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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
Clearstead Trust
Clearstead Trust
Maine
$61.7M +$1.25M 15 10.06% Increased
1952
Covenant Asset Management
Covenant Asset Management
New Jersey
$61.7M +$1.32M 5 9.29% Increased
1953
Whitener Capital Management
Whitener Capital Management
North Carolina
$61.7M -$49.1K 6 14.07% Reduced
1954
LA
Lynch & Associates
Indiana
$61.6M -$412K 5 11.58% Reduced
1955
SageView Advisory Group
SageView Advisory Group
California
$61.6M -$5.84M 8 2.25% Reduced
1956
Bulltick Wealth Management
Bulltick Wealth Management
Florida
$61.5M +$17M 6 13.59% Increased
1957
JANA Partners Management
JANA Partners Management
New York
$61.5M +$70.6M 1 3.69% New
1958
Smithbridge Asset Management
Smithbridge Asset Management
Pennsylvania
$61.3M -$38.7M 6 9.1% Reduced
1959
Ascent Wealth Partners
Ascent Wealth Partners
New York
$61.3M +$2.26M 8 7.13% Increased
1960
Keel Point
Keel Point
Alabama
$61.3M -$25.4M 7 4.05% Reduced
1961
North Point Portfolio Managers
North Point Portfolio Managers
Ohio
$61.3M -$1.38M 5 10.92% Reduced
1962
Farmers Trust Company
Farmers Trust Company
Ohio
$61.3M -$230K 9 9.62% Reduced
1963
Timber Creek Capital Management
Timber Creek Capital Management
Massachusetts
$61.2M -$48.9K 5 14.85% Reduced
1964
Personal CFO Solutions
Personal CFO Solutions
New Jersey
$61.2M -$1.06M 13 8.6% Reduced
1965
Berger Financial Group
Berger Financial Group
Minnesota
$61M -$7.45M 7 3.42% Reduced
1966
Asio Capital
Asio Capital
Kentucky
$61M +$7.29M 5 8.56% Increased
1967
Stanley-Laman Group
Stanley-Laman Group
Pennsylvania
$60.9M -$8.57M 8 7.48% Reduced
1968
RGC
Rubicon Global Capital
United Kingdom
$60.9M +$23.7K 3 25.97% Increased
1969
Archford Capital Strategies
Archford Capital Strategies
Illinois
$60.9M +$1.61M 9 6.97% Increased
1970
Csenge Advisory Group
Csenge Advisory Group
Florida
$60.9M -$1.93M 10 2.79% Reduced
1971
Sompo Asset Management
Sompo Asset Management
Japan
$60.8M -$2.3M 6 11.17% Reduced
1972
Romano Brothers & Co
Romano Brothers & Co
Illinois
$60.8M -$415K 7 6.91% Reduced
1973
Shepherd Financial Partners
Shepherd Financial Partners
Massachusetts
$60.8M -$1.29M 7 5.77% Reduced
1974
Texas Capital Bank Wealth Management Services
Texas Capital Bank Wealth Management Services
Texas
$60.7M +$1.18M 6 3.6% Increased
1975
M.D. Sass LLC
M.D. Sass LLC
New York
$60.6M +$21.6M 3 4.59% Increased