← All themes

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
Hamilton Wealth
Hamilton Wealth
California
$43.5M +$948K 4 19.45% Increased
1952
Bank of New Hampshire
Bank of New Hampshire
New Hampshire
$43.5M +$1.57M 9 10.57% Increased
1953
Brian C. Broderick
Brian C. Broderick
$43.5M +$1.03M 4 10.45% Increased
1954
Premier Fund Managers
Premier Fund Managers
United Kingdom
$43.4M -$16.3M 2 1.4% Reduced
1955
Iyo Bank
Iyo Bank
Japan
$43.4M +$43M 3 13.25% New
1956
HCR Wealth Advisors
HCR Wealth Advisors
California
$43.3M +$1.09M 7 6.71% Increased
1957
Forum Financial Management
Forum Financial Management
Illinois
$43.3M +$42.9M 11 2.21% New
1958
PT
Plimoth Trust
Massachusetts
$43.3M +$312K 6 10.97% Increased
1959
Essex Investment Management
Essex Investment Management
Massachusetts
$43.2M +$4.17M 7 4.95% Increased
1960
Alpha Wave Global
Alpha Wave Global
New York
$43.2M -$12M 2 4.8% Reduced
1961
Sound View Wealth Advisors Group
Sound View Wealth Advisors Group
Georgia
$43.1M -$10.3K 7 8.14% Reduced
1962
Resonate Capital
Resonate Capital
California
$43M +$43.5M 5 37.47% New
1963
Oxler Private Wealth
Oxler Private Wealth
New York
$43M -$360K 7 17.84% Reduced
1964
In-Depth Partners
In-Depth Partners
Florida
$43M +$42.7M 3 26.11% New
1965
Berkshire Bank
Berkshire Bank
Massachusetts
$42.9M -$92K 6 9.51% Reduced
1966
CCC
Chelsea Counsel Company
California
$42.9M -$2.63M 5 18.58% Reduced
1967
Hutchinson Capital Management
Hutchinson Capital Management
California
$42.9M -$1.31M 5 9.54% Reduced
1968
Stelac Advisory Services
Stelac Advisory Services
New York
$42.8M -$755K 6 11.6% Reduced
1969
Harbour Investments
Harbour Investments
Wisconsin
$42.8M -$41M 29 2.55% Reduced
1970
Corda Investment Management
Corda Investment Management
Texas
$42.8M +$1.74M 4 3.36% Increased
1971
Tobias Financial Advisors
Tobias Financial Advisors
Florida
$42.8M +$39.9M 4 3.36% Increased
1972
Optas LLC
Optas LLC
Texas
$42.7M -$487K 5 12.08% Reduced
1973
Whalerock Point Partners
Whalerock Point Partners
Rhode Island
$42.6M +$913K 5 14.61% Increased
1974
Avior Wealth Management
Avior Wealth Management
Nebraska
$42.6M +$1.38M 18 3.52% Increased
1975
Paragon Capital Management (Colorado)
Paragon Capital Management (Colorado)
Colorado
$42.6M +$9.8M 13 6.84% Increased