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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
2051
Capital City Trust
Capital City Trust
Florida
$39.3M +$28.4K 6 11.15% Increased
2052
Toth Financial Advisory
Toth Financial Advisory
Virginia
$39.2M -$1.77M 17 5.35% Reduced
2053
Portland Hill Asset Management
Portland Hill Asset Management
United Kingdom
$39.2M -$4.67M 5 29.78% Reduced
2054
Naples Global Advisors
Naples Global Advisors
Florida
$39.2M +$244K 6 4.54% Increased
2055
Strategic Blueprint
Strategic Blueprint
Georgia
$39M +$4.5M 7 4.92% Increased
2056
Executive Wealth Management
Executive Wealth Management
Michigan
$39M -$410K 6 3.88% Reduced
2057
CWM
Cornerstone Wealth Management
Missouri
$38.9M +$1.23M 9 3.71% Increased
2058
BWCP LP
BWCP LP
Texas
$38.9M +$40.7M 3 20.82% New
2059
Crystal Rock Capital Management
Crystal Rock Capital Management
Illinois
$38.9M -$1.75M 5 20.95% Reduced
2060
Princeton Global Asset Management
Princeton Global Asset Management
New Jersey
$38.9M -$1.97M 8 10.89% Reduced
2061
Newport Trust Company
Newport Trust Company
District of Columbia
$38.9M -$1.55M 2 0.1% Reduced
2062
ARGA Investment Management
ARGA Investment Management
Connecticut
$38.9M +$46.4M 1 2.48% Increased
2063
Financial Architects (New Jersey)
Financial Architects (New Jersey)
New Jersey
$38.8M +$261K 9 5.24% Increased
2064
Simplex Trading
Simplex Trading
Illinois
$38.8M -$223K 23 0.04% Reduced
2065
Marietta Investment Partners
Marietta Investment Partners
Wisconsin
$38.7M +$1.48M 6 8.17% Increased
2066
CEI
Clark Estates Inc
New York
$38.7M -$22.3M 3 5.66% Reduced
2067
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors
Missouri
$38.6M +$1.57M 6 1.63% Increased
2068
LCM
Lionstone Capital Management
New York
$38.3M $0 1 9.32% Maintained
2069
Spectrum Management Group
Spectrum Management Group
Indiana
$38.3M -$282K 8 5.5% Reduced
2070
PWP
Pursue Wealth Partners
California
$38.2M +$37.8M 8 14.79% New
2071
Stonnington Group
Stonnington Group
California
$38.1M -$4.65M 8 8.22% Reduced
2072
HI
Handelsinvest Investeringsforvaltning
Denmark
$38.1M +$682K 5 3.87% Increased
2073
Mitchell Sinkler & Starr
Mitchell Sinkler & Starr
Pennsylvania
$38.1M +$27.7M 5 11.31% Increased
2074
Wealthcare Advisory Partners
Wealthcare Advisory Partners
Pennsylvania
$38M -$841K 10 2.27% Reduced
2075
Nicholas Investment Partners
Nicholas Investment Partners
California
$37.9M +$19.4M 5 2.4% Increased