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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
2101
NME
Notis-McConarty Edward
$12.8M -$459K 5 7.56% Reduced
2102
Stillwater Investment Management (Minnesota)
Stillwater Investment Management (Minnesota)
Minnesota
$12.7M -$1.23M 5 5.5% Reduced
2103
Financial Architects (New Jersey)
Financial Architects (New Jersey)
New Jersey
$12.7M +$430K 18 2.27% Increased
2104
Belpointe Asset Management
Belpointe Asset Management
Nevada
$12.7M +$699K 9 3.55% Increased
2105
Karst Peak Capital
Karst Peak Capital
Hong Kong
$12.7M +$1.95M 1 18.63% Increased
2106
Peoples Financial Services Corp
Peoples Financial Services Corp
Pennsylvania
$12.7M +$92.4K 6 7.1% Increased
2107
WCMN
Westchester Capital Management (Nebraska)
Nebraska
$12.6M -$93.7K 2 5.37% Reduced
2108
Moneta Group Investment Advisors
Moneta Group Investment Advisors
Missouri
$12.6M +$3.9M 11 1.41% Increased
2109
Alpha Capital Management
Alpha Capital Management
Texas
$12.6M -$860K 4 5.13% Reduced
2110
OA
Outfitter Advisors
Virginia
$12.6M +$184K 6 5.71% Increased
2111
Mengis Capital Management
Mengis Capital Management
Oregon
$12.6M +$10.6K 4 7.45% Increased
2112
Perennial Advisors
Perennial Advisors
New York
$12.6M +$236K 6 7.75% Increased
2113
Boston Research & Management
Boston Research & Management
Massachusetts
$12.5M -$71.3K 5 6.18% Reduced
2114
Avantax Planning Partners
Avantax Planning Partners
Iowa
$12.5M -$1.92M 6 1.12% Reduced
2115
Newman Dignan & Sheerar Inc
Newman Dignan & Sheerar Inc
Rhode Island
$12.5M -$137K 7 0.84% Reduced
2116
Altium Wealth Management
Altium Wealth Management
New York
$12.5M +$5.93M 7 3.33% Increased
2117
Avitas Wealth Management
Avitas Wealth Management
California
$12.5M +$12M 5 3.89% New
2118
LCM
Lucha Capital Management
California
$12.4M +$4.74M 2 6% Increased
2119
Atlas Capital Advisors
Atlas Capital Advisors
Wyoming
$12.4M +$191K 10 4.41% Increased
2120
Citizens & Northern Corp
Citizens & Northern Corp
Pennsylvania
$12.4M +$2.14M 4 8.82% Increased
2121
First National Bank & Trust Co of Newtown
First National Bank & Trust Co of Newtown
Pennsylvania
$12.4M -$135K 7 3.39% Reduced
2122
Uncommon Cents Investing
Uncommon Cents Investing
Wisconsin
$12.4M -$85K 3 7.98% Reduced
2123
PT
Plimoth Trust
Massachusetts
$12.4M -$424K 6 4.24% Reduced
2124
RMSCM
R.M. Sincerbeaux Capital Management
New York
$12.4M +$318K 2 10.9% Increased
2125
BE
Bonness Enterprises
District of Columbia
$12.3M $0 4 8.72% Maintained