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 | |
|---|---|---|---|---|---|---|---|
| 2026 |
SWK
Stephen W. Kidder
| $35.9M | -$1.08M | 4 | 11.08% | Reduced |
|
| 2027 |
Hayek Kallen Investment Management
Fairhope,
Alabama
| $35.9M | -$217K | 5 | 15.08% | Reduced |
|
| 2028 |
SlateStone Wealth
Jupiter,
Florida
| $35.9M | -$72.4K | 8 | 8.2% | Reduced |
|
| 2029 |
Dividend Assets Capital
Ridgeland,
South Carolina
| $35.9M | -$3.61M | 9 | 7.04% | Reduced |
|
| 2030 |
Congress Park Capital
Saratoga Springs,
New York
| $35.8M | +$808K | 7 | 17.95% | Increased |
|
| 2031 |
Princeton Global Asset Management
Princeton,
New Jersey
| $35.8M | -$509K | 9 | 10.9% | Reduced |
|
| 2032 |
Granger Management
New York
| $35.8M | +$163K | 5 | 7.24% | Increased |
|
| 2033 |
Legacy Private Trust
Neenah,
Wisconsin
| $35.7M | -$1.34M | 5 | 3.01% | Reduced |
|
| 2034 |
Sturgeon Ventures
London,
United Kingdom
| $35.7M | $0 | 3 | 17.7% | Maintained |
|
| 2035 |
Manchester Capital Management
Manchester,
Vermont
| $35.5M | -$476K | 12 | 4.9% | Reduced |
|
| 2036 |
SOA Wealth Advisors
New York
| $35.5M | +$1.42M | 12 | 9.12% | Increased |
|
| 2037 |
Ocean Arete
Hong Kong
| $35.5M | -$7.15M | 1 | 43.27% | Reduced |
|
| 2038 |
Abacus Planning Group
Columbia,
South Carolina
| $35.4M | -$1.34M | 8 | 10.82% | Reduced |
|
| 2039 |
Whalerock Point Partners
Providence,
Rhode Island
| $35.4M | +$1.2M | 5 | 13.62% | Increased |
|
| 2040 |
Capital City Trust
Tallahassee,
Florida
| $35.4M | +$264K | 6 | 10.73% | Increased |
|
| 2041 |
PDT Partners
New York
| $35.4M | +$2.89M | 9 | 2.34% | Increased |
|
| 2042 |
Stevens Capital Management
Radnor,
Pennsylvania
| $35.4M | +$20.4M | 6 | 10.36% | Increased |
|
| 2043 |
Rollins Financial
Atlanta,
Georgia
| $35.4M | +$1.56M | 5 | 12.88% | Increased |
|
| 2044 |
FORA Capital
Miami,
Florida
| $35.3M | +$11.9M | 13 | 6.57% | Increased |
|
| 2045 |
WoodTrust Financial
Wisconsin Rapids,
Wisconsin
| $35.3M | +$2.34M | 6 | 9.32% | Increased |
|
| 2046 |
Six Columns Capital
Dallas,
Texas
| $35.3M | +$20.7M | 2 | 6.5% | Increased |
|
| 2047 |
Bandera Partners
New York
| $35.2M | $0 | 3 | 13.8% | Maintained |
|
| 2048 |
Totem Point Management
New York
| $35.2M | +$32.4M | 3 | 17.65% | Increased |
|
| 2049 |
Perkins Coie Trust Company
Seattle,
Washington
| $35.1M | +$1.19M | 8 | 10.79% | Increased |
|
| 2050 |
Fragasso Financial Advisors
Sewickley,
Pennsylvania
| $35M | +$1.67M | 5 | 4.69% | Increased |
|