
California
$38.5M +$180K 6 7.89% Increased
1960
Atlas Capital Advisors
Atlas Capital Advisors
Wyoming
$38.4M +$13.5M 12 6.44% Increased
1961
Crystal Rock Capital Management
Crystal Rock Capital Management
Illinois
$38.4M -$649K 5 20% Reduced
1962
PM Capital
PM Capital
Australia
$38.3M $0 1 6.91% Maintained
1963
Stonnington Group
Stonnington Group
California
$38.3M +$1.69M 10 8.52% Increased
1964
Perennial Investment Advisors
Perennial Investment Advisors
California
$38.3M +$215K 9 13.97% Increased
1965
Hourglass Capital
Hourglass Capital
Texas
$38.3M -$184K 7 8.92% Reduced
1966
Duff & Phelps Investment Management
Duff & Phelps Investment Management
Illinois
$38.3M -$4.76M 6 0.5% Reduced
1967
Farmers Trust Company
Farmers Trust Company
Ohio
$38.2M -$1.18M 6 8.47% Reduced
1968
Wellington Shields & Co
Wellington Shields & Co
New York
$38.2M +$683K 9 12.6% Increased
1969
PT
Plimoth Trust
Massachusetts
$38.2M -$524K 6 10.71% Reduced
1970
Lake Street Private Wealth
Lake Street Private Wealth
Illinois
$38.1M -$424K 8 9.7% Reduced
1971
TLW Wealth Management
TLW Wealth Management
Florida
$38M +$605K 3 21.12% Increased
1972
Canvas Wealth Advisors
Canvas Wealth Advisors
Kansas
$38M +$6.6M 7 17.04% Increased
1973
Sprucegrove Investment Management
Sprucegrove Investment Management
Ontario, Canada
$37.9M -$8.88M 1 0.89% Reduced
1974
MKC
M. Kraus & Co
Vermont
$37.9M +$48.3K 3 13.62% Increased
1975
Sound View Wealth Advisors Group
Sound View Wealth Advisors Group
Georgia
$37.8M +$23.6K 7 7.95% Increased