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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
PT
Plimoth Trust
Massachusetts
$59.7M +$469K 6 14.33% Increased
1952
Clearstead Trust
Clearstead Trust
Maine
$59.6M +$1.93M 15 11.28% Increased
1953
NWF Advisory Services
NWF Advisory Services
California
$59.6M +$3.32M 8 7.11% Increased
1954
Hedeker Wealth
Hedeker Wealth
Illinois
$59.6M -$921K 5 13.89% Reduced
1955
KAS
Kemnay Advisory Services
New York
$59.6M -$980K 4 9.47% Reduced
1956
Tweedy, Browne Co
Tweedy, Browne Co
Connecticut
$59.4M -$57.8M 3 5.51% Reduced
1957
Carrhae Capital
Carrhae Capital
United Kingdom
$59.4M -$4.17M 1 4.34% Reduced
1958
Eagle Rock Investment Company
Eagle Rock Investment Company
Georgia
$59.4M +$2.35M 6 9.4% Increased
1959
Fragasso Financial Advisors
Fragasso Financial Advisors
Pennsylvania
$59.3M -$2.46M 7 4% Reduced
1960
Tree Line Advisors
Tree Line Advisors
Hong Kong
$59.2M $0 1 15.42% Maintained
1961
Jackson Hole Capital Partners
Jackson Hole Capital Partners
Oklahoma
$59.2M +$1.36M 7 10.85% Increased
1962
Premier Path Wealth Partners
Premier Path Wealth Partners
New Jersey
$59M +$1.74M 10 8.22% Increased
1963
Centaurus Financial
Centaurus Financial
California
$59M -$69.8M 13 3.45% Reduced
1964
Laffer Tengler Investments
Laffer Tengler Investments
Tennessee
$59M +$538K 6 10.51% Increased
1965
Cooper Investors
Cooper Investors
Australia
$58.9M -$16.8M 3 10.71% Reduced
1966
Farley Capital
Farley Capital
New York
$58.8M +$592K 4 46.14% Increased
1967
1248 Management
1248 Management
Missouri
$58.8M -$31.3K 7 21.71% Reduced
1968
Cape Cod Five Cents Savings Bank
Cape Cod Five Cents Savings Bank
Massachusetts
$58.8M $0 6 5.38% Maintained
1969
Dividend Assets Capital
Dividend Assets Capital
South Carolina
$58.8M -$708K 6 10.67% Reduced
1970
Foyston, Gordon, & Payne
Foyston, Gordon, & Payne
Ontario, Canada
$58.7M +$2.41M 2 13.36% Increased
1971
Westerkirk Capital
Westerkirk Capital
$58.6M +$52.2M 8 7.22% New
1972
TwinBeech Capital
TwinBeech Capital
New York
$58.6M -$47.6M 6 1.33% Reduced
1973
Lake Street Private Wealth
Lake Street Private Wealth
Illinois
$58.4M +$3.04M 7 8.31% Increased
1974
Koshinski Asset Management
Koshinski Asset Management
Illinois
$58.3M +$790K 9 4.4% Increased
1975
Resonant Capital Advisors
Resonant Capital Advisors
Wisconsin
$58.3M +$6.12M 10 3.72% Increased