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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
2251
Rodgers Brothers
Rodgers Brothers
Pennsylvania
$11.4M +$396K 4 3.28% Increased
2252
Terra Nova Asset Management
Terra Nova Asset Management
New York
$11.4M -$710K 4 17.22% Reduced
2253
Winslow Asset Management
Winslow Asset Management
Ohio
$11.4M +$119K 3 2.07% Increased
2254
Kelleher Financial Advisors
Kelleher Financial Advisors
New York
$11.4M +$26.5K 5 14.75% Increased
2255
Mitchell McLeod Pugh & Williams
Mitchell McLeod Pugh & Williams
Alabama
$11.3M -$502K 8 7.64% Reduced
2256
Institute for Wealth Management
Institute for Wealth Management
Colorado
$11.3M -$37.3M 3 3.83% Reduced
2257
Institutional & Family Asset Management
Institutional & Family Asset Management
Colorado
$11.3M +$404K 12 2.24% Increased
2258
V Wealth Advisors
V Wealth Advisors
Kansas
$11.3M +$3.01M 6 5.22% Increased
2259
Isthmus Partners
Isthmus Partners
Wisconsin
$11.3M -$1.02M 6 2.85% Reduced
2260
Sterling Investment Management
Sterling Investment Management
Arizona
$11.3M -$81.1K 3 8.17% Reduced
2261
Lumbard & Kellner
Lumbard & Kellner
New Hampshire
$11.2M -$21.2K 3 5.85% Reduced
2262
Boardman Bay Capital Management
Boardman Bay Capital Management
New York
$11.2M -$1.15M 6 16.36% Reduced
2263
GCM
Grisanti Capital Management
New York
$11.2M -$3.11M 4 5.5% Reduced
2264
Rossmore Private Capital
Rossmore Private Capital
Connecticut
$11.1M +$2.41M 5 4.46% Increased
2265
MM
Meridian Management
Arkansas
$11.1M +$889K 4 4.85% Increased
2266
Portland Global Advisors
Portland Global Advisors
Maine
$11.1M +$607K 6 3.91% Increased
2267
Petrus Trust Company
Petrus Trust Company
Texas
$11M +$223K 6 2.43% Increased
2268
APSI
Asset Planning Services Inc
Louisiana
$11M -$104K 2 7.54% Reduced
2269
McKinley Carter Wealth Services
McKinley Carter Wealth Services
West Virginia
$11M +$669K 6 3.26% Increased
2270
Marietta Wealth Management
Marietta Wealth Management
Georgia
$11M -$49K 4 4.86% Reduced
2271
AFC
AFT Forsyth & Company
Florida
$11M -$289K 6 9.1% Reduced
2272
Howard Hughes Medical Institute
Howard Hughes Medical Institute
Maryland
$11M $0 2 3.21% Maintained
2273
Ruffer LLP
Ruffer LLP
United Kingdom
$11M -$6.19M 3 0.36% Reduced
2274
Circle Wealth Management
Circle Wealth Management
New Jersey
$10.9M -$852K 7 3.45% Reduced
2275
SCA
Strategic Capital Advisers
Colorado
$10.9M +$1.88M 4 7.79% Increased