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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
Dorchester Wealth Management
Dorchester Wealth Management
Quebec, Canada
$43.9M +$1.02M 6 8.12% Increased
1952
Intellectus Partners
Intellectus Partners
California
$43.9M +$23K 8 12.67% Increased
1953
Rehmann Capital Advisory Group
Rehmann Capital Advisory Group
Michigan
$43.8M +$417K 9 3.63% Increased
1954
Savoie Capital
Savoie Capital
Illinois
$43.8M -$37.3M 3 10% Reduced
1955
PT
Plimoth Trust
Massachusetts
$43.7M -$494K 6 12.62% Reduced
1956
Parus Finance (UK)
Parus Finance (UK)
United Kingdom
$43.7M -$417K 4 22.72% Reduced
1957
Octavia Wealth Advisors
Octavia Wealth Advisors
Ohio
$43.7M -$305K 7 7.7% Reduced
1958
Cooper Financial Group
Cooper Financial Group
California
$43.7M +$2.24M 6 7.94% Increased
1959
GPM Growth Investors
GPM Growth Investors
Michigan
$43.7M -$118K 5 20.58% Reduced
1960
Bulltick Wealth Management
Bulltick Wealth Management
Florida
$43.6M +$3.91M 5 9.9% Increased
1961
Invesco LLC (Illinois)
Invesco LLC (Illinois)
Illinois
$43.4M -$1.01M 6 20.17% Reduced
1962
Hamilton Capital Partners (Canada)
Hamilton Capital Partners (Canada)
$43.3M +$40.8M 3 8.66% New
1963
JCIC Asset Management
JCIC Asset Management
Ontario, Canada
$43.1M -$205K 5 19.25% Reduced
1964
Buffington Mohr McNeal
Buffington Mohr McNeal
Idaho
$43.1M -$376K 6 8.66% Reduced
1965
Curi Wealth Management
Curi Wealth Management
North Carolina
$43.1M -$4.14M 5 5.95% Reduced
1966
DCM Advisors
DCM Advisors
New York
$43M +$374K 6 15.43% Increased
1967
Family Management
Family Management
New York
$43M +$695K 5 8.93% Increased
1968
Duncker Streett & Co
Duncker Streett & Co
Missouri
$43M +$1.59M 7 9.07% Increased
1969
Sands Capital Ventures
Sands Capital Ventures
Virginia
$43M +$7.44K 1 11.95% Increased
1970
1834 Investment Advisors
1834 Investment Advisors
Wisconsin
$43M -$6.15M 7 5.13% Reduced
1971
Two Point Capital Management
Two Point Capital Management
New York
$42.9M +$1.05M 3 19.6% Increased
1972
Clearstead Trust
Clearstead Trust
Maine
$42.8M +$6M 7 11.71% Increased
1973
Asset Dedication LLC
Asset Dedication LLC
California
$42.8M +$101K 18 3.48% Increased
1974
One Capital Management
One Capital Management
California
$42.7M -$1.26M 5 1.69% Reduced
1975
Regal Partners
Regal Partners
Australia
$42.6M +$3.5M 1 4.53% Increased